Welcome to ExtendInsights for NetSuite. We’re glad to have you on board.

This guide helps Enterprise customers complete the required setup when using ExtendInsights Data Management and ExtendInsights Analytics together.

Who Is Required for the Initial Setup?

To complete the setup, the following roles are required. In some organizations, one person may perform multiple roles. These users do not need to complete their steps at the same time.

Subscription Admin
A user with NetSuite admin rights
(Optional). A user with GLOBAL ADMIN rights to your Microsoft 365 environment

📢 CloudExtend Admin Notice: New Subscription Portal

CloudExtend is transitioning to a new subscription management portal.

New and trial customers (as of Nov 3):
Use https://portal.cloudextend.app/
ExtendDocs configuration is only supported in the new subscription portal.
Existing customers:
Continue using https://subscriptions.cloudextend.io/ for now.

➡️ Learn more about the subscription portal migration

Before You Begin

Make sure the following are true before starting setup:

You have an active or trial Enterprise subscription for ExtendInsights
You know which ExtendInsights features your organization is licensed for
Users will work in Excel to manage and analyze NetSuite data

Review Excel Add-In Requirements

ExtendInsights works with the following Excel environments:

Excel 2019 or later
Excel with a Microsoft 365 subscription (recommended)
Excel Online

Scheduling Requirements (Analytics Only)

To use scheduling features:

Workbook must be saved to OneDrive for Business or SharePoint
User must have a Microsoft 365 subscription (required)

📝 Note:
If users cannot install add-ins from Microsoft AppSource, share this guide with your Microsoft 365 Administrator.

Core Setup (Required for All ExtendInsights Editions)

The following steps must be completed before users can begin using ExtendInsights.

Step	Who Performs It	Description
1. Review Excel add-in requirements	Microsoft 365 Admin	Confirm supported Excel versions and deployment approach (See section above)
2. Install CloudExtend NetSuite Bundle	NetSuite Admin	Install CloudExtend Excel Data Management for NetSuite (Bundle ID: 246132) 📘 Install Bundle Guide
3. Complete NetSuite prerequisites	NetSuite Admin	Enable required NetSuite features and role permissions 📘 NetSuite Prerequisites
4. Manage licenses	Subscription Admin	Assign user licenses in the CloudExtend portal 📘 Assign licenses to users
5. Install ExtendInsights Excel add-in	End Users or Microsoft Admin	Install the ExtendInsights Excel Data Connector 📘Install ExtendInsights
6. Log in and connect to NetSuite	End Users	Log in and select the correct NetSuite role and environment 📘Log in instructions for Data Management 📘 Log in Instructions for Analytics

💡 Note: Central Deployment for ExtendInsights
Microsoft supports central deployment of Excel add-ins, which is ideal for Enterprise environments or organizations that restrict AppSource access.

➡️ Central Deployment Guide for Microsoft Admins

NetSuite Prerequisites

The following steps must be completed by a NetSuite Administrator.

Step 1: Company-Wide Settings

Go to Setup → Company → Enable Features
Open the SuiteCloud tab
Enable the following:
- SOAP Web Services (SuiteTalk)
- Token-Based Authentication (Manage Authentication)
Click Save

Step 2: Verify the Role Is Not “Web Services Only”

Go to Setup > Users/Roles > Manage Roles.
Validate if the Web Service Only Role is OFF.

Step 3: General Permissions to be set per Role

Your NetSuite Admin must configure the following permissions for the roles you plan to use when logging in through CloudExtend.
In NetSuite, go to Setup → Users/Roles → Manage Roles, then select the role to update.

Permissions > Setup Tab

Permission	Details / Purpose
SOAP Web Services	Required for API communication between CloudExtend and NetSuite.
User Access Tokens	Required to generate tokens automatically during login.
SAML Single Sign-On	Enable only if your company uses SSO (Okta, OneLogin, Microsoft Entra ID, etc.). ⚠️ Do not enable if SSO is not in use. Users will be unable to log in until removed.
Allow JS/HTML Uploads	Required for users uploading `.js` or `.htm` files.
Log in using Access Tokens	Adds additional token authentication capability.

Step 4: Permissions to display custom fields

If your organization uses custom fields, ensure permissions are added for them:

📘 Excel Apps: Add Custom Field Permissions per role

Step 5: Analytics-Specific Permissions

Required only if using ExtendInsights Analytics.

Permissions → Lists

Permission	Level
Persist Search	Create
Perform Search	View(minimum)

⚠️ Important:
Saved Search column names must be unique. Use Summary Labels for grouped or summary columns to avoid downstream issues.

Set Your Users Up for Success

✅ Assist with Installation and Login

Help users:

Install the Excel add-in
Log in with Microsoft 365
Select the correct NetSuite role and environment

✅ Customer Success & Training

Your Customer Success Manager and Training Manager offer free end-user training.
Sessions can be recorded and shared across your organization.

✅ Train and Empower Your Users

To ensure a smooth rollout and high adoption:

Schedule a 1-hr live training session with our Training Specialist and your user group
👉 Book your training session here
Share our End-user training video for quick, self-paced learning.
🎥 Watch the training video (Take the courses for ExtendInsights for Excel NetSuite)
Encourage users to explore our Help Center resources for deeper product knowledge

Helpful resources to share:
ExtendInsights for Data Management NetSuite
📘Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!
📗 NetSuite Real Life Examples

ExtendInsights for Analytics NetSuite
📘 Find all your important ExtendInsights Analytics Resources in 1 place here!
📗 ExtendInsights for Analytics NetSuite Sample Use Cases