ExtendInsights Data Management allows you to update or create NetSuite records directly from Excel. You can choose to upload one row, multiple rows, or all rows in your template.
This article explains how row selection works and how to safely control what gets sent to NetSuite.
How ExtendInsights Decides Between Update vs Create
ExtendInsights uses the Internal ID (Column B) to determine what action to take:
Internal ID is present → The existing NetSuite record is updated
Internal ID is empty → A new NetSuite record is created
⚠️ READ ME FIRST: Important Upload Rules
Select Consecutive Rows Only
When uploading selected rows:
Rows must be consecutive
There must be no empty rows or gaps
If a gap exists:
NetSuite will process rows only up to the first gap
Rows after the gap will be ignored
Upload in Batches (Non-Consecutive Rows)
If your data is not consecutive:
Select the first set of consecutive rows
Upload the rows
Confirm the upload was successful
Select the next set of consecutive rows
Repeat until all rows are processed
This ensures no records are skipped.
Update One Row at a Time
Use this when you want to update a single record.
Click any cell within the row you want to update.
Enable Records on selected rows only.
Upload the records.
ExtendInsights updates the record associated with that row.
Update Multiple Rows at a Time
Use this when updating several records together.
Highlight the cells across the rows you want to update.
Ensure the rows are consecutive.
Enable Records on selected rows only.
Upload the records.
Only the selected rows are sent to NetSuite.
Update All Rows at Once
Disable (uncheck) Records on selected rows only.
Upload the records.
ExtendInsights sends all rows in the template to NetSuite.
⚠️ Warning:
Hidden rows are still uploaded. Hiding rows does not exclude them from processing.
Global Setting: Use Selected Rows Only
ExtendInsights includes a global setting to control row selection behavior by default.
Go to Menu → Settings
Toggle Use Selected Rows Only on or off
This setting applies across your workflows and can be changed at any time.
➡️ See related article to learn more.
Choose Your Upload Method
ExtendInsights offers two upsert methods:
Real-Time Upload
Best for small datasets
Immediate feedback
Background Upload
Best for large datasets
Supports multiple concurrent uploads
Runs asynchronously
📘 Learn more about Background Upload.
Summary
Internal ID controls update vs create behavior
You can update one, many, or all rows
Selected rows must be consecutive
Hidden rows are still processed
Global settings help control default behavior
Choose the right upload method based on data size
Need Help?
If rows are not updating as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include screenshots showing your row selection and settings if possible.