ExtendInsights Help Center

Integrations

Build templates to download, update, and manage records across supported integrations

174 articles

How to Integrate with Salesforce

Downloading Data with ExtendInsights SalesforceExtendInsights | How to import data from Salesforce

Data Management with ExtendInsights SalesforceExtendInsights | Explore how to create or update records real-time

Admin Setup GuideGuides on configuration and setup needed for Admins_{3 articles}

Getting Started for End-UsersEverything you need to know to get started with ExtendInsights Salesforce_{2 articles}

FeaturesLearn how to use ExtendInsights Salesforce_{8 articles}

Business Use CaseResource Hub on how to use ExtendInsights Salesforce_{3 articles}

FAQsFrequently Asked Questions for ExtendInsights Salesforce_{2 articles}

TroubleshootingExperiencing difficulties? Take a look at the articles for step-by-step instructions for errors_{1 article}

Data Management NetSuite

How to Manage Data using ExtendInsights for Data Management NetSuite

Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Know what our product is all about

Working with Analytics and Data Management: How to make the best of bothExtendInsights Excel Apps | Learn how to use Analytics and Data Management together to support end-to-end data workflows

Admin Setup GuideGuides on configuration and setup needed for Admins_{4 articles}

Getting Started for End-UsersEverything you need to know to get started with ExtendInsights Data Management NetSuite! _{10 articles}

FeaturesLearn how to use ExtendInsights for Data Managmement NetSuite_{25 articles}

Business Use CasesHere is a collection of various record types that you can use with ExtendInsights for Data Management NetSuite_{35 articles}

FAQsFrequently Asked Questions for ExtendInsights for Data Management NetSuite_{26 articles}

Tips & TricksTips & Tricks when using ExtendInsights for Data Management NetSuite_{4 articles}

TroubleshootingExperiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Data Management NetSuite_{7 articles}

Analytics NetSuite

How to pull Saved Searches using ExtendInsights for Analytics NetSuite

Product Overview: ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Know what our product is all about

Admin Setup GuideGuides on configuration and setup needed for Admins_{6 articles}

Getting Started for End-UsersEverything you need to know to get started with ExtendInsights for Analytics NetSuite! _{5 articles}

FeaturesLearn how to use ExtendInsights for Analytics NetSuite_{7 articles}

Business Use CasesSee use cases on how you can use ExtendInsights for Analytics NetSuite_{5 articles}

FAQsFrequently asked questions for ExtendInsights for Analytics NetSuite_{7 articles}

TroubleshootingExperiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Analytics NetSuite_{9 articles}