CloudExtend Excel Data Management Beta

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

27 articles in this collection
Written by Chris Corcoran and Elise Gonzales

Why we're building the next generation of CloudExtend Excel Data Management for NetSuite

XLNS | Learn why we're building it, what's new, and how to install it

Written by Chris Corcoran
Updated over a week ago

Product Overview: CloudExtend Excel Data Management for NetSuite Beta

XLNS Beta | Know what our product is all about

Written by Elise Gonzales
Updated over a week ago

Everything you need to know

New Look! The Interface

XLNS Beta | Experience the new CloudExtend interface

Written by Elise Gonzales
Updated over a week ago

New Features! CloudExtend Excel Data Management Beta

XLNS | Learn about the new features

Written by Elise Gonzales
Updated over a week ago

Feature Comparison Table: Excel Data Management Production vs Beta

XLNS Beta | See comparison chart of the differences between production and beta versions

Written by Elise Gonzales
Updated over a week ago

Picklist Selection - Cell Operations

XLNS Beta | Learn more about the new design in using cell operations panel

Written by Elise Gonzales
Updated over a week ago

Deprecation/Removal of Raw download and Search Joins

XLNS Beta | Some features not included in the beta release

Written by Elise Gonzales
Updated over a week ago

Getting Started

Getting Started: Installing CloudExtend Excel Data Management for NetSuite Beta

XLNS Beta | Side loading CloudExtend Excel Data Management for NetSuite

Written by Elise Gonzales
Updated over a week ago

End-User: Logging into CloudExtend Excel Data Management for NetSuite Beta

XLNS Beta | How to login to Excel Data Manangement for NetSuite Beta

Written by Elise Gonzales
Updated over a week ago

End-User: Getting Started Guide for Excel Data Management Beta

XLNS Beta | End-User Getting Started Guide

Written by Elise Gonzales
Updated over a week ago

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

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

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

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

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

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

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

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

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

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

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

Written by Elise Gonzales
Updated over a week ago

FAQ

FAQ: How to manage records using Multi-Select Field

XLNS Beta | Learn how to create and update records for multi-selct field

Written by Elise Gonzales
Updated over a week ago

FAQ: How to Default to Background Upload

XLNS Beta | Learn how to default to Background upload

Written by Elise Gonzales
Updated over a week ago

Frequently Asked Questions about the Excel Data Management Beta

XLNS Beta | See frequently asked questions about the new beta application

Written by Elise Gonzales
Updated over a week ago

FAQ: Determine the NetSuite connection you have for CloudExtend Excel Data Management for NetSuite Beta

XLNS Beta | Know when you are connected to NetSuite Production, Test Drive or Sandbox

Written by Elise Gonzales
Updated over a week ago

FAQ: Understanding Excel Data Management Menu Options

XLNS Beta | Know the different setting and options you can do when going to the Menu

Written by Elise Gonzales
Updated over a week ago

FAQ: Real-time and Background Upload

XLNS Beta | Learn the two methods of upload using CloudExtend

Written by Elise Gonzales
Updated over a week ago