Data Management NetSuite
How to Manage Data using ExtendInsights for Data Management NetSuite
120 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
- Admin: ExtendInsights for Data Management NetSuite Setup GuideExtendInsights Data Management | Guide to help streamline your setup
- Admin: Add New Users to ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Admin checklist for onboarding new users
- Admin: ExtendInsights for Data Management NetSuite can be installed by your Microsoft 365 AdminExtendInsights| Learn how Admins can install ExtendInsights Apps for multiple users at once
- Admin: Installing the NetSuite bundle for ExtendInsightsExtendInsights Apps | Install and manage the bundle for NetSuite
- ExtendInsights for Data Management NetSuite Go Live Checklist & End-user GuidelinesExtendInsights Data Management | Go Live checklist and End-User Guidelines
- Licensing: Manage ExtendInsights Data Management Licenses and Administrator usersExtendInsights Data Management | Manage users and licenses in the CloudExtend portal
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights Data Management NetSuite!
- 🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!ExtendInsights Data Management | Guides and resources to ensure you’re set up for success
- End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-user guide to working with NetSuite data in Excel
- Learn How to Get Support - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can’t find what you’re looking for? Here’s how to get help
- The Interface: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Explore and understand the ExtendInsights workspace
- Best Practices for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Recommended practices for creating and maintaining NetSuite records in Excel
- End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
- End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to sign in and manage NetSuite connections
- End-User: Installing ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install ExtendInsights Analytics and get started
- End-User: Logging into ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Log in and manage NetSuite connections
Features
Learn how to use ExtendInsights for Data Managmement NetSuite
- ExtendInsights for Data Management NetSuite FeaturesExtendInsights Data Management | Learn about the features available in ExtendInsights
- Working with Templates: What are ExtendInsights Templates and how to build them?ExtendInsights Data Management | Learn what templates are and how to build them effectively
- Working with Templates: Managing your TemplatesExtendInsights Data Management | How to load, update, copy, share, and delete templates
- Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Add a new NetSuite schema field by using workflow and custom fields
- Working with Templates: How to identify header vs line-level fieldsExtendInsights Data Management | Confirm which fields you need when building a template
- Working with Templates: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
- Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
- Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
- Working with Templates: Finding NetSuite Field Names in the Template BuilderExtendInsights Data Management | How to correlate NetSuite display names with field IDs
- Working with Templates: How to Display NetSuite Field IDsExtendInsights Data Management | Enable NetSuite Field IDs to find the correct fields for the template builder
- Working with Templates: Which NetSuite fields are required when building a ExtendInsights for Data Management template?ExtendInsights Data Management | How to determine required fields in NetSuite
- Working with Templates: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
- Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
- Working with Templates: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
- Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached picklist values
- Working with Templates: Renaming Field Names in an ExtendInsights TableExtendInsights Data Management | How to rename column headers in Excel
- Working with Templates: Rearranging Fields in a TemplateExtendInsights Data Management | How to reorder fields in the template builder
- Retrieve Data: Saved Search vs Data Filter vs Internal IDExtendInsights Data Management | Choosing the right way to retrieve NetSuite records
- Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data FilterExtendInsights Data Management | Learn how to create data filter to retrieve records from NetSuite
- Retrieve Data: Understanding which values are overwritten during refresh operation in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to retain formulas and values during the refresh operation
- Retrieve Data: Filtering Records by Fields with No ValueExtendInsights Data Management | How to retrieve records where a field is blank or null
- Retrieve Data: How to Retrieve Records Using NetSuite Internal IDsExtendInsights Data Management | Download specific NetSuite records by Internal ID
- Retrieve Data: How to Retrieve Existing Records from NetSuite Using Saved SearchesExtendInsights Data Management | Download NetSuite records into Excel using Saved Searches
- Retrieve Data: Using Global Filters Across Multiple WorkbooksExtendInsights Data Management | Access and reuse filters across workbooks, browsers, and devices
- Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | How to delete entire records or remove lines from existing records
- Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | Learn the different ways to create NetSuite records using templates
- Manage Records: Background Upload in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How Background Upload works and when to use it
- Manage Records: How to Update One Row, Multiple Rows, or All RowsExtendInsights Data Management | Control how many rows are upserted from Excel to NetSuite
- Manage Records: Updating Selected Lines Without Losing DataExtendInsights Data Management | Use replaceAll to update only specific lines on a transaction
Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights for Data Management NetSuite
- Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
- How to Update Existing OpportunitiesExtendInsights Data Management | Learn how to update existing Opportunity via ExtendInsights
- Create Vendor Payments to Settle Vendor Bills using ExtendInsightsExtendInsights Data Management | Learn how to create vendor payments
- How to Manage Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to manage existing invoice using the app
- How to Create Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to create an invoice using the app
- Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
- Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
- Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
- Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | HHow to update existing NetSuite records from Excel
- Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
- Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
- How to Create Transfer Order via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create a transfer order via Excel
- How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
- Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
- How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
- Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
- Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
- Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
- Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
- Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
- Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
- Making a Hyperlink back into Excel Workbook via ExtendInsights Data ManagementExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
- Creating Bill of Materials and BOM revisions via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Bill of Materials and Bill of Material Revisions
- Creating, Editing, and Viewing NetSuite Quotes in Excel via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
- How to Create and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
- Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to assign multiple company fields of a contact record
- Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
- Quick Data Clean-Up and Journal Entry Upload using ExtendInsights Excel AppsExtendInsights Apps | Clean up data and upload cash sales and journal entries from Excel
- Applying payments using Customer Payment for Invoice and Credit MemoExtendInsights Data Management | In this tutorial learn how to apply payments and issue a credit memo or unapplied payments at the same time
- How To Create NetSuite Item Receipts from Return Material Authorization in ExcelExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's
- How to Create NetSuite Return Authorization for a Sales OrderExtendInsights Data Management | Find out how to use the app to create a NetSuite Return Authorization
- Create a Bank Deposit Record Linked to a Cash SaleExtendInsights Data Management | Learn how to create deposit payment to Cash Sales via the ExtendInsights app
- Creating Inventory Cost Revaluation in MassExtendInsights Data Management | Learn how to create Inventory Cost Revaluation for a Purchase Order
- Create NetSuite Cash Sales Faster In ExcelExtendInsights Data Management | Learn how to create Cash Sales using the app
- How to Remove Extra Quantity and Price Level on Inventory ItemsExtendInsights Data Management | Let's explore how to remove extra quanity pricing using the app
- Creating NetSuite Assembly Build with Inventory Detail for Header and ComponentExtendInsights Data Management | Building Assembly Items using ExtendInsights
- Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
- Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders
FAQs
Frequently Asked Questions for ExtendInsights for Data Management NetSuite
- Overview: ExtendInsights Data Management for NetSuiteExtendInsights Data Management | Create, update, and manage NetSuite records directly from Excel
- Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | Common questions about the new version of the application
- Feature Comparison: ExtendInsights Data Management – Legacy vs Current VersionExtendInsights Data Management | Compare capabilities between the legacy and current version
- FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Learn what you can access and manage from the Menu
- FAQ: SOAP Web Services Endpoint (WSDL) Version Supported by ExtendInsights Data ManagementExtendInsights Data Management | What is the supported WSDL version of the app
- FAQ: ExtendInsights for Data Management NetSuite usage metricsExtendInsights Data Management| Learn how to report on usage
- FAQ: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | When and how to adjust browser cache and cookie settings
- FAQ: How are workflows/scripts affected when updating or creating records using ExtendInsights Data Management?ExtendInsights Data Management | Learn how workflows/scripts affect when managing data using ExtendInsights
- FAQ: Configuring ExtendInsights for Data Management NetSuite to Treat Warnings as ErrorsExtendInsights Data Management | Control how warnings are handled during uploads
- FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | How ExtendInsights handles queues, concurrency, and performance best practices
- FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
- FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Override default settings such as batch sizes and warning behavior
- FAQ: Deprecation/Removal of Raw Download and Search JoinsExtendInsights Data Management |Some legacy capabilities are not included in the new version
- FAQ: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade edition
- FAQ: Regional date formats with ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to work with date formats in regions other than the US
- FAQ: Real-Time vs Background UploadExtendInsights Data Management | Understand the two upload methods in ExtendInsights
- FAQ: How to Assign SOAP Web Services Permission to a NetSuite RoleExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
- FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
- FAQ: How to Manage Records Using Multi-Select FieldsExtendInsights Data Management | Create and update NetSuite records with multi-select fields
- FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
- FAQ: ExtendInsights NetSuite Environment Color GuideExtendInsights Data Management | Quickly identify which environment you're working
- FAQ: How to Refresh Metadata in ExtendInsights (Fields, Picklists, and Customizations)ExtendInsights Data Management | Refresh custom fields, picklists, and ExtendInsights metadata
- FAQ: How to Default to Background UploadExtendInsights Data Management | Configure Background Upload as the default option
- FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn how to use the Cell Operations (picklist) panel
- FAQ: Using a formula to remove the bracketed internal ID of a fieldExtendInsights Data Management | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
- FAQ: Force Excel to see your fields as general formatExtendInsights Analytics | Learn how to ensure your data is treated as general format in Excel
- FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
Tips & Tricks
Tips & Tricks when using ExtendInsights for Data Management NetSuite
- Tips & Tricks: Can I create and update records using External ID in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Using the External ID in ExtendInsights for Data Management
- Tips & Tricks: How can I create a custom price for an item(s) using ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Creating a custom price using ExtendInsights
- Tips & Tricks: How can I set reorder points by location in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Setting reorder points by location in ExtendInsights
- Tips & Tricks: Tips to avoid overwriting the Amount value on a transactionExtendInsights Data Management | Prevent “line total not equal to price × quantity” issues
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Data Management NetSuite
- Troubleshooting: Issue with logging into ExtendInsights for NetSuiteExtendInsights Data Management | Resolve the license not found error upon login
- Troubleshooting: Unable to log in to ExtendInsights using my Microsoft accountExtendInsights | See list of errors when logging in with a Microsoft account and how to resolve them
- Troubleshooting: Does ExtendInsights for Data Management NetSuite support custom segments?ExtendInsights Data Management | Using NetSuite Custom Segments in ExtendInsights Templates
- Troubleshooting: Why aren't my custom fields displaying in ExtendInsights for Data Management NetSuite when trying to build a template?ExtendInsights Data Management | Fix missing custom fields when building templates
- Troubleshooting: Excel Shows the Formula Instead of the Result (Formulas Not Calculating)ExtendInsights Data Management | Fix issues when your formulas are not working in Excel
- Troubleshooting: ExtendInsights Gets Stuck on the Login Screen in ExcelExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
- Error: I have access to the field in NetSuite, but ExtendInsights still errors when I update itExtendInsights Data Management | Resolve read-only, an associated feature is disabled, the field is not available issue