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Learn how to use ExtendInsights for Data Managmement NetSuite
26 articles
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