FAQs
Frequently Asked Questions for ExtendInsights for Data Management NetSuite
27 articles
- Overview: ExtendInsights Data Management for NetSuiteExtendInsights Data Management | Create, update, and manage NetSuite records directly from Excel
- Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | Common questions about the new version of the application
- Feature Comparison: ExtendInsights Data Management – Legacy vs Current VersionExtendInsights Data Management | Compare capabilities between the legacy and current version
- FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Learn what you can access and manage from the Menu
- FAQ: SOAP Web Services Endpoint (WSDL) Version Supported by 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: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | When and how to adjust browser cache and cookie settings
- 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: Configuring ExtendInsights for Data Management NetSuite to Treat Warnings as ErrorsExtendInsights Data Management | Control how warnings are handled during uploads
- FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | How ExtendInsights handles queues, concurrency, and performance best practices
- FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
- FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Override default settings such as batch sizes and warning behavior
- FAQ: Deprecation/Removal of Raw Download and Search JoinsExtendInsights Data Management |Some legacy capabilities are not included in the new version
- FAQ: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade edition
- 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: Real-Time vs Background UploadExtendInsights Data Management | Understand the two upload methods in ExtendInsights
- FAQ: How to Assign SOAP Web Services Permission to a NetSuite RoleExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
- FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
- FAQ: How to Manage Records Using Multi-Select FieldsExtendInsights Data Management | Create and update NetSuite records with multi-select fields
- FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
- FAQ: ExtendInsights NetSuite Environment Color GuideExtendInsights Data Management | Quickly identify which environment you're working
- FAQ: How to Refresh Metadata in ExtendInsights (Fields, Picklists, and Customizations)ExtendInsights Data Management | Refresh custom fields, picklists, and ExtendInsights metadata
- FAQ: How to Default to Background UploadExtendInsights Data Management | Configure Background Upload as the default option
- FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn how to use the Cell Operations (picklist) panel
- 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: Force Excel to see your fields as general formatExtendInsights Analytics | Learn how to ensure your data is treated as general format in Excel
- FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?