Prerequisites to CloudExtend Excel for NetSuite

  • Excel 2016 or higher (preferably a Microsoft 365 subscription) or Office.com

  • Full Web Services permissions enabled for user role
    Click here for a list of app login prerequisites

  • CloudExtend Excel for NetSuite bundle (ID: 246132) is now available publicly for all NetSuite users and can be installed in your accounts from here (requires NetSuite Admin). Enterprise Edition and Trial customers now can take advantage of CloudExtend bundle to download Summary Saved Searches and calculated fields while downloading saved searches as Raw Data from CloudExtend Excel App. Learn more here.

Note - if you don't have permissions to install Add-Ins from the Microsoft Office store share this article with your Office 365 Administrator.

Installation

Watch this video or follow the steps below

Step 1:  Open Excel on your Mac/PC or Excel online at Office.com.

Step 2:  Press Insert (1) and then click on 'Store' (newer versions of Excel will replace 'Store' with 'Get Add-Ins' and then search the store for CloudExtend.

Step 3:  Select the Add-in and click "Add" to install.

Did this answer your question?