FAQs
Frequently Asked Questions for ExtendInsights for Data Management NetSuite
28 articles
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