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.
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.