Prerequisites to Using CloudExtend Excel Data Management for NetSuite
It's fine to go ahead and install CloudExtend now but before actually using it be sure that you meet the prerequisites.
Excel 2019 or higher (preferably a Microsoft 365 subscription) or Excel online
Your NetSuite role should have the permissions noted in this article.
Optional (but recommended) CloudExtend Excel Data Management for NetSuite bundle (ID: 246132) is now available publicly for all NetSuite users and can be installed in your accounts from here (requires NetSuite Admin).
📝 Note: If you don't have permission to install Add-Ins from the Microsoft AppSource share this article with your Microsoft 365 Administrator.
If your organization has subscribed to all the feature sets of CloudExtend then congrats!
You've got access to
all the Data Management features (ie creating and editing NetSuite records directly in Excel)
all the Analytics features including running your NetSuite saved searches directly from Excel on-demand or on a schedule
Each feature set is available in a Microsoft task pane and requires a separate installation process. See the short video below or follow the instructions here to install.
Video
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 the Data Management App.
Once the add-ins are installed it's time to login. Most users can login with no issues. If you're having trouble it's usually because your NetSuite role is missing a permission or two. Share this article with your NetSuite admin and you should be up and running in no time.
Get Started with CloudExtend
After you've installed the CloudExtend Excel application, check out our Getting Started Guides and FAQs to get you up to speed.
Getting Started Guide for CloudExtend Excel Data Management
Getting Started Guide for CloudExtend Analytics
Need help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
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🔵 Send an email to cloudextend-support@celigo.com
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