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Learn how to use ExtendInsights for Data Managmement NetSuite
25 articles
Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what ExtendInsights template is and how to build from scratch
Working with Templates: Finding your NetSuite field names in the template builderExtendInsights Data Management | Learn how to correlate display names to field ID
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 | See settings on how to show NetSuite fields Ids
Working with Templates: Using picklists (Cell Operations)ExtendInsights Data Management | Check out enhanced feature of using picklist values
Working with Templates: Error notificationExtendInsights Data Management | Know the different color notifications when errors or warnings are prompted by NetSuite
Working with Templates: Sharing TemplatesExtendInsights Data Management | Learn how to share a template with other users in your organization
Working with Templates: Delete your templatesExtendInsights Data Management | Know how to delete ExtendInsights templates
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to Add or Remove Fields from Existing Templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?ExtendInsights Data Management | Using internal ID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?ExtendInsights Data Management | Renaming Header names in Excel
Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Rearranging fields in a template
Working with Templates: Creating templates for NetSuite custom transaction typesExtendInsights Data Management | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types
Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to refresh picklist values
Retrieve Data: How to Retrieve Data using NetSuite internal IdsExtendInsights Data Management | A guide on how to pull recording using Internal Id
Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved SearchExtendInsights Data Management | Learn how to pull records using Saved search
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: Global Filters across Multiple WorkbooksExtendInsights Data Management | Access your filters across workbooks, in different browsers
Retrieve Data: Can I filter records by fields with no value in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Filtering fields with no value
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | Have existing records to update in NetSuite? Learn the steps on how to make changes to a record
Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | See different ways to create records using ExtendInsights templates
Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn the steps on how to remove a line or delete an entire record
Manage Records: ExtendInsights for Data Management NetSuite Background UploadExtendInsights Data Management | Learn how the Background Upload works
Manage Records: How to update 1 row, multiple rows, or all rows using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | With ExtendInsights you can upsert 1 or more rows from Excel back to NetSuite
Manage Records: Updating Select Lines with ExtendInsights for Data Management NetSuite without losing dataExtendInsights Data Management | Learn how to use Replace All to update only select lines on a record