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End-User: Install ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | Learn how to install ExtendInsights

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πŸŽ₯ Install the ExtendInsights Excel Add-In

You can watch the short installation video or follow the steps below.

Step 1: Before You Start

  • Open Excel

  • Confirm you are signed in to your Microsoft 365 account
    (Your name should appear in the top-right corner of Excel.)

Step 2: Install the ExtendInsights Add-In

  1. Click Home in Excel.

  2. Click Add-ins, then select Get Add-ins.

  3. Search for ExtendInsights.

  4. Install ExtendInsights Excel Data Connector.

Once installed, the ExtendInsights task pane will be available in Excel.

Step 3: Log in to ExtendInsights

After installation, open the ExtendInsights task pane in the Data tab and sign in.


What's Next?

After installing ExtendInsights, explore the following resources to get up to speed:


Need Help?

If you run into issues during installation or login:

πŸ“Ž Please include screenshots and details about the error you’re seeing.

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