Welcome
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)