Welcome to ExtendInsights for Data Management NetSuite. We’re glad to have you on board.
This guide walks customers through the required setup so users can create and update NetSuite records directly from Excel.
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.
Before You Begin
Before starting the setup, confirm the following:
You have an active or trial Enterprise subscription for ExtendInsights Data Management
You know which Data Management features your organization is licensed for
Users will work in Excel to manage NetSuite records
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
📝 Note:
If users cannot install add-ins from Microsoft AppSource, share this guide with your Microsoft 365 Administrator.
Core Setup (Required)
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) |
3. Complete NetSuite prerequisites | NetSuite Admin | Enable required NetSuite features and role permissions
|
4. Manage licenses | Subscription Admin | Assign user licenses in the CloudExtend portal
|
5. Install ExtendInsights Excel add-in | End Users or Microsoft Admin | Install the ExtendInsights Excel Data Connector
|
6. Log in and connect to NetSuite | End Users | Log in and select the correct NetSuite role and environment
|
💡 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.
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.). |
Allow JS/HTML Uploads | Required for users uploading |
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
Set Your Users Up for Success
✅ Assist with Installation and Login
Help users:
Install the Excel add-in
Log in with Microsoft 365 or Google Account
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 hereShare 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:
📘Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!
Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Please include your NetSuite Account ID, role name, and screenshots when possible.