Keeping NetSuite data accurate is critical. ExtendInsights Data Management allows you to download existing records, make updates in Excel, and send changes back to NetSuite, all while respecting NetSuite’s native security and data integrity rules.
This article walks through the most common update scenarios.
Step 1: Download Existing Records from NetSuite
Before updating records, you must first retrieve them into an ExtendInsights template. You can download records using any of the following methods:
Once the records are loaded into Excel, you can safely make changes.
Step 2: Update Data in the Template
After downloading records, you can modify values directly in Excel and upload the changes back to NetSuite.
Common update scenarios include:
Updating Data on an Existing Record
In this example, we will:
Add a Memo value at the header level
Change Debit and Credit amounts from 100 to 50
Add Location = Boston at the line level
Step 1: Make Your Changes in Excel
Edit the required fields directly in the template.
🚨 Important:
To update an existing record, do not change Column B – Internal ID.
ExtendInsights uses the Internal ID to determine that the record already exists and should be updated.
Step 2: Upload Changes to NetSuite
In the ExtendInsights panel, click Upload to NetSuite.
Select Upload Records.
Step 3: Confirm Success
Internal IDs highlighted in green indicate a successful update.
To confirm the update, open the record in NetSuite and verify the changes.
➡️ Learn more about error and warning notifications during uploads.
Updating Selected Records Only
Highlight the rows or cells you want to update.
Click Upload to NetSuite.
Enable Records on selected rows only.
Click Upload Selected Records. Only the selected records will be sent back to NetSuite.
Internal IDs highlighted in green indicate a successful update.
To confirm the update, open the record in NetSuite and verify the changes.
➡️ Learn more about error and warning notifications during uploads.
Inserting an additional line/s to an existing record
You can add new lines to an existing transaction (for example, Journal Entries or Vendor Bills) directly from Excel.
Download the existing record into Excel.
Insert additional rows for the new lines.
Ensure header-level fields remain the same across all rows.
This tells ExtendInsights the lines belong to the same record.
Enter values for the new line-level fields.
Upload the records using Upload to NetSuite.
Internal IDs highlighted in green indicate a successful update.
To confirm the update, open the record in NetSuite and verify the changes.
➡️ Learn more about error and warning notifications during uploads.
Summary
Download existing records into an ExtendInsights template
Make updates directly in Excel
Keep the Internal ID unchanged to update records correctly
Upload all or selected records back to NetSuite
Validate results in NetSuite after upload
Need Help?
If updates don’t behave as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and screenshots if possible.