This article walks you through installing the ExtendInsights Excel applications for NetSuite.
This includes prerequisites, bundle installation, and the Excel add-in setup.
🎥 Install the ExtendInsights Excel Add-In
You can watch the short installation video or follow the steps below.
Step 1: Before You Start
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 Home in Excel.
Click Add-ins, then select Get Add-ins.
Search for ExtendInsights.
Install ExtendInsights Excel Data Connector.
Once installed, the ExtendInsights task pane will be available in Excel.
Step 3: Log in to ExtendInsights
After installation, open the ExtendInsights task pane in the Data tab and sign in.
What You Get with ExtendInsights
If your organization has subscribed to all ExtendInsights feature sets, you have access to:
Data Management features
Create and edit NetSuite records directly in Excel
Analytics features
Run NetSuite Saved Searches from Excel
Refresh data on demand or on a schedule
Each feature set appears in its own Excel task pane, but they are installed using the same Excel add-in.
Get Started with ExtendInsights
After installing ExtendInsights, explore the following resources to get up to speed:
ExtendInsights for Data Management NetSuite
ExtendInsights for Analytics NetSuite
These guides cover common workflows, tips, and best practices.
Need Help?
If you run into issues during installation or login:
🔍 Search the Help Center at support.cloudextend.io
💬 Use the in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Please include as much detail as possible. Screenshots are always helpful.