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Why we're building the next generation of CloudExtend Excel Data Management for NetSuite
Why we're building the next generation of CloudExtend Excel Data Management for NetSuite

XLNS | Learn why we're building it, what's new, and how to install it

Updated over a week ago

Upcoming Activities

See the upcoming activities for the CloudExtend app. Know what are the new features that await you once you switch to the new version of the CloudExtend Excel Data Management for NetSuite here.

Date

Activity

February 13, 2024

Users to Start Upgrading to NextGen. Admins can opt for Bulk Migration as well if they want to do it for all users at once.

March 11, 2024

Legacy version of CloudExtend Excel for NetSuite Add in would be deprecated. Only option they would see in Legacy version is to Upgrade to new version.

March 31, 2024

Deprecate Legacy SmartClient version

May 3, 2024

Last day for users to upgrade to new version.

May 4-5, 2024

We would auto-upgrade remaining users using their NetSuite email during migration.

May 6, 2024

Users would have access to the NextGen version only. You would receive an update to your add in from Microsoft. You can accept and update the add in.


Why we built the NextGen version?

Why Are We Updating CloudExtend Excel Data Management?

Put simply, you asked, and we listened. We’ve collected tons of feedback from you, our users, and we’ve taken that feedback to build an improved version of our application with improvements to all areas of the application.

What’s in it for you?

Glad you asked…here's a short list (a full comparison can be found in this article).

  • Improved template builder: The template builder now allows users to build templates faster by selecting more than one field at a time

    • All fields, not just the first 100, are available in the UI

    • Re-arranging fields is easier than ever. Previously, to move a field from the bottom to the top meant that a user had to drag it up to the top of the screen, stop, and start again, repeating until complete. Now users can drag, and the screen will scroll with them to wherever they wish.

  • Improved template sharing:

    • Customers have asked for the ability to have a corporate template repository. Users can now save (or use) templates in their corporate template repository. Pretty cool!

  • Access unlimited NetSuite accounts: You'll no longer be tied down to a single NetSuite account and will be able to access multiple production, sandbox, and test drive accounts, all from the same NetSuite login. You're welcome!

  • Feature parity with legacy SmartClient: All features of both our legacy and current production app are now available in one place.

    • Update item pricing

    • Manage transactions with serialized and lot numbered inventory as well as bins

  • Login with Google or Microsoft 365 (CloudExtend Federated Identity)

    • In the current app, the user’s identity is tied to his/her NetSuite login and if the user had to switch a role or use a different NS account, they had to sign out each time. In the latest version, we have improved this. Users can now login once with their Microsoft Office 365 account and CloudExtend would create a user’s identity in the background. Once done, the user can add as many NetSuite connections as they want and use the add-in in that connection’s context.

  • Faster UI: Moving around the UI is markedly faster.

  • Multi-select fields are now supported

  • Emptying a field value is easier (improvements to the UI to make it easier to set field values to null)

  • Burst Mode for everyone: All users will have access to Burst Mode

  • Improved picklist: The pick list pane is now moved to the bottom of the Excel task pane and can be expanded upward to see more values.

  • Theme Support: Support for dark mode

What's Missing?

You will not have access to templates you've created in the past while using the NextGen. But this is only till you Click on Upgrade option within the app which would migrate your templates from old version to the new one. Once you choose to Upgrade you won't be able to switch between old and new apps. You would have time till 3rd May 2024, to complete the Upgrade to new app.

Meanwhile, if you open a workbook that has one of your existing templates already loaded, and then open the NextGen app, you will be able to use the template. You can also leverage our new and improved template builder to recreate your template and then share it with others.

When will the NextGen version go live?

The NextGen version has been release last May 6, 2024. All users will see the new app load by default. If you haven't completed the upgrade till then, you would have been auto-upgraded using your NetSuite email to the new version. So as long as you sign in to the new version with your NetSuite email address you should see all your templates in the new version.

How do I give feedback?

Feedback can be provided to support using the chat icon in the app or by sending an email to cloudextend-support@celigo.com. We'll also be providing a link to a feedback form in the future.

How to Install the CloudExtend Data Management for NetSuite?

Open Excel and make sure you are logged into your Microsoft 365 account. You should see your name at the top right of Excel. Then:

Step 1: Click Home.

Step 2: Click Add-ins then select Get Add-ins.

Step 3: Search for CloudExtend and install CloudExtend for NetSuite.

👉 See full instructions here.

Next Steps

Visit our support site chock full of detailed information, screenshots, and videos to continue learning more about the next generation of our CloudExtend Excel applications.

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