CloudExtend has a new layout designed to make the app more intuitive and put the focus on what you want to do.

Take a look at the new interface! ✨

CloudExtend Workspace

Once a template is loaded into Excel it can be used to retrieve and/or update data from NetSuite. It can even create new NetSuite records and delete records using Excel.

Template Structure

Get to know the different parts of a template.

  • Row 1 - Mapping Syntax

    Row 1 is reserved to hold the names of the NetSuite fields and should not be edited unless you are a power user (the names are hidden but can be exposed by clicking in a cell on Row 1).

  • Row 2 - Table Headers

    Table headers (Row 2) can be freely edited to make the field names more user-friendly.

  • Picklist Selection

    We have redesigned the picklist panel from where users can select values for a select field. Click here to learn more about this feature.

  • Reserved field for Error Messages (Column A)

    Column A is the container of the error messages when sending data to NetSuite. See different color-coded notifications and learn their differences.


Menu

The Menu page will show you the status of the upload, and switch to different NetSuite roles and environments. You can also change the theme color of the CloudExtend application from light, dark, or based on your system settings. Pick the theme of your choice.

👉 Get familiarized with the Menu options here.


Template Toggle Button

If it's your first time creating a template, keep this turned off. If you have saved templates, toggle this on and select the template you want to use! It's that easy. From there you can do the following:

  • Create New Records

    Create records from scratch or manage existing records in NetSuite this is an option for you!

    👉 Let's get started! Let me show you how to create brand new records and manage existing ones. It's very easy!


Need Help Button

Hit the Help button and get in touch with our awesome support team to help you!

If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.

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