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End-User: Logging into CloudExtend Excel Data Management for NetSuite

XLNS | How to login to Excel Data Management for NetSuite

Updated over a week ago

Logging in for the first time consists of a few steps. Click here to learn more about the CloudExtend Login Prerequisites.

Any questions in mind? See the list of frequently asked questions.


How to Login

Step 1: You will be prompted to login with either your Microsoft or Google account. Once you login with Microsoft or Google, your existing CloudExtend Excel Data Management for NetSuite license will be mapped to your Microsoft or Google ID.

With the new version, your login identity is now tied to Microsoft or Google rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.

Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both.

Step 2: Enter your NetSuite Account ID.

NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.

Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.

๐Ÿ’ก Note: You will also be required to enter your NetSuite username and password. If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.

Each connection type will have a different color scheme when you are logged in to CloudExtend Excel Data Management for NetSuite Beta. Click here to learn more.

Adding/Switching NetSuite Connections

If you have a sandbox and production NetSuite environment or have different roles in NetSuite, You can easily add a connection and switch between roles or NetSuite environments without logging off.

Step 1: Go to Menu and select NetSuite Connection.

Step 2: Click Add then enter your NetSuite account ID and click Connect to NetSuite.

Learn how to find your NetSuite account ID here.

Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.

Step 4: Click Yes. Now, you have a new connection in CloudExtend.


Remove NetSuite Connections

Remove NetSuite connections that you no longer need. To do that, do the following:

Step 1: Go to Menu and select NetSuite Connection.

Step 2: Hover on the connection you want to remove and click the trash icon.

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