CloudExtend Excel for NetSuite

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Justine Burdo avatar Phani Raj Kuchibhotla avatar Chris Corcoran avatar
86 articles in this collection
Written by Justine Burdo, Phani Raj Kuchibhotla, and Chris Corcoran
Getting Started

Install CloudExtend Excel for NetSuite from Office Store

CENS | Install instructions for CloudExtend Excel for NetSuite
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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel for NetSuite: Getting Started Guide

Follow these steps to configure CloudExtend Excel for NetSuite and get started.
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Written by Justine Burdo
Updated this week

CloudExtend Excel for NetSuite Beginners Guide

This guide will help you understand the basic concepts of the CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

What are CloudExtend Excel for NetSuite templates?

CENS | Explanation of what CloudExtend Excel for NetSuite templates
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Written by Justine Burdo
Updated over a week ago

3 ways to retrieve data from NetSuite in CloudExtend

3 ways to retrieve NetSuite data in CloudExtend Excel for NetSuite
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Written by Justine Burdo
Updated over a week ago

Creating new NetSuite records from CloudExtend Excel

Create net new NetSuite records directly from Excel and push it up to NetSuite.
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Written by Justine Burdo
Updated over a week ago

Using picklists (drop down fields) with CloudExtend Excel for NetSuite

Picklist values can be selected from a drop down list or entered directly in the cell. Learn more here.
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Written by Justine Burdo
Updated over a week ago

How to delete NetSuite records from Excel

Deleting NetSuite records from Excel.
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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel for NetSuite Suite Bundle.

Learn how to install and use CloudExtend Excel bundle to customize the app and get access to advanced features.
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago
FAQ

Subscribing to CloudExtend Excel for NetSuite

CENS | Learn how to subscribe to CloudExtend Excel for NetSuite directly from within the App
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Written by Chris Corcoran
Updated over a week ago

Why did Celigo build a new SmartClient?

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Written by Chris Corcoran
Updated over a week ago

Learn how to use CloudExtend Excel for NetSuite's free reporting engine

CENS | Canceled user? Learn how to continue using CloudExtend Excel for NetSuite's reporting engine for free
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Downloading NetSuite Saved Searches into Excel

CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for for free. Learn when to use this option here.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How to work with multiple subsidiaries in CloudExtend Excel for NetSuite

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Which NetSuite fields are required when building a CloudExtend Excel for NetSuite template?

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Written by Justine Burdo
Updated over a week ago

Why don't my search results stream into Excel in the same way they appear in NetSuite

CENS | Learn about the differences between NetSuite search results and CloudExtend's saved search import feature
Chris Corcoran avatar
Written by Chris Corcoran
Updated this week

How do I know which version of CloudExtend Excel I'm using?

Learn how to tell if you are using Celigo's Classic Edition (SmartClient) or CloudExtend Excel for NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for NetSuite can be installed by your Office 365 Admin

CENS | Does your company prohibit access to the Microsoft Office Store? Learn how your admin can provide you access to our App.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

A mandatory update is available for Celigo Excel SmartClient for NetSuite Classic Edition (TLS 1.2 support)

Learn how to update your SmartClient for NetSuite Classic edition with support for TLS 1.2
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

What Features Are Available In CloudExtend Excel For NetSuite During The Trial Period?

Limitations of CloudExtend Excel for NetSuite during the trial period.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

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 for NetSuite template?

Exposing the NetSuite Field ID's in NetSuite.
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Written by Justine Burdo
Updated over a week ago

Can I Log Into CloudExtend Excel using SSO or 2 Factor Authentication?

CENS | 2FA SSO and TBA information for CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite - Security FAQ

Security information on CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

Using a formula to remove the bracketed internal ID of a field

Building a pivot table or report off of your data and don't want to see the [[nnnn]] referenced in the data?
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Can I filter records by fields with no value in CloudExtend Excel for NetSuite?

Filtering fields with no value.
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Written by Justine Burdo
Updated over a week ago

How can I set recorder points by location in CloudExtend Excel for NetSuite?

Setting reorder points by location in CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

How to manage CloudExtend Excel for NetSuite Enterprise Licenses And Administer Users

Logging in and managing CloudExtend Excel for NetSuite Enterprise Users.
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Written by Justine Burdo
Updated over a week ago

Modifying the data operations batch sizes for CloudExtend Excel for NetSuite

CloudExtend uploads and download the records in batches of 50 at a time. NetSuite admins can change the default upload/download batch size.
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Written by Justine Burdo
Updated over a week ago

Customizing CloudExtend Excel for NetSuite to modify default settings

Learn how to override default settings such as custom batch sizes and treating warnings as errors.
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Written by Justine Burdo
Updated over a week ago

Configuring CloudExtend Excel for NetSuite to treat warnings as errors

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Written by Justine Burdo
Updated over a week ago

How do I side load CloudExtend Excel for NetSuite on my Windows Desktop?

Side loading CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

Does CloudExtend Excel for NetSuite support custom segments?

CENS | Updating Custom Segments Using CloudExtend Excel For NetSuite
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Written by Justine Burdo
Updated over a week ago

How to update 1 row, multiple rows or all rows using CloudExtend Excel for NetSuite

With CloudExtend Excel for NetSuite you can upsert 1 or more rows from Excel back to NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I rename the field names in my CloudExtend Excel for NetSuite table?

Renaming field names in CloudExtend Excel for NetSuite.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Why do I not see all my fields when building a template in CloudExtend Excel for NetSuite?

When building a template in CloudExtend Excel for NetSuite all of the fields are not in the drop down.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I rearrange my fields in a template for CloudExtend Excel for NetSuite?

Rearranging fields in a template for CloudExtend Excel for NetSuite.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
Tips and Tricks

Creating templates for NetSuite custom transaction types

CENS | Learn how to create CloudExtend Excel templates for NetSuite custom transaction types
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Written by Chris Corcoran
Updated over a week ago

Receiving Purchase Orders with CloudExtend Excel

CENS | Looking to save time using Item Receipts with Excel?
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Written by Chris Corcoran
Updated over a week ago

Use Excel Macros and CloudExtend Excel for NetSuite to work faster

Use macros to insert formulas or perform other repetitive tasks.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How do I share CloudExtend Excel for NetSuite templates with others?

Sharing CloudExtend Excel for NetSuite templates
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

How to create multi-line transactions in CloudExtend Excel for NetSuite

Creating multi-line transactions with CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

How can I use Internal ID's to reference a valid value in a picklist field?

Using internalID's with the CloudExtend Excel for NetSuite.
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Written by Justine Burdo
Updated over a week ago

Use Refresh to quickly retrieve one or more NetSuite records

Product | CloudExtend Excel for NetSuite | Use the refresh action to view one or more NetSuite records in Excel
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How can I create a custom price for an item(s) using CloudExtend Excel for NetSuite?

Product | CloudExtend Excel for NetSuite | Creating a custom price in CloudExtend Excel for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Setting values to null and removing lines

This article will cover two features, setting field values to null and removing select lines from transactions.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Tips to avoid overwriting the Amount value on a transaction

Notification: The line total amount is not equal to the item price times the quantity.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I create and update records using External ID in CloudExtend Excel for NetSuite?

Using the External ID in CloudExtend Excel for NetSuite
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Written by Justine Burdo
Updated over a week ago

Finding your NetSuite field names in the template builder

Product | CloudExtend Excel for NetSuite | Not seeing your NetSuite fields in the template? Learn how to correlate display names to field ID
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Moving from CloudExtend Excel Custom Record to the CloudExtend Bundle

CENS | Learn how to move your custom settings to the Celigo CloudExtend bundle.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago
Troubleshooting

How do I determine whether my office installation is Click-To-Run Or MSI-Based?

Determine which version of Excel you have.
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Written by Justine Burdo
Updated over a week ago

Permission Errors with CloudExtend Excel for NetSuite

Error: You do not have permissions to set a value for element
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Written by Justine Burdo
Updated over a week ago

Why aren't my custom fields displaying in CloudExtend Excel for NetSuite when trying to build a template?

If you're unable to see custom fields as you create templates don't despair, here's the solution.
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Written by Justine Burdo
Updated over a week ago

Why am I getting a message saying CloudExtend Cannot Continue Under The Current Configuration Of Your System?

Error: CloudExtend Cannot Continue Under The Current Configuration Of Your System
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Written by Justine Burdo
Updated over a week ago

Why am I receiving the following error: Something seems to be wrong. Please retry the operation again?

Error: Something seems to be wrong. Please retry the operation again.
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Written by Justine Burdo
Updated over a week ago

Re-running saved searches with CloudExtend Excel for NetSuite

Product: CloudExtend Excel for NetSuite | How do I rerun my saved search results
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Why am I receiving the following error in CloudExtend Excel for NetSuite? The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.

Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Problems with the column order when downloading NetSuite saved searches in raw-data mode

Product: CloudExtend Excel for NetSuite - Learn why column orders in Excel are different than NetSuite search results
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel For NetSuite is not giving me Picklist Values for a field.

Picklist values are not loading for a field.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Why am I seeing the error "Response stream exceeded limit of 5242880 bytes"? Is there a limit on the number of records CloudExtend Excel for NetSuite can upload/download?

Error: Response stream exceeded limit of 5242880 bytes.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Why am I receiving this error “General Exception” Or “Internal Error Occurred” in CloudExtend Excel for NetSuite?

Error: General Exception Or Internal Error Occurred.
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Written by Justine Burdo
Updated over a week ago

After installing CloudExtend Excel For NetSuite the add-in will not load.

Product | CloudExtend Excel for NetSuite | CloudExtend Excel for NetSuite will not load
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Written by Justine Burdo
Updated over a week ago

Recommended Cache & Cookie Settings For CloudExtend Excel for NetSuite

It is recommended that the Cache and Cookie settings are updated as described in this article.
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Written by Justine Burdo
Updated over a week ago

How To Assign Web Services Permission To A Role?

CENS | Web services must be enabled for CloudExtend Excel for NetSuite to function properly.
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Written by Justine Burdo
Updated over a week ago

I can no longer log into my Sandbox Account in CloudExtend Excel for NetSuite since the upgrade to 2.0

Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

I am receiving this error when trying to login to CloudExtend Excel for NetSuite. Office 2016: ADD-IN ERROR - This add-in could not be started. Close this dialog to ignore the problem or click "restart" to try again.

Error: ADD-IN ERROR - This add-in could not be started. Close this dialog to ignore the problem or click "restart" to try again.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

When trying to Select a Record Type when building a template you receive the following error, "Invalid Login. Customer access is disabled".

Error Message: Invalid login. Customer access is disabled
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Written by Justine Burdo
Updated over a week ago

Error: We have a problem retrieving Saved Searches from your connected NetSuite Account

Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Enabling In Memory Mode for CloudExtend Excel for NetSuite

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Written by Phani Raj Kuchibhotla
Updated over a week ago

I have access to all fields on the record but still getting an error

CENS | Resolving read-only, associated feature is disabled, field available when record is created or updated issues
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago
Release Notes

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 7 Aug 2018 Release Notes

See What's new with CloudExtend Excel for NetSuite
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Written by Phani Raj Kuchibhotla
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 12 Jun 2018 Release Notes

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Written by Phani Raj Kuchibhotla
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 6 Jun 2018 Release Notes

CloudExtend Excel for NetSuite Release Notes
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Written by Phani Raj Kuchibhotla
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition: 9 May 2018 Release Notes

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Written by Phani Raj Kuchibhotla
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition: 17 Apr 2018 Release Notes

See what's new with CloudExtend Excel for NetSuite
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Written by Phani Raj Kuchibhotla
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 16th Jan 2018 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 13 Dec 2017 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 31 Oct 2017 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 27 Sep 2017 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 24/Aug/17 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : 31/Jul/17 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : Jul '17 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : May'17 Release Notes

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Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For NetSuite Personal/Enterprise Edition : Apr'17 Release Notes

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Written by Justine Burdo
Updated over a week ago