For optimal performance of CloudExtend Excel for NetSuite, it is recommended that the Cache and Cookie settings are updated as given below.
For PC Users
These should be set in your Internet Explorer Browser (on PC) as Microsoft Excel Add-in uses Internet Explorer as the browser behind the scenes.
Step 1: You can change your Cache settings by following the below steps . On your Internet Explorer, open Internet Options ,which should open a popup as seen below.
Step 2: Here click on "Settings" button (highlighted in red in above image), which should open another pop up as shown below.
Step 3: In the above window , Set "Notify me when a website cache or database exceeds" value to 250 MB.
NOTE: CloudExtend today caches a lot of Metadata from NetSuite including Standard and Custom Record Types, Record fields and pick lists in browser cache, so that we don't make a call to NetSuite every time you fetch this frequently used data. Celigo is continuously working to optimize this approach and the amount and of data we cache in your browser and will try to reduce this size requirement in future.
NOTE: Some versions of Internet Explorer browsers does not have this option, in such a case you can ignore this setting.
Step 4: On your Internet Explorer, open Internet Options, then the Privacy Tab.
Step 5: Here, click on the "Sites" button, which should open a window as shown below.
Step 6: Here you should find smartclient.io as Always Allow . If it is not the case, in the "Address of Website" text box , add https://smartclient.io and click “Allow” Button and Click OK. You will see a pop up as below.
Step 7: Now click on Advanced Button.
Step 8: Here ensure that your settings match the ones as shown above.
- Accept First-party cookies,
- Accept Third-party Cookies ,
- Check Always allow session cookies
Step 9: Click OK in all popups and Login to CloudExtend Excel for NetSuite.
If you still have an issue logging into CloudExtend contact email@example.com or file a ticket at celigo.com/support.