Prerequisites to Using CloudExtend Excel Data Management for NetSuite

It's fine to go ahead and install CloudExtend now but before actually using it be sure that you meet the prerequisites.

  • Excel 2019 or higher (preferably a Microsoft 365 subscription) or Excel online

  • Your NetSuite role should have the permissions noted in this article.

  • Optional (but recommended) CloudExtend Excel Data Management 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).

📝 Note: If you don't have permission to install Add-Ins from the Microsoft AppSource share this article with your Microsoft 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 Get Add-Ins and then search for CloudExtend.

Step 3:  Select the Add-in then type in CloudExtend on the search box.

Step 4: Go to CloudExtend for NetSuite Data Management and click Add.

Step 5: The Add-in will reside on the Data tab. Click Manage NetSuite Data and login to NetSuite.

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