All Collections
CloudExtend Excel for NetSuite Applications NextGen
Migrate Templates from Legacy to CloudExtend Excel Data Management NextGen version
Migrate Templates from Legacy to CloudExtend Excel Data Management NextGen version

XLNS NextGen | Move your templates from legacy

Updated over a week ago

Here are the things you need to know before migrating templates to the NextGen version of CloudExtend Excel Data Management for NetSuite!


  • No Switching Back: Once you complete the upgrade, you will not have an option to switch to the previous version of CloudExtend.

  • Communicate with Admin: Consult with your CloudExtend admin before you upgrade (some admins have elected for a bulk migration which we handle on the back end). Learn more about it here.

  • Email Address Verification: You will be prompted to login to "CloudExtend" with your Microsoft email address (or Google if you're not Microsoft 365 subscriber). Post logging into CloudExtend you will then be promoted to connect to NetSuite using the email address you normally use to login with NetSuite.

  • Read the Notification: Understand the terms and agree before continuing to upgrade.

πŸ‘‰ See the quick tour of what is new in the CloudExtend Excel Data Management for NetSuite check the link here.

What will l see?

You will see a Migrate banner on your home page informing you that you are eligible to upgrade until December 31, 2023. The templates that you have will be migrated to the NextGen version!

Step 1: Select Migrate Now then Continue to Upgrade.

Step 2: You will be required to log in using the email address and credentials that were used to access the previous application.

Migration Options

This new upgrade will automatically migrate your existing templates for a seamless transition.

You can upgrade your team in one of two ways:

  • Individual Upgrades (default option): End users will receive an email on November 16, 2023, notifying them of the upcoming upgrade and the option to self-upgrade between November 21 and December 31. The self-upgrade should only take a few minutes.

  • Bulk Upgrade: Opt for a centralized upgrade by our team. This will migrate all users at once, minimizing the risk of individual errors. Handled with admin within the organization.

    If you prefer this option, please respond to this email to request a bulk upgrade Please advise users to not attempt Interactive Migration from the app.

Once the migration is complete, users will first be prompted to log in to their Microsoft or Google account. This will also log them into CloudExtend. From there they can add connections to multiple NetSuite accounts and roles.

Please be advised that all users must switch to the new app by December 31, 2023. We will automatically upgrade any remaining accounts on January 8, 2024. After this date, users can no longer toggle between the old and new apps.


πŸ”΅ I got an error when migrating, what should I do?

  • If the Upgrade fails due to any reason, you may reach out to our support by using the help button at the bottom of the screen!

πŸ”΅ Where will the template be stored?

  • In the CloudExtend panel, go to Menu > Templates.

πŸ”΅I'm using the SmartClient version, is there anything I need to do?

  • The SmartClient application of CloudExtend will be discontinued and sunsetted on March 31, 2024. We encourage users to switch to the CloudExtend Excel Data Management NextGen version which has all advanced features like Pricing Matrix Updates and Advanced Bin Management.

    πŸ‘‰ See the guide here to know what to do next.

Did this answer your question?