CloudExtend

ExtendInsights Data Management | Learn what ExtendInsights template is and how to build from scratch

Working with Templates: What is ExtendInsights Template and how to build one?

ExtendInsights Data Management | Learn how to correlate display names to field ID

Working with Templates: Finding your NetSuite field names in the template builder

ExtendInsights Data Management | See settings on how to show NetSuite fields Ids

Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my ExtendInsights Template builder?

ExtendInsights Data Management | Check out enhanced feature of using picklist values

Working with Templates: Using picklists (Cell Operations)

ExtendInsights Data Management | Know the different color notifications when errors or warnings are prompted by NetSuite

Working with Templates:  Error notification

ExtendInsights Data Management | Learn how to share a template with other users in your organization

Working with Templates: Sharing Templates

ExtendInsights Data Management | Know how to delete ExtendInsights templates

Working with Templates: Delete your templates

ExtendInsights Data Management | How to Add or Remove Fields from Existing Templates

Working with Templates: Managing your Templates

ExtendInsights Data Management | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field

Working with Templates: Adding New NetSuite fields onto ExtendInsights Templates

ExtendInsights Data Management  | When building a template in ExtendInsights not all of the fields are showing

Working with Templates: Why do I not see all my fields when building a template in ExtendInsights for Data Management NetSuite?

ExtendInsights Data Management  | Using internal ID's with the CloudExtend Excel Data Management for NetSuite

Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?

ExtendInsights Data Management  |  Renaming Header names in Excel

Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?

ExtendInsights Data Management  | Rearranging fields in a template

Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?

ExtendInsights Data Management  | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types

Working with Templates: Creating templates for NetSuite custom transaction types

ExtendInsights Data Management | Learn how to refresh picklist values

Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | A guide on how to pull recording using Internal Id

Retrieve Data: How to Retrieve Data using NetSuite internal Ids

ExtendInsights Data Management | Learn how to pull records using Saved search

Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved Search

ExtendInsights Data Management | Learn how to create data filter to retrieve records from NetSuite

Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data Filter

ExtendInsights Data Management | Access your filters across workbooks, in different browsers

Retrieve Data: Global Filters across Multiple Workbooks

ExtendInsights Data Management  | Filtering fields with no value

Retrieve Data: Can I filter records by fields with no value in ExtendInsights for Data Management NetSuite?

ExtendInsights Data Management | Have existing records to update in NetSuite? Learn the steps on how to make changes to a record

Manage Records: Updating Records via ExtendInsights Data Management

ExtendInsights Data Management | See different ways to create records using ExtendInsights templates

Manage Records: How to Create Records using ExtendInsights Data Management

ExtendInsights Data Management | Learn the steps on how to remove a line or delete an entire record

Manage Records: Deleting Records via ExtendInsights Data Management

ExtendInsights Data Management | Learn how the Background Upload works

Manage Records: ExtendInsights for Data Management NetSuite Background Upload

ExtendInsights Data Management | With ExtendInsights you can upsert 1 or more rows from Excel back to NetSuite

Manage Records: How to update 1 row, multiple rows, or all rows using ExtendInsights for Data Management NetSuite

ExtendInsights Data Management  | Learn how to use Replace All to update only select lines on a record

Manage Records: Updating Select Lines with ExtendInsights for Data Management NetSuite without losing data

Learn how to use ExtendInsights for Data Managmement NetSuite

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