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🤝 CloudExtend Partner Training Program

Become a CloudExtend-Certified Partner and confidently recommend top-rated productivity apps. Check out this article

CloudExtend applications help NetSuite users streamline everyday work across email, calendars, Excel, and business data.

Our Partner Training Program equips your team with the knowledge and hands-on experience needed to confidently identify opportunities, recommend the right solutions, and support successful customer implementation


What You'll Learn

The program covers the complete CloudExtend product suite for NetSuite, including email, Excel, and multi-connection solutions.

✉️ ExtendSync Email Integrations

ExtendSync for Outlook NetSuite

Manage NetSuite directly from Outlook by:

  • Associating emails and calendar events with NetSuite records

  • Creating and updating NetSuite records

  • Attaching OneDrive and SharePoint files to NetSuite

ExtendSync for Google NetSuite

Bring NetSuite into Google Workspace by:

  • Associating Gmail emails with NetSuite

  • Synchronizing Google Calendar and NetSuite

  • Attaching Google Drive files and folders to NetSuite

📊 ExtendInsights Excel Integrations for NetSuite

ExtendInsights Data Management for NetSuite

Manage NetSuite data directly from Excel.

Learn how to:

  • Create, update, and delete records

  • Refresh live NetSuite data

  • Build reusable Excel templates for common business processes

ExtendInsights Analytics for NetSuite

Build reports using live NetSuite data without exporting CSV files.

Learn how to:

  • Download Saved Searches into Excel

  • Refresh reports on demand or on a schedule

ExtendInsights Financial Reporting for NetSuite

Build live financial reports in Excel using XAVI formulas and NetSuite accounting data.

Learn how to:

  • Create income statements, balance sheets, and cash flow reports

  • Build budget vs. actual and variance reports

  • Generate executive dashboards with live NetSuite financial data

  • Refresh reports instantly without exporting or reformatting data

🔄 ExtendInsights for Other Business Systems

Ideal for customers managing data across multiple platforms.

Analytics (Read)

Retrieve data from systems including:

  • Salesforce

  • HubSpot

  • Google Analytics

  • Stripe

  • Chargebee

  • and more

Data Management (Write)

Update supported business systems directly from Excel.

(Currently available for selected platforms, including Salesforce and HubSpot.)


Program Overview

The training program combines instructor-led sessions with self-paced learning to help your team become CloudExtend certified.

🎬 Welcome Video

A brief introduction covering the program structure, expectations, and available resources.

💡 Product Overview (1 Hour)

An overview of the CloudExtend product suite, including:

  • Key capabilities

  • Common customer use cases

  • Ideal customer profiles

  • Product positioning

⚙️ Setup & Installation (30–60 Minutes)

Our Solution Consultants will help you:

  • Configure your Partner Plan

  • Install the applications

  • Complete initial setup

  • Verify everything is working correctly

🎓 Application Training

45–60 minutes per application

Hands-on training covering:

  • Core features

  • Best practices

  • Real-world demonstrations

  • Live Q&A

✅ CloudExtend Learning Resources

Complete the online learning courses to become a CloudExtend Certified Partner.
➡️ CloudExtend University Course

Full access to all CloudExtend Learning Resources


Why Become a Certified Partner?

💰 Grow Your Services Revenue

Expand your service offerings with productivity solutions that create additional implementation, configuration, and training opportunities.

🤝 Deliver More Value to Clients

Help customers improve productivity across Outlook, Gmail, Excel, and NetSuite while increasing user adoption.

🧠 Become a Trusted Advisor

Build product expertise so your consultants can confidently recommend the right CloudExtend solutions for every customer.

🚀 Accelerate Customer Adoption

Equip customers with proven best practices that shorten onboarding time and increase long-term success.

🏆 Differentiate Your Practice

Stand out in the NetSuite ecosystem with CloudExtend product certification and recognized solution expertise.


📚 Additional Partner Resources

Certified partners receive access to resources that make it easier to position and demonstrate CloudExtend solutions, including:

  • Product documentation

  • Help Center articles

  • Demo guidance

  • Training materials

  • Best practices and implementation resources


📩 Ready to Get Started?

Interested in becoming a CloudExtend Certified Partner?

Not a Celigo Partner yet? Apply to become a partner and begin your CloudExtend certification journey.

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