Installation and Setup
Admin setup/install completed
⬜ Bundle Installed
⬜ Added an additional admin to the admin portal
⬜ Permissions adjusted in NetSuite for each role using CloudExtend
End-user setup/install completed (Each end-user)
⬜ Installed CloudExtend from the Microsoft Store
(or was pre-deployed by the Microsoft 365 Admin)
⬜ Reviewed how to add saved searches
⬜ Reviewed how to schedule saved searches (Enterprise Users only)
⬜ Reviewed best practices on how to share reports with others
⬜ End-user training was held
⬜ Power users are identified and introduced to your CSM
⬜ User guidelines were outlined, reviewed, and communicated to end-users
🚨 Find all-important resource links to the above here.
This article is designed to help you create guidelines and internal processes, so all users of CloudExtend are on the same page. Below are the questions you want to have outlined for your users, to ensure internal success and adoption.
Who is going to use CloudExtend?
Determine which departments will be using CloudExtend. Finance, Sales, operations etc. If it is various departments, it is very likely that each different department will be working with different record types in NetSuite.
What searches will you be working with?
Determine which searches you would like your users to work with.
Will you be creating new records using CloudExtend, editing existing records, or both?
We recommend using CloudExtend Excel as much as possible so you can benefit from the time savings of doing so using Excel versus natively in NetSuite.
Will you use the standard upsert or burst upload? Both?
Standard upsert works great for smaller data sets. If you are working with large data sets, we recommend using the burst upload.
Will you be pulling NetSuite data for analysis in Excel?
With CloudExtend you can pull NetSuite saved searches into Excel for data analysis. Will this feature be beneficial to you? (If you need the ability to refresh this data on a schedule or on the fly, as us about our CloudExtend Analytics app.)