READ ME: Important Note Regarding Your Email Address
The new CloudExtend Apps are all using CloudExtend Federated Identity (CEFI) to login you into NetSuite by associating your NetSuite email address with your Microsoft email address. Once you have logged in switching accounts, roles, etc., will be seamless.
If your Microsoft email does not match your NetSuite login email address, you will be prompted to start a trial the first time you login. It's OK to start a trial using the beta, however, you should be sure your emails match prior to the product moving to production.
The CloudExtend beta app can be installed by your admin or end users can install via a process known as sideloading. Sideloading instructions are different based on your OS. Instructions for Windows and Mac are provided below. Locate the section for your OS and then follow the instructions.
Step 1: Right-click this link and select Save link to download the beta application's XML file.
Step 2: In the admin center of your Microsoft Office 365 account, go to Settings > Integrated apps > Deployed Apps > Upload customer apps.
Step 3: Upload the app to deploy. The App type should be Office Add-in then upload the manifest file from the saved location. Hit Next.
Step 5: On the next page, select Everyone, Specific users/groups, or Just me to specify who the add-in is deployed to. Use the Search box to find specific users or groups.
Step 6: Select Deploy.
Step 7: A green tick appears when the add-in is deployed. Follow the on-page instructions to test the add-in.
💡 Note: Users might need to relaunch Office to view the add-in icon on the app ribbon. Outlook add-ins can take up to 24 hours to appear on app ribbons.
Step 8: When finished, select Next. If you’ve deployed to just yourself, you can select Change who has access to add-in to deploy to more users.
👉 Reference: Office documentation link.
End User Install
If you prefer to install on your own instead of having your admin deploy it to you choose your OS below (Windows or Mac) and follow the instructions.
Instructions below may also be found on Microsoft's website. We recommend checking there first as they may have updated not included below.
Right-click here and choose the save link as to download the xml file and then follow the steps below to install it.
Step 1: Share a folder.
On the Windows computer where you want to host your add-in, go to the parent folder, or drive letter, and create a folder there (name it anything, such as CloudExtend Beta)
Right-click on the folder to open the context menu and choose Properties.
Open the Sharing tab.
On the Choose people ... page, add yourself and anyone else with whom you want to share your add-in. If they are all members of a security group, you can add the group. You will need at least Read/Write permission to the folder.
Choose Share > Done > Close.
Step 2: Specify the shared folder as a trusted catalog.
Open a new document in Excel then choose the File tab, and then choose Options.
Choose Trust Center >Trust Center Settings button > Trusted Add-in Catalogs.
In the Catalog Url box, enter the full network path to the shared folder catalog, and then choose Add Catalog.
Select the Show in Menu check box, and then choose OK.
Close the Office application so your changes will take effect
Step 3: Add your manifest file to the shared folder.
Put the manifest file provided by CloudExtend in the shared folder catalog.
Load the add-in in Excel
🚨 Important Sideloaded add-ins will not show up in the My Add-ins dialog box. They are only visible within the drop-down menu (small down arrow to the right of My Add-ins on the Insert tab). Sideloaded add-ins are listed under My Add-ins.
In Excel, choose (1) Insert > (2) My Add-ins >, and then choose your add-in which should be on the Shared Folder screen.
Instructions below may also be found on Microsoft's website.
Right click here and choose save link as to download the xml file and then follow the steps below to install it.
Step 1: Close Excel if it is open.
Step 2: Go to the following folder below where you'll save your add-in's manifest file. If the wef folder doesn't exist on your computer, create it.
Step 3: Copy your add-in's manifest file to this folder.
Load the add-in in Excel
Sideloaded add-ins will not show up in the My Add-ins dialog box. They are only visible within the drop-down menu (small down arrow to the right of My Add-ins on the Insert tab). Sideloaded add-ins are listed under the Developer Add-ins heading in this menu.
In Excel, choose Insert > (1) My Add-ins >, and then choose your add-in that will show in Developer Add-ins.