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Data Management NetSuite

How to Manage Data using ExtendInsights for Data Management NetSuite

113 articles
Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Understand what the product does and how it helps
Working with Analytics and Data Management: How to make the best of bothExtendInsights Excel Apps | Use Analytics and Data Management together for end-to-end NetSuite workflows
Features

Learn how to use ExtendInsights for Data Managmement NetSuite

Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what templates are and how to build them effectively
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: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
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: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
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
Working with Templates: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached picklist values
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: 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: Using Global Filters Across Multiple WorkbooksExtendInsights Data Management | Access and reuse filters across workbooks, browsers, and devices
Retrieve Data: Filtering Records by Fields with No ValueExtendInsights Data Management | How to retrieve records where a field is blank or null
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | HHow to update existing NetSuite records from Excel
Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | Learn the different ways to create NetSuite records using templates
Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | How to delete entire records or remove lines from existing records
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
Retrieve Data: Saved Search vs Data Filter vs Internal IDExtendInsights Data Management | Choosing the right way to retrieve NetSuite records
Business Use Cases

Here is a collection of various record types that you can use with ExtendInsights for Data Management NetSuite

Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
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
Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
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 and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
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
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
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
Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
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
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
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
Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders
Creating NetSuite Assembly Build with Inventory Detail for Header and ComponentExtendInsights Data Management | Building Assembly Items using ExtendInsights
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
Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
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
FAQs

Frequently Asked Questions for ExtendInsights for Data Management NetSuite

Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | Common questions about the new version of the application
FAQ: How to Default to Background UploadExtendInsights Data Management | Configure Background Upload as the default option
FAQ: How to Manage Records Using Multi-Select FieldsExtendInsights Data Management | Create and update NetSuite records with multi-select fields
How to Refresh Metadata in ExtendInsights (Fields, Picklists, and Customizations)ExtendInsights Data Management | Refresh custom fields, picklists, and ExtendInsights metadata
FAQ: ExtendInsights NetSuite Environment Color GuideExtendInsights Data Management | Quickly identify which environment you're working
FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Learn what you can access and manage from the Menu
FAQ: Real-Time vs Background UploadExtendInsights Data Management | Understand the two upload methods in ExtendInsights
Why we're building the next generation of ExtendInsights for Excel Data Management NetSuiteExtendInsights Data Management | Why we built it, what’s new, and how to get started
The Interface: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Explore and understand the ExtendInsights workspace
ExtendInsights for Data Management NetSuite FeaturesExtendInsights Data Management | Learn about the features available in ExtendInsights
Feature Comparison: ExtendInsights Data Management – Legacy vs New VersionExtendInsights Data Management | Compare capabilities between the legacy and current version
FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn how to use the Cell Operations (picklist) panel
FAQ: Deprecation/Removal of Raw Download and Search JoinsExtendInsights Data Management |Some legacy capabilities are not included in the new version
FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
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: 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: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
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: How To Assign SOAP Web Services Permission To A Role?ExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
How to obtain Web Service Logs and Global Search LogsLearn how to retrieve log files and send them to support
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Override default settings such as batch sizes and warning behavior
FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
FAQ: SOAP Web Services Endpoint Version for 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: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade edition
FAQ: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | When and how to adjust browser cache and cookie settings
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | How ExtendInsights handles queues, concurrency, and performance best practices
FAQ: Configuring ExtendInsights for Data Management NetSuite to Treat Warnings as ErrorsExtendInsights Data Management | Control how warnings are handled during uploads
Troubleshooting

Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Data Management NetSuite

Troubleshooting: Getting stuck at the login page of Excel AppExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
Troubleshooting: Formula not CalculatingExtendInsights Data Management | See steps how to fix issues when your formulas are not working in Excel
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: Issue with logging into ExtendInsights for NetSuiteExtendInsights Data Management | Learn how to resolve license not found issue
Troubleshooting: June 2025 App Upgrade For Licensed Users Asks Them To Notify Admin For AccessExtend Insights for NetSuite | Learn how to resolve the access error when your app is upgraded to the new version in June 2025
Error: I have access to all fields on the record but still getting an errorExtendInsights Data Management | Resolving read-only, the associated feature is disabled, field available when updating records
Troubleshooting: Unable to log in to ExtendSync 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