We recommend watching this brief overview video and then following the steps below to get started.
β οΈ Note: Your existing templates will only be available after your migration to the new app is complete. |
All in 1 video:
Install and Login
Install and Login
What are templates?
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.
How to Retrieve existing records from NetSuite
How to Retrieve existing records from NetSuite
Updating NetSuite records via CloudExtend
Updating NetSuite records via CloudExtend
Different Ways to Create New Records via CloudExtend
Different Ways to Create New Records via CloudExtend
Creating One Record
Creating One Record with multiple lines
Creating Multiple Records
Deleting NetSuite records via CloudExtend
Deleting NetSuite records via CloudExtend
Real-Time and Background Upload
Real-Time and Background Upload
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.
π‘ Note:
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 here.
π 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.