CloudExtend

This article walks you through installing the ExtendInsights Excel applications for NetSuite.

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🎥 Install the ExtendInsights Excel Add-In

You can watch the short installation video or follow the steps below. Please note that there are three ExtendInsights Excel Add-Ins available. Be sure to choose the one you have licensed or are trialing.

Confirm you are signed in to your Microsoft 365 account (Your name should appear in the top-right corner of Excel.)

- Open Excel
- Confirm you are signed in to your Microsoft 365 account (Your name should appear in the top-right corner of Excel.)

Step 2: Install the ExtendInsights Add-In

Click Add-ins, then select Get Add-ins.

Install ExtendInsights Excel Data Connector or ExtendInsights Financial Reporting (or both if you have licensed both apps)

1. Click Home in Excel.
2. Click Add-ins, then select Get Add-ins.
3. Search for ExtendInsights.
4. Install ExtendInsights Excel Data Connector or ExtendInsights Financial Reporting (or both if you have licensed both apps)

Once installed, the ExtendInsights task pane will be available in Excel under the Data tab.

After installation, open the ExtendInsights task pane in the Data tab and sign in.

📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6516044-end-user-logging-into-extendinsights-for-data-management-netsuite">Log in instructions for Data Management</a>

📘<a href="https://support.cloudextend.io/en/articles/9061862-end-user-logging-into-extendinsights-for-analytics-netsuite">Log in Instructions for Analytics</a>

📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/15646648-end-users-how-to-install-and-log-in-to-extendinsights-financial-reporting-app-from-microsoft-appsource">Log in Instructions for Financial Reporting Engine</a>

- 📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6516044-end-user-logging-into-extendinsights-for-data-management-netsuite">Log in instructions for Data Management</a>
- 📘<a href="https://support.cloudextend.io/en/articles/9061862-end-user-logging-into-extendinsights-for-analytics-netsuite">Log in Instructions for Analytics</a>
- 📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/15646648-end-users-how-to-install-and-log-in-to-extendinsights-financial-reporting-app-from-microsoft-appsource">Log in Instructions for Financial Reporting Engine</a>

Choose the documentation that matches the application your organization uses.

Each Data Management and Analytics feature set appears in its own Excel task pane, but they are installed using the same Excel add-in.

➡️ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/8156523-working-with-analytics-and-data-management-how-to-make-the-best-of-both">How to use Analytics and Data Management together</a>

The Financial Reporting features require a separate add-in.

These guides cover common workflows, tips, and best practices.

If you run into issues during installation or login:

🔍 Search the Help Center at <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>

💬 Use the in-app chat (bottom-right of the support site)

✉️ Email <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

- 🔍 Search the Help Center at <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>
- 💬 Use the in-app chat (bottom-right of the support site)
- ✉️ Email <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

📎 Please include as much detail as possible. Screenshots are always helpful.

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If you use...	Feature	Learn More
Data Management	Create, update, and delete NetSuite records directly in Excel	📘Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here! 📗 NetSuite Real Life Examples
Analytics	Use Saved Searches and SuiteQL to stream data from NetSuite to Excel	📘 Find all your important ExtendInsights Analytics Resources in 1 place here! 📗 ExtendInsights for Analytics NetSuite Sample Use Cases
EI Financial Reporting	Build dynamic financial reports in Excel using live NetSuite data and XAVI formulas	📘 Find all your important EI Financial Reporting Resources in 1 place here!

Installing ExtendInsights Excel Applications (NetSuite Editions)

🎥 Install the ExtendInsights Excel Add-In

Step 1: Before You Start

Step 2: Install the ExtendInsights Add-In

Step 3: Log in to ExtendInsights

Get Started with ExtendInsights

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