This guide helps administrators plan a successful go-live for ExtendInsights for Data Management NetSuite. Use it to define internal processes, align expectations, and ensure users are set up for success and adoption.
Define Your ExtendInsights Strategy
Before rollout, align on the following questions and decisions:
Who will use ExtendInsights?
Identify the teams that will use ExtendInsights, such as:
Finance
Sales
Operations
NetSuite Administrators
Different teams often work with different NetSuite record types, so plan accordingly.
What NetSuite record types will be used?
List the specific record types users will manage (for example: Customers, Items, Journal Entries, Transactions).
How will users work with records?
Decide whether users will:
Create new records
Edit existing records
Do both
💡 Recommendation:
Encourage users to work in Excel as much as possible to maximize time savings compared to working directly in the NetSuite UI.
Which upload methods will you use?
Real-Time upload – best for smaller datasets
Background upload – recommended for large datasets or long-running jobs
➡️ Review the differences between real-time and background upload before go-live.
Will users analyze NetSuite data in Excel?
ExtendInsights Data Management supports pulling data for review and preparation.
If users need:
Scheduled refreshes
On-demand re-runs of saved searches
➡️ Consider enabling ExtendInsights Analytics alongside Data Management.
⚙️ Installation & Setup Checklist (Admins)
Follow this checklist before deploying to users.
📘 View Full Installation Guide
🧩 Admin Setup
Confirm the following steps are complete before go-live:
⬜ NetSuite bundle installed
⬜ Performance best practices reviewed
⬜ Default settings customized (if required)
⬜ At least one additional admin added in the admin portal
⬜ celigo.com domain whitelisted
⬜ NetSuite role permissions configured for each ExtendInsights user
⬜ Licenses allocated to all end users
👩💻 Individual End-User Setup Checklist
Each end user should complete the following:
⬜ ExtendInsights Excel add-in installed
(or centrally deployed by Microsoft 365 Admin)
⬜ Getting Started guide reviewed
⬜ Template sharing and reuse reviewed
⬜ Background upload (burst mode) reviewed
🎓 Onboarding & Adoption Checklist
Ensure users are supported beyond installation:
⬜ End-user training session completed
⬜ Power users identified and introduced to your Customer Success Manager
⬜ User guidelines documented and communicated
⬜ Users know where to get help and support
📚 Key Resources
🚨 Find all important resource links referenced above here:
This includes setup guides, end-user documentation, training, and best practices.
💬 Need Help?
If you need assistance during go-live or rollout:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Include your NetSuite account ID and details about your rollout when possible.