CloudExtend Excel Data Management Beta

See how CloudExtend Excel Data Management Beta can help you manage records in NetSuite. Learn more about the application

Chris Corcoran avatar Elise Gonzales avatar
27 articles in this collection
Written by Chris Corcoran and Elise Gonzales
Learn more about CloudExtend Excel Data Management Beta

Working with Templates: What is CloudExtend Template and how to build one?

XLNS Beta | Learn what CloudExtend template is and how to build from scratch
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Written by Elise Gonzales
Updated over a week ago

Working with Templates: Finding your NetSuite field names in the template builder

XLNS Beta | Learn how to correlate display names to field ID
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Written by Elise Gonzales
Updated over a week ago

Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my CloudExtend Template builder?

XLNS Beta | See settings on how to show NetSuite fields Ids
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Written by Elise Gonzales
Updated over a week ago

Working with Templates: Using picklists (drop-down fields)

XLNS Beta | Check out enhanced feature of using picklist values
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Written by Elise Gonzales
Updated over a week ago

Working with Templates: Error notification

XLNS Beta | Know the different color notification when errors or warnings are prompted by NetSuite using CloudExtend
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Written by Elise Gonzales
Updated over a week ago

Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved Search and Filter

XLNS Beta | There are multiple ways to pull data from NetSuite to Excel. Learn how and when to use the each method
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Written by Elise Gonzales
Updated over a week ago

Retrieve Data: How to Retrieve Data using NetSuite internal Ids

XLNS Beta | A guide on how to pull recording using Internal Id
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Written by Elise Gonzales
Updated over a week ago

Manage Records: Updating Records via CloudExtend Beta

XLNS Beta | Have existing records to udpate in NetSuite? Learn the steps on how to make change to a record using CloudExtend
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Written by Elise Gonzales
Updated over a week ago

Manage Records: How to Create Records using CloudExtend

XLNS Beta | See different ways to create records using CloudExtend templates
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Written by Elise Gonzales
Updated over a week ago

Manage Records: Deleting Records via CloudExtend Beta

XLNS Beta | Learn the steps on how to make remove a line or delete an entire record using CloudExtend
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Written by Elise Gonzales
Updated over a week ago

Manage Records: CloudExtend Excel Data Management for NetSuite Background Upload

XLNS Beta | Learn how the Background Upload works
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Written by Elise Gonzales
Updated over a week ago