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CloudExtend Excel Data Management for NetSuite

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118 articles
CloudExtend Excel for NetSuite RoadmapXLNS | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Learn How To Get Support For CloudExtend Excel Data Management For NetSuiteXLNS | Can't find what your are looking for? Learn how to get more support here

Getting Started

🔍 Find all your important CloudExtend Excel Data Management for NetSuite Resources in 1 place here!XLNS l Guides and resources to ensure you are setup for success
Best Practices for CloudExtend Excel Data Management for NetSuiteXLNS | Learn about the best practices when using CloudExtend Excel Data Management for NetSuite
CloudExtend Excel Data Management for NetSuite Go Live Checklist and End-user Guidelines
Getting Started: CloudExtend Excel Data Management for NetSuiteXLNS | Follow these steps to configure CloudExtend Excel Data Management for NetSuite and get started
Getting Started: CloudExtend Excel Data Management for NetSuite Beginners GuideXLNS | This guide will help you understand the basic concepts of the CloudExtend Excel Data Management for NetSuite
Admin: CloudExtend Excel Data Management for NetSuite can be installed by your Office 365 AdminXLNS | Learn how Admins can install CloudExtend Apps for multiple users at once
Admin: CloudExtend Excel Data Management for NetSuite BundleXLNS | Learn how to install and use the CloudExtend Excel bundle to customize the app and get access to advanced features
Licensing: How to manage CloudExtend Excel Data Management for NetSuite Enterprise Licenses And Administer UsersXLNS | Logging in and managing CloudExtend Excel Data Management for NetSuite Enterprise Users
Admin: CloudExtend Excel Data Management for NetSuite Setup Guide (Enterprise)XLNS | Guide to help streamline your setup
Settings: Install CloudExtend Excel Data Management for NetSuiteXLNS | Install instructions for CloudExtend Excel for NetSuite
Settings: Login into CloudExtend Excel Data Management for NetSuiteXLNS | Login instructions for CloudExtend Excel for NetSuite
Settings: Setting up Token-Based Authentication For CloudExtend Excel Data Management For NetSuiteXLNS | Learn how to enable TBA for your organization and end users
Settings: Subscribing to CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to purchase CloudExtend Excel Data Management for NetSuite directly from within the application
Settings: Can I Log Into CloudExtend Excel Data Management using SSO, TBA, or 2 Factor Authentication?XLNS | Learn how to use TBA for 2FA roles with CloudExtend Excel Data Management for NetSuite
Settings: Upgrading from CloudExtend Excel Data Management for NetSuite Personal Edition to EnterpriseXLNS | Learn how to upgrade editions
Settings: Recommended Cache & Cookie Settings For CloudExtend Excel Data Management for NetSuiteXLNS | It is recommended that the Cache and Cookie settings are updated as described in this article
Settings: How do I know which version of CloudExtend Excel I'm using?XLNS | Learn how to tell if you are using Celigo's Classic Edition (SmartClient) or CloudExtend Excel Data Management for NetSuite
FAQ: Maximizing CloudExtend Excel Data Management for NetSuite PerformanceXLNS | Learn how CloudExtend handles queues, concurrency limits, and best practices for maximizing performance
FAQ: Moving from CloudExtend Excel Custom Record to the CloudExtend BundleXLNS | Learn how to move your custom settings to the Celigo CloudExtend bundle
FAQ: Configuring CloudExtend Excel Data Management for NetSuite to treat warnings as errorsXLNS | How to configure CloudExtend Excel to treat warnings as errors

Learn more about CloudExtend Excel for NetSuite

Working with Templates: Learn about CloudExtend Excel Data Management for NetSuite templatesXLNS | Explanation of what CloudExtend Excel Data Management for NetSuite templates
Working with Templates: Finding your NetSuite field names in the template builderXLNS | Not seeing your NetSuite fields in the template? Learn how to correlate display names to field ID
Working with Templates: Adding New NetSuite fields onto CloudExtend TemplatesXLNS | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: Which NetSuite fields are required when building a CloudExtend Excel Data Management for NetSuite template?XLNS | How to determine required fields in NetSuite
Working with Templates: Using picklists (drop down fields) with CloudExtend Excel Data Management for NetSuiteXLNS | Picklist values can be selected from a drop-down list or entered directly into the cell
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?XLNS | Using internalID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Why do I not see all my fields when building a template in CloudExtend Excel Data Management for NetSuite?XLNS NexGen | When building a template in CloudExtend Excel Data Management for NetSuite all of the fields are not in the drop-down
Working with Templates: Can I rename the field names in my CloudExtend Excel Data Management for NetSuite table?XLNS | Renaming field names in CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rearrange my fields in a template for CloudExtend Excel Data Management for NetSuite?XLNS | Rearranging fields in a template for CloudExtend Excel Data Management for NetSuite
Manage Records: Creating new NetSuite records from CloudExtend Excel Data Management for NetSuiteXLNS | Create new NetSuite records directly from Excel and push it up to NetSuite
Manage Records: How to update 1 row, multiple rows, or all rows using CloudExtend Excel Data Management for NetSuiteXLNS | With CloudExtend Excel Data Management for NetSuite, you can upsert 1 or more rows from Excel back to NetSuite
Manage Records: Updating Select Lines With CloudExtend Excel Data Management for NetSuite without losing dataXLNS | Learn how to use Replace All to update only select lines on a transaction and incrementally improve performance
Manage Records: CloudExtend Excel Data Management for NetSuite Burst Mode UploadXLNS | Learn how the Burst Mode Upload works in CloudExtend Excel for NetSuite
Manage Records: How to create multi-line transactions in CloudExtend Excel Data Management for NetSuiteXLNS | Creating multi-line transactions with CloudExtend Excel Data Management for NetSuite
Manage Records: Setting values to null and removing linesXLNS | This article will cover two features, setting field values to null and removing select lines from transactions
Manage Data: Deleting NetSuite records from ExcelXLNS | Deleting NetSuite records from Excel
Retrieve Data: Three ways to retrieve data from NetSuite in CloudExtendXLNS | 3 ways to retrieve NetSuite data in CloudExtend Excel for NetSuite
Retrieve Data: Use Refresh to quickly retrieve one or more NetSuite recordsXLNS | CloudExtend Excel for NetSuite | Use the refresh action to view one or more NetSuite records in Excel
Retrieve Data: Understanding which values are overwritten during refresh operation in CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to retain formulas and values during the refresh operation
Retrieve Data: Downloading NetSuite Saved Searches into ExcelXLNS | CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for free. Learn when to use this option here
Retrieve Data: Learn how to use CloudExtend Excel Data Management for NetSuite's free reporting engineXLNS | Canceled user? Learn how to continue using CloudExtend Excel Data Management for NetSuite's reporting engine for free
Retrieve Data: Can I filter records by fields with no value in CloudExtend Excel Data Management for NetSuite?XLNS | Filtering fields with no value

Tips and Tricks

Sample Template: Creating New Inbound Shipment records with CloudExtendXLNS | Learn how to work with Inbound Shipment Records and Purchase Order Line Unique Keys
Sample Template: Creating templates for NetSuite custom transaction typesXLNS | Learn how to create CloudExtend Excel templates for NetSuite custom transaction types
Sample Template: How can I create a custom price for an item(s) using CloudExtend Excel Data Management for NetSuite?XLNS | Creating a custom price in CloudExtend Excel for NetSuite
Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work fasterXLNS | Use macros to insert formulas or create templates for other repetitive tasks
Tips & Tricks: How do I share CloudExtend Excel Data Management for NetSuite templates with others?XLNS | Sharing CloudExtend Excel Data Management for NetSuite templates
Tips & Tricks: How can I expose NetSuite Field IDs so it is easier for me to find the correct field IDs to add to my CloudExtend Excel Data Management for NetSuite template?XLNS | Exposing the NetSuite Field ID's in NetSuite
Tips & Tricks: Tips to avoid overwriting the Amount value on a transactionXLNS | The line total amount is not equal to the item price times the quantity
Tips & Tricks: Can I create and update records using External ID in CloudExtend Excel Data Management for NetSuite?XLNS | Using the External ID in CloudExtend Excel Data Management for NetSuite
Tips & Tricks: How can I set reorder points by location in CloudExtend Excel Data Management for NetSuite?XLNS | Setting reorder points by location in CloudExtend ExcelData Management for NetSuite

FAQ

FAQ: How to use NextGen version of CloudExtend Excel Data Management NetSuiteXLNS NextGen | Switch from the production to the NextGen version of CloudExtend Excel Data Management application
CloudExtend Operations ExplainedXLNS | Know how CloudExtend interacts with NetSuite when using templates
FAQ: How to Refresh Metadata via CloudExtend Data Management for NetSuiteXLNS | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Disable caching for picklist valuesXLNS | Learn how to turn off caching of picklist values and set it as a real time lookup
FAQ: How are workflows/scripts affected when updating or creating records using CloudExtend Excel Data Management?XLNS | Learn how workflows/scripts affect when managing data using CloudExtend
FAQ: How to work with multiple subsidiaries in CloudExtend Excel Data Management for NetSuiteXLNS | Setup if you are working on multiple subsidiary using CloudExtend
FAQ: Regional date formats with CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to work with date formats in regions other than the US
FAQ: Working with Matrix Items in CloudExtend Excel Data Management for NetSuiteXLNS | Learn more about working with matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldXLNS | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: Why don't my search results stream into Excel in the same way they appear in NetSuiteXLNS | Learn about the differences between NetSuite search results and CloudExtend's saved search import feature
FAQ: Sideload CloudExtend Excel Data Management for NetSuiteXLNS | Side loading CloudExtend Excel Data Management for NetSuite
FAQ: Does CloudExtend Excel Data Management for NetSuite support custom segments?XLNS | Updating Custom Segments Using CloudExtend Excel Data Management for NetSuite
FAQ: Customizing CloudExtend Excel Data Management for NetSuite to modify default settingsXLNS | Learn how to override default settings such as custom batch sizes and treat warnings as errors
FAQ: CloudExtend Excel Data Management for NetSuite Add-In Issue for MacsXLNS | Learn about an issue with all Microsoft Add-Ins that causes them to stop running when Excel loses focus
FAQ: Logging in to CloudExtend Excel Data Management for NetSuiteXLNS | Learn about the TBA and SSO options available to you when signing in to CloudExtend Excel Data Management for NetSuite
FAQ: Re-running saved searches with CloudExtend Excel for NetSuiteXLNS | How do I rerun my saved search results
FAQ: How To Assign SOAP Web Services Permission To A Role?XLNS | SOAP Web Services must be enabled for CloudExtend Excel Data Management for NetSuite to function properly
FAQ: How do I determine whether my office installation is Click-To-Run Or MSI-Based?XLNS | Determine which version of Excel you have

Troubleshooting

Troubleshooting: Formula not CalculatingXLNS | See steps how to fix issues when your formulas are not working in Excel
Troubleshooting: CloudExtend icon is missing on data tabXLNS | CloudExtend Excel Data Management for NetSuite icon has gone missing
Troubleshooting: Why aren't my custom fields displaying in CloudExtend Excel Data management for NetSuite when trying to build a template?XLNS | If you're unable to see custom fields as you create templates don't despair, here's the solution
Troubleshooting: Problems with the column order when downloading NetSuite saved searches in raw-data modeXLNS | Learn why column orders in Excel are different than NetSuite search results
Troubleshooting: CloudExtend Excel Data Management For NetSuite is not giving me Picklist Values for a fieldXLNS | Picklist values are not loading for a field
Troubleshooting: Enabling In Memory Mode for CloudExtend Excel Data Management for NetSuiteXLNS | Unable to get property 'suspend' of undefined or null reference
Troubleshooting: TBA login Error Invalid Login CredentialsXLNS | How to resolve "Invalid Login Credentials" when logging into CloudExtend Excel using TBA
Troubleshooting: After installing CloudExtend Excel Data Management for NetSuite the add-in will not loadXLNS | CloudExtend Excel Data Management for NetSuite will not load
Error: Something seems to be wrong. Please retry the operation again?XLNS | Why are you getting the error "Something seems to be wrong. Please retry the operation again"
Error: Invalid Entity. Given purchase order ID do not match given entity: <Entity ID>XLNS | Learn about the ramifications of updating the entity (vendor) field on a vendor bill if it is associated with a Purchase Order
Error: "Invalid login attempt" when trying to update data in CloudExtend Excel Data Management for NetSuite?XLNS | NetSuite 2018.2 requires 2-factor authentication for Admin roles which causes invalid login attempt
Error: You do not have permission to set a value for element. Permission Errors with CloudExtend Excel Data Management for NetSuiteXLNS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Error: You do not have permissions to set a value for element due to one of the following reasonsXLNS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Error: CloudExtend Cannot Continue Under The Current Configuration Of Your System?XLNS | Why are you getting a message saying CloudExtend cannot continue under the current configuration of your system
Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenanceXLNS | Why are you receiving the following error The account you are trying to access is currently unavailable
Error: Response stream exceeded limit of 5242880 bytes"? Is there a limit on the number of records CloudExtend Excel Data Management for NetSuite can upload/download?XLNS | Why are you seeing the error "Response stream exceeded limit of 5242880 bytes"
Error: “General Exception” Or “Internal Error Occurred” in CloudExtend Excel Data Management for NetSuite?XLNS | Why are you receiving this error "General Exception Or Internal Error Occurred"
Error: I have access to all fields on the record but still getting an errorXLNS | Resolving read-only, associated feature is disabled, field available when record is created or updated issues
Error: I can no longer log into my Sandbox Account in CloudExtend Excel Data Management for NetSuite since the upgrade to 2.0XLNS | The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance
Error: ADD-IN ERROR 'This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try againXLNS | Learn how to troubleshoot Microsoft add-ins when they won't fully load
Error: We have a problem retrieving Saved Searches from your connected NetSuite AccountXLNS | Learn why you are having problem retrieving Saved Searches
Error: When trying to Select a Record Type when building a template you receive the following error, "Invalid Login. Customer access is disabled"XLNS | Error Message: Invalid login. Customer access is disabled

Business Use Cases

Creating Journal Entries using CloudExtend Excel Data Management for NetSuiteXLNS | This will show you how to create Journal Entries using CloudExtend
How to Create NetSuite Budgets using CloudExtendXLNS | This will show how to create and manage Budget Records via CloudExtend
How to Create Transfer Order via CloudExtend Data Management for NetSuiteXLNS | This article will show you how to create transfer order via Excel and using the CloudExtend application
How to Create Inventory Adjustment via CloudExtend Excel Data Management for NetsuiteXLNS | Learn how to create inventory adjustment using the CloudExtend application
How to Create and Update Sales Orders using CloudExtendXLNS | Learn how to manage Sales Orders via CloudExtend application
Creating & Managing NetSuite Promotion Codes with CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to create and manage NetSuite Promotion Codes
Creating, Editing, and Viewing NetSuite Quotes in ExcelXLNS | Learn how to present beautiful Excel-based quotes to your customers. Plus view/edit/create directly in Excel
How to Create NetSuite Expense Reports From ExcelXLNS | This article will show you how to create Expense Reports when using CloudExtend Data Management
Fulfill NetSuite Sales OrdersXLNS | Learn how to fulfill NetSuite Sales Orders (in full or partial)
Importing Credit Card Statements into NetSuite as Journal EntriesXLNS | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Receiving Purchase Orders with CloudExtend Excel Data Management for NetSuiteXLNS | Looking to save time using Item Receipts with Excel?
Learn how to create a bank deposit record in NetSuiteXLNS | Learn how to create bank deposits in NetSuite
How to Create NetSuite Bill of Materials and BOM revisions with CloudExtend Data Management for NetSuiteXLNS | This article will show you how to create Bill of Materials and Bill of Material Revisions with CloudExtend Data Management