After connecting ExtendInsights to a data source, you can build a template that downloads the exact fields and records you need into Excel.
Templates allow you to reuse selected fields and filters. Schedules automatically refresh the workbook at the frequency you configure.
The examples in this article use HubSpot. The refreshed version 10.8 layout also applies to Salesforce, Chargebee, and Stripe.
Google Analytics users: Google Analytics was not included in the version 10.8 connector layout update. Its panel and button locations may look different from the screenshots in this article. You can still create templates and download data through the existing Google Analytics interface.
NetSuite users: The NetSuite workspace has separate features and workflows. Visit the ExtendInsights for NetSuite Help Center for Analytics, Data Management, SuiteQL, Financial Reporting, and troubleshooting resources.
Before You Begin
Before creating a template:
Connect ExtendInsights to the data source you want to use.
Open a blank worksheet to avoid replacing existing worksheet content.
To schedule automatic downloads, save the workbook in one of the following locations:
OneDrive for Business
SharePoint
ExtendInsights requires one of these locations to access and refresh the workbook automatically.
Create a Template and Download Data
Watch the video or follow the steps below:
Video note: The video may show the earlier connector layout. In version 10.8, Proceed is now Insert Template, and Preview appears under Actions.
Open ExtendInsights.
Select your data source.
Choose one of the following:
Create a New Template
Load an Existing Template
Create a connection or select an existing connection.
Select the object or resource you want to download, such as Contacts.
Use the search box to locate and select the fields you need. Then select Next.
Drag and drop to rearrange the fields.
Hover over the field name and click the trash icon to remove unwanted fields
Modify field data type: Change Field Data Types.
Click Add More to add new fields.
Expand Configure, then go to the Filter section.
For example, filter Contacts where Last Name contains “Smith.”
Select Insert Template.
ExtendInsights inserts the template into the active worksheet. The Configure section collapses, and the Actions section expands automatically.
Optional: Under Actions, select Preview to confirm that the selected fields and filters return the expected data.
Click Run Preview.
Under Actions, select Download.
The available actions depend on the connected data source.
📘 Learn more: See Supported Data Sources and Capabilities for a complete list of supported operations and limitations.
ExtendInsights downloads the selected data into Excel.
Save the Template for Reuse
Save the template if you want to use the same fields and filters in another workbook.
Go to Save Template at the bottom of the connector panel.
Enter a descriptive template name.
Save the template.
The saved template becomes available from the Home screen and the Template Repository.
Note: If you do not save the template, you can refresh it only from the workbook where it was created.
Schedule Automatic Downloads
After downloading the data, you can assign a schedule to refresh the workbook automatically.
Confirm that the workbook is saved in OneDrive for Business or SharePoint.
Go to Assign Schedule at the bottom of the connector panel.
Configure and save the schedule.
For detailed scheduling requirements and instructions, see Schedule Automatic Data Refresh.
Verification
Confirm that the workflow completed successfully:
The expected column headers appear in the worksheet.
The downloaded records match the filters you configured.
A saved template appears on the Home screen or in the Template Repository.
The saved schedule shows the expected workbook and refresh settings.
Tips and Best Practices
Preview the results before downloading a large dataset.
Use descriptive template names that identify the object, purpose, or filter.
Apply filters to limit unnecessary data and improve download performance.
Confirm that you selected the intended connection before downloading data.
Keep scheduled workbooks in OneDrive for Business or SharePoint.
Review the capabilities of each data source because available actions may differ.
💬 Need Help?
Search the CloudExtend Help Center for additional guidance.
If you still need assistance:
Use the in-app chat from the bottom-right corner of the Support site.
Include the following information with your request:
The data source you are using
The object or resource selected
The connection or account selected
Any filters applied
Any error messages or screenshots