Microsoft offers Centralized Deployment, allowing admins to install Excel add-ins for multiple users at once. This is ideal if your organization blocks the Microsoft Office Store globally but still needs to allow approved apps (like ExtendInsights Analytics) for specific users or groups.

End User Install

If you prefer your users to install and log in independently, please send them the article with full instructions. Click here!

Before You Start

Before deploying the ExtendInsights Analytics add-in, confirm the following:

You have Global Admin or Office Apps Admin permissions in Microsoft 365
Users are using:
- Excel 2019 or later (Microsoft 365 subscription recommended), or
- Excel Online
User's NetSuite role should include the permissions outlined in this article.
The CloudExtend bundle must be installed in your NetSuite account
Add-ins can take up to 24 hours to appear for all users (often much sooner)

Scheduling (Optional)

If users will use scheduled refresh:

Files must be stored in OneDrive for Business or SharePoint
Users must have a Microsoft 365 subscription

Video Walkthrough

Deploy the ExtendInsights Analytics Add-in

Step 1: In the admin center of your Microsoft Office 365 account, go to Settings > Integrated apps > Deployed apps > Get Apps.

Step 2: This will take open the App Source page. Search for the ExtendSync app. Hit Next.

Step 3: Choose who gets the add-in:

Everyone – deploy to the entire org, or
Specific users/groups – deploy to selected users or Azure AD groups, or
Just me – good for testing before a wider rollout.
Use the Search box to add users or groups.

Step 5: Click Deploy. You’ll see a green check when deployment completes. Follow the on-screen prompt to test the add-in.

Step 6: When finished, select Next. If you’ve deployed to just yourself, you can select Change who has access to add-in to deploy to more users.

💡 Heads-up: Users might need to relaunch Office to view the add-in icon on the app ribbon. Excel add-ins can take up to 24 hours to appear on app ribbons.