Use this guide to find the main controls for working with NetSuite records in ExtendInsights.
Worksheet and template layout
When you load a template, the worksheet becomes your workspace. You can retrieve, create, update, and, if your NetSuite role permits, delete records.
All actions respect NetSuite permissions and validation rules.
Template Structure
Understanding the template layout helps prevent errors.
Row 1 – Mapping Syntax
Holds the internal mapping between Excel and NetSuite fields
Hidden by default
Should not be edited unless you are a power user
Editing this row can break the template.
Row 2 – Table Headers
Displays the column headers visible to users
Can be safely edited to make field names more user-friendly
Header name changes do not affect how data maps to NetSuite
Column A – Reserved Messages
Color-coded:
🔴 Red = Error
🟡 Yellow = Warning
🟢 Green = Success
Cell Operations (Picklist Selection)
Used for list-type NetSuite fields (Accounts, Items, Entities, etc.)
Redesigned to be expandable and easier to use
Allows you to select valid NetSuite values without memorizing IDs
➡️ Learn more about Cell Operations
Menu
The Menu is the control center for ExtendInsights.
From the Menu, you can:
View upload status and job history
Switch NetSuite roles and environments (Production, Sandbox, Test Drive)
Access and manage templates
Configure global settings such as Background Upload
Change the app theme (Light, Dark, or System default)
➡️ Get familiar with the Menu options in this guide
Menu and template controls
The Menu provides access to:
Upload status and job history
NetSuite connections, roles, and environments
Saved templates
Settings, including Background Upload
App theme
Use the Template Toggle to choose how to start:
Leave it off when building a template for the first time.
Turn it on to select and reuse a saved template.
Choose a workflow
Search and Download: Retrieve records using a Saved Search, Data Filter, or internal ID. You can use a new or saved template.
Create New Records: Create records, update existing records, or add or remove transaction lines.
Need Help Button
Click the Help button to contact Support directly from the app.
You can also:
Reach out to your Customer Success Manager at
cloudextend-success@celigo.comVisit the Help Center at
https://www.cloudextend.io/support/
Summary
The ExtendInsights interface is designed to:
Make NetSuite data management intuitive
Reduce context switching between Excel and NetSuite
Provide clear feedback during data operations
Once you understand the workspace, templates, and Menu, you’ll be able to work confidently and efficiently in Excel.