We recommend watching this brief overview video and then following the steps below to get started.

All in 1 video:

Step 1: Sideload the app and Login

Step 2: What are templates?

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.


Step 3: How to Retrieve existing records from NetSuite

Step 4: Updating NetSuite records via CloudExtend

  • Updating data from an existing record

  • Updating selected records

  • Adding new lines to an existing record

Step 5: Different Ways to Create New Records via CloudExtend

  • Creating One Record

    • Creating a New record based on an existing record from NetSuite

    • Creating One Record with multiple lines

      • Copy/paste data prepared from other systems

      • Manually key in data using picklist to get the values from NetSuite

  • Creating Multiple Records

    • Using Trandate field

    • Using Trandate and Memo

Step 6: Deleting NetSuite records via CloudExtend

  • How to delete records from NetSuite

  • Delete selected records

  • Removing lines to an existing record

Step 7: Learn about Burst Upload

Burst Upload is the current upload method that we are using on the Beta version. Upload in sync mode will be available soon.

👉 Check out the feature comparison chart to learn more about this release.


Need Help?

Hit the Help button on the bottom right of the screen and get in touch with our awesome support 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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