Anyone can use CloudExtend after watching our tutorial. Check it out!

After watching the video come back here and take a deeper dive as needed.

Step 1: Install

Step 2: Login options

Step 3: What are templates, how to build them + tips

Step 4: Three ways to retrieve data from NetSuite

Step 5: How to create new NetSuite records in Excel

Step 6: Picklist (dropdown) fields and CloudExtend Excel

Step 7: How to delete NetSuite records

Step 8: Streaming your saved searches into Excel (ask your NetSuite Admin to review this article (it provides instructions as to how to configure NetSuite to allow summary saved searches to stream into Excel) 

Step 9: When to use Standard Upload vs. Burst Mode

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