Prerequisites
Users must have specific NetSuite permissions such as User Access Tokens and SOAP Web services. Click here to learn more.
A Microsoft 365 subscription is required to use the add-in.
The CloudExtend bundle must be installed in your NetSuite account
To use the scheduling component, the file must be saved on OneDrive for Business or SharePoint.
Installation
Install the CloudExtend bundle (performed by Microsoft Global Admin)
Install the CloudExtend bundle (performed by Microsoft Global Admin)
Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps. See the guide on how to deploy CloudExtend to all users.
Central Deployment of CloudExtend within organization
Central Deployment of CloudExtend within organization
Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps. Check out this article!
End-User Install
Open Excel and make sure you are logged into your Microsoft 365 account. You should see your name at the top right of Excel.
READ ME: Important Note Regarding Your Email Address
The new CloudExtend Apps are all using CloudExtend Federated Identity (CEFI) to login you into NetSuite by associating your NetSuite email address with your Microsoft or Google email address. Once you have logged in switching accounts, roles, etc., will be seamless.
Watch the video or follow the steps below:
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.