Welcome to ExtendInsights for NetSuite. This guide walks Enterprise admins through every step required to get ExtendInsights Data Management and ExtendInsights Analytics up and running.
Follow the steps below in order. Each step identifies who performs it so you can coordinate across roles before starting.
Who Is Involved?
Three roles may be needed for setup. In smaller organizations, one person may cover more than one role.
Role | What They Do |
Subscription Admin | Assigns and manages user licenses in the CloudExtend portal |
NetSuite Admin | Installs the bundle and configures role permissions |
Microsoft 365 Admin (optional) | Centrally deploys the Excel add-in across the organization. Optionally end users can install on their own. |
These users do not need to complete their steps simultaneously.
Before You Begin
Confirm the following before starting:
Your organization has an active or trial Enterprise subscription for ExtendInsights
You know which ExtendInsights features your organization is licensed for (Data Management, Analytics, or both)
Supported Excel versions:
Excel 2019 or later
Excel with a Microsoft 365 subscription (recommended)
Excel Online
Scheduling features (Analytics only) additionally require:
Workbook saved to OneDrive for Business or SharePoint
User has an active Microsoft 365 subscription
📝 If users cannot install add-ins from Microsoft AppSource, share the Central Deployment Guide with your Microsoft 365 Administrator.
Setup Steps
Step 1 — Install the CloudExtend NetSuite Bundle
Who: NetSuite Admin
Install the CloudExtend Excel Data Management for NetSuite bundle in your NetSuite account.
Bundle ID: 246132
Step 2 — Configure NetSuite Prerequisites
Who: NetSuite Admin
Complete the following configuration steps inside NetSuite.
2a — Enable Company-Wide Features
Go to Setup → Company → Enable Features
Open the SuiteCloud tab
Enable both of the following:
SOAP Web Services (under SuiteTalk)
Token-Based Authentication (under Manage Authentication)
Click Save
2b — Verify the Role Is Not "Web Services Only"
Go to Setup → Users/Roles → Manage Roles
For each role your users will log in with, confirm that Web Services Only is set to OFF
2c — Set Role Permissions (All Editions)
For each NetSuite role your users will log in with, go to Setup → Users/Roles → Manage Roles, select the role, and open the Permissions → Setup tab.
Add the following permissions:
Permission | Details |
SOAP Web Services | Required for API communication between CloudExtend and NetSuite |
User Access Tokens | Required to generate tokens automatically at login |
Log in using Access Tokens | Adds additional token authentication capability |
Allow JS/HTML Uploads | Required only if users upload |
SAML Single Sign-On | Enable only if your organization 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 this is removed |
2d — Add Custom Field Permissions (If Applicable)
If your organization uses custom fields, add the appropriate field permissions to each role.
2e — Add Analytics Permissions (Analytics Edition Only)
Skip this step if your organization uses Data Management only.
Open the Permissions → Lists tab for each role and add:
Permission | Level |
Persist Search | Create |
Perform Search | View (minimum) |
⚠️ Saved Search column names must be unique. Use Summary Labels for any grouped or summary columns to avoid downstream errors.
Step 3 — Assign User Licenses
Who: Subscription Admin
Log in to the CloudExtend portal and assign licenses to your users.
Step 4 — Install the ExtendInsights Excel Add-In
Who: End Users or Microsoft 365 Admin
Users can install the add-in directly from Microsoft AppSource, or your Microsoft 365 Admin can deploy it centrally across the organization.
Step 5 — Log In and Connect to NetSuite
Who: End Users
Each user opens the add-in in Excel, logs in with their Microsoft 365 account, and selects their NetSuite role and environment.
✅ Setup Complete
Once all users have successfully logged in, your ExtendInsights environment is ready to use.
Set Your Users Up for Success
Free training is available. Your Customer Success Manager and Training Specialist offer live end-user training sessions that can be recorded and shared across your organization.
Help Center resources:
Need Help?
Search the Help Center first: cloudextend.io/support
Still need assistance?
💬 Use in-app chat (bottom-right of our apps and on our support site)
✉️ Email cloudextend-support@celigo.com
Please include your NetSuite Account ID, role name, and screenshots when contacting support.