CloudExtend

You can find all your important ExtendInsights resources in this one article!

Why use ExtendInsights over CSV?  Watch the short video below:

<a href="#h_5b5be284e7">Installation and setup (Admins)</a>

<a href="#h_595c337e3e">End-user resources</a>

<a href="#h_23e2d1a68e">Celigo University Course</a>

<a href="#h_f2585b7ef7">Miscellaneous</a>

- <a href="#h_5b5be284e7">Installation and setup (Admins)</a>
- <a href="#h_595c337e3e">End-user resources</a>
- <a href="#h_23e2d1a68e">Celigo University Course</a>
- <a href="#h_f2585b7ef7">Miscellaneous</a>

Installation/Setup Guides (Admins)

📕 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4593388-admin-extendinsights-for-data-management-netsuite-setup-guide-enterprise">Complete ExtendInsights for Data Management NetSuite step-by-step setup guide</a>

📕 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9558013-admin-add-new-users-to-extendinsights-for-data-management-netsuite">Add New Users to ExtendInsights for Data Management NetSuite</a>

OR Individual guides for each specific step:

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/2205707-admin-extendinsights-for-data-management-netsuite-bundle">Bundle Install</a>

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/2542527-faq-maximizing-extendinsights-for-data-management-netsuite-performance">Maximizing Performance</a>

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/1686741-faq-customizing-extendinsights-for-data-management-netsuite-to-modify-default-settings">Customizing ExtendInsights to modify default settings</a>

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/3509654-cloudextend-netsuite-login-prerequisites">Login Permissions to set in NetSuite</a> for users

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/1870145-admin-extendinsights-for-data-management-netsuite-can-be-installed-by-your-office-365-admin">Microsoft 365 Admin installation for end-users</a>

📌 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/1687724-licensing-how-to-manage-extendinsights-for-data-management-enterprise-licenses-and-administer-users">Allocating licenses via the Admin Portal</a>

___________________________________________________________

📍 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6495856-end-user-getting-started-guide-for-extendinsights-data-management">Getting Started Guide</a>

📍. <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6097428-best-practices-for-extendinsights-for-data-management-netsuite">Best Practice Guide</a> 📍 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/7238843-working-with-templates-sharing-templates">Sharing templates</a>

📍 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6662864-faq-real-time-and-background-upload">When to use Background Upload</a>

📍 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/7068926-faq-extendinsights-for-data-management-netsuite-usage-metrics">ExtendInsights for Data Management NetSuite usage metrics</a>

🎓 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/5543734-celigo-university-cloudextend-learning-track">CloudExtend Training Made Easy – Dive In at Your Own Pace</a>

✅ <a href="https://ideas-cexl.cloudextend.io/tabs/29-customer-submitted-ideas-up-for-vote" rel="nofollow noopener noreferrer" target="_blank">Submit and vote for features here</a>

✅ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4487841-whitelist-celigo-com-domain-to-ensure-you-receive-support-emails">Whitelist Celigo.com Domain</a>

Can't find what you are looking for? Learn how to get more support <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/1689878-learn-how-to-get-support-for-extendinsights-for-data-management-netsuite">here</a>.

ExtendInsights Data Management l Guides and resources to ensure you are setup for success

🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!

ExtendInsights for NetSuite

ExtendSync (Outlook) for NetSuite

General (applies to all products)

ExtendInsights for Salesforce (legacy)

ExtendSync (Google) for NetSuite

Product Announcement Webinar Replays

ExtendInsights (HubSpot, Salesforce, Chargebee, Stripe, etc.)

Calendar Autopilot (Outlook) for NetSuite

On Demand Training Videos

Other

ExtendInsights Help Centers (Excel Apps)

ExtendSync Help Centers (Email Apps)

Admin Portal

On Demand Training

University

Find answers and get help from Intercom Support and Community Experts

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🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!

Includes guides for:

Installation/Setup Guides (Admins)

End-User Setup Guides

Course via Celigo University

Miscellaneous

Learn How To Get Support