CloudExtend

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

- <a href="https://support.cloudextend.io/en/articles/6492680-getting-started-installing-cloudextend-excel-data-management-for-netsuite-nextgen">Install CloudExtend</a>
- <a href="https://support.cloudextend.io/en/articles/6516044-end-user-logging-into-cloudextend-excel-data-management-for-netsuite-beta">Login</a>
- <a href="https://support.cloudextend.io/en/articles/6499443-faq-determine-the-netsuite-connection-you-have-for-cloudextend-excel-data-management-for-netsuite-beta">Determine the NetSuite connection you have</a>

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- <a href="https://support.cloudextend.io/en/articles/6492513-working-with-templates-what-is-cloudextend-template-and-how-to-build-one">How to build a template</a>
- <a href="https://support.cloudextend.io/en/articles/6493164-working-with-templates-finding-your-netsuite-field-names-in-the-template-builder">Finding your NetSuite fields names in the template builder</a>
- <a href="https://support.cloudextend.io/en/articles/6493493-working-with-templates-error-notification">Color Coded Notification</a>
 
 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.

- <a href="https://support.cloudextend.io/en/articles/6493574-retrieve-data-how-to-retrieve-existing-records-from-netsuite-using-saved-search-and-filter">Using Saved Search and Filter</a>
- <a href="https://support.cloudextend.io/en/articles/6496022-retrieve-data-how-to-retrieve-data-using-netsuite-internal-ids">Using internal ID to download records</a>

How to Retrieve existing records from NetSuite

- <a href="https://support.cloudextend.io/en/articles/6496100-manage-records-updating-records-via-cloudextend-nextgen#h_ae3b1babfb">Update data from an existing record</a>
- <a href="https://support.cloudextend.io/en/articles/6496100-manage-records-updating-records-via-cloudextend-nextgen#h_d6cfebeac6">Update Selected Records</a>
- <a href="https://support.cloudextend.io/en/articles/6496100-manage-records-updating-records-via-cloudextend-nextgen#h_0fcb0f8527">Add or insert a line/s to an existing record</a>

Updating NetSuite records via CloudExtend

- Creating One Record
 - <a href="https://support.cloudextend.io/en/articles/6496775-manage-records-how-to-create-records-using-cloudextend#h_ee1e26210b">Creating a new entry based off an existing records from NetSuite</a>
 - Creating One Record with multiple lines
 - <a href="https://support.cloudextend.io/en/articles/6496775-manage-records-how-to-create-records-using-cloudextend#h_0f1288c758">Copy/paste data prepared from other systems</a>
 - <a href="https://support.cloudextend.io/en/articles/6496775-manage-records-how-to-create-records-using-cloudextend#h_0f1288c758">Manually key in data using picklist to get the values from NetSuite</a>
 Creating Multiple Records
 - <a href="https://support.cloudextend.io/en/articles/6496775-manage-records-how-to-create-records-using-cloudextend#h_f62b23171d">Using trandate field only</a>
 - <a href="https://support.cloudextend.io/en/articles/6496775-manage-records-how-to-create-records-using-cloudextend#h_249f2a3aa7">Using trandate and Memo</a>

Different Ways to Create New Records via CloudExtend

- <a href="https://support.cloudextend.io/en/articles/6497135-manage-records-deleting-records#h_34eafc6ef6">Delete an existing record from NetSuite</a>
- <a href="https://support.cloudextend.io/en/articles/6497135-manage-records-deleting-records#h_0eed202b72">Delete Selected Records</a>
- <a href="https://support.cloudextend.io/en/articles/6497135-manage-records-deleting-records#h_02be251d98">Remove a line/s to an existing record</a>

Deleting NetSuite records via CloudExtend

CloudExtend reads the number of lines when uploading data to NetSuite.

Real-time Upload is the default setting if you are sending records to NetSuite with at least 200 total lines.

This threshold applies to the NextGen and will change when we go to production 

When sending more than 200 lines of records, it will automatically send data to NetSuite using Background Upload. Learn more about it <a href="https://support.cloudextend.io/en/articles/6662864-faq-real-time-and-background-upload">here</a>.

👉 <a href="https://support.cloudextend.io/en/articles/6505295-feature-comparison-table-excel-data-management-production-vs-beta">Check out the feature comparison chart</a> to learn more about this release.

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 <a href="mailto:cloudextend-success@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-success@celigo.com</a>.

Install and Login

What are templates?

CloudExtend Workspace

How to Retrieve existing records from NetSuite

Updating NetSuite records via CloudExtend

Different Ways to Create New Records via CloudExtend

Deleting NetSuite records via CloudExtend

Real-Time and Background Upload

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