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.
Open Excel and make sure you are logged into your Microsoft 365 account. You should see your name at the top right of Excel. Then:
Step 1: Click Home.
Step 2: Click Add-ins then select Get Add-ins.
Step 3: Search for CloudExtend and install the Data Management App.
Once the add-ins are installed it's time to login. Most users can login with no issues. If you're having trouble it's usually because your NetSuite role is missing a permission or two. Share this article with your NetSuite admin and you should be up and running in no time.