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End-User: Switching from SmartClient to CloudExtend Excel Data Management
End-User: Switching from SmartClient to CloudExtend Excel Data Management

XLNS | Learn how to Switch to the new version of CloudExtend

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.


Switch from SmartClient

The original SmartClient (now known as SmartClient Classic Edition) was built on the old, Windows Desktop-specific VSTO technology. VSTO technology supports Excel Desktop versions including Office 2010.

With the increased popularity of cloud-based Office suites and Apple devices in the workplace, we have chosen the same path and have built the new app CloudExtend for NetSuite on the future-proof, cross-platform Add-in Framework. This platform enables add-ins to run on Office for Windows Desktop, Office Online, Office for Mac, and eventually on Office for Mobile devices

What to Expect?

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.

How to Switch to CloudExtend Excel Data Management for NetSuite NextGen

To switch to the NextGen version of our new and redesigned CloudExtend Excel for NetSuite right from SmartClient, you need to do the following:

Step 1: Go to Home > Add-ins.

Step 2: Click Get Add-ins and look for CloudExtend. Select CloudExtend NetSuite for Data Management.

Step 3: Log in to CloudExtend. We have a full article on how to log in and have an overview of how this new version works!

πŸš€ The guide can be found here!

We do have video tutorials for updating pricing matrix and updating inventory details:

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