Overview
The CloudExtend Excel Data Management for NetSuite bundle must be installed in your NetSuite account before you can use ExtendInsights for Data Management.
This is the same bundle used by ExtendInsights Analytics, so you only need to install it once, even if your organization uses both products.
Bundle installation is typically performed by a NetSuite Administrator.
Bundle Details
Bundle Name: CloudExtend Excel Data Management for NetSuite
Bundle ID: 246132
How to Install the Bundle
You can install the bundle in one of the following ways:
👉 Click here to open the bundle install page in your NetSuite account
(NetSuite Admin access required)
or
Watch the installation video and follow the on-screen steps to install Bundle 246132
Once installed, the bundle enables ExtendInsights to securely communicate with NetSuite.
App Customization and Custom Records
This bundle also includes custom record and field definitions that allow administrators to customize ExtendInsights behavior.
These custom records control default settings such as:
Feature configuration
Application behavior
Environment-specific options
💡 Admin Note:
You can modify these custom records to tailor ExtendInsights to your organization’s needs without modifying the Excel add-in.
What Happens After Installation?
After the bundle is installed:
ExtendInsights can authenticate and interact with NetSuite
Data Management features become available in Excel
Analytics features (if licensed) are also enabled
Admins can configure advanced settings using the bundled custom records
Next Steps
After installing the bundle, complete the remaining setup steps:
Configure NetSuite role permissions
Assign ExtendInsights licenses to users
Install the ExtendInsights Excel add-in
Verify users can log in and access Data Management
👉 See the Admin: ExtendInsights for Data Management NetSuite Setup Guide for full instructions.