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CloudExtend Excel Data Management

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99 articles
Why we're building the next generation of CloudExtend Excel Data Management for NetSuiteXLNS | Learn why we're building it, what's new, and how to install it
Product Overview: CloudExtend Excel Data Management for NetSuiteXLNS | Know what our product is all about
The Interface - CloudExtend Excel Data ManagementXLNS | Experience the new CloudExtend interface
New Features! CloudExtend Excel Data ManagementXLNS | Learn about the new features
Feature Comparison Table: Excel Data Management Legacy vs New versionXLNS | See comparison chart of the differences between production and new version
CloudExtend Excel for NetSuite RoadmapXLNS | Learn about what we're considering building, what we're building now, and what was recently released
Learn How To Get Support For CloudExtend Excel Data Management For NetSuiteXLNS | Can't find what your are looking for? Learn how to get more support here
Getting Started

Everything you need to know to get started with CloudExtend!


🔍 Find all your important CloudExtend Excel Data Management for NetSuite Resources in 1 place here!XLNS l Guides and resources to ensure you are setup for success
End-User: Getting Started Guide for Excel Data ManagementXLNS | End-User Getting Started Guide
End-User: Install CloudExtend Excel Data Management for NetSuiteXLNS | Install instructions for CloudExtend Excel for NetSuite
End-User: Logging into CloudExtend Excel Data Management for NetSuiteXLNS | How to login to Excel Data Management for NetSuite
Best Practices for CloudExtend Excel Data Management for NetSuiteXLNS | Learn about the best practices when using CloudExtend Excel Data Management for NetSuite
Licensing: How to manage CloudExtend Excel Data Management for NetSuite Enterprise Licenses And Administer UsersXLNS | Logging in and managing CloudExtend Excel Data Management for NetSuite Enterprise Users
Admin: CloudExtend Excel Data Management for NetSuite Setup Guide (Enterprise)XLNS | Guide to help streamline your setup
Admin: CloudExtend Excel Data Management for NetSuite can be installed by your Office 365 AdminXLNS | Learn how Admins can install CloudExtend Apps for multiple users at once
Admin: CloudExtend Excel Data Management for NetSuite BundleXLNS | Learn how to install and use the CloudExtend Excel bundle to customize the app and get access to advanced features
Settings: Upgrading from CloudExtend Excel Data Management for NetSuite Personal Edition to EnterpriseXLNS | Learn how to upgrade editions
Settings: Recommended Cache & Cookie Settings For CloudExtend Excel Data Management for NetSuiteXLNS | It is recommended that the Cache and Cookie settings are updated as described in this article
FAQ: Maximizing CloudExtend Excel Data Management for NetSuite PerformanceXLNS | Learn how CloudExtend handles queues, concurrency limits, and best practices for maximizing performance
FAQ: Configuring CloudExtend Excel Data Management for NetSuite to treat warnings as errorsXLNS | How to configure CloudExtend Excel to treat warnings as errors
FAQ: Templates not available when trying out CloudExtend Excel AppXLNS | Where are my templates
Admin: Add New Users to CloudExtend Excel Data Management for NetSuiteXLNS | Admin's checkpoint for new users of CloudExtend
Working with Templates

CloudExtend Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!


Working with Templates: What is CloudExtend Template and how to build one?XLNS | Learn what CloudExtend template is and how to build from scratch
Working with Templates: Managing your TemplatesXLNS | How to Manage your templates
Working with Templates: Sharing TemplatesXLNS | Learn how to share a template with other users in your organization
Working with Template: Delete your templatesXLNS | Know how to delete CloudExtend templates
Working with Templates: Adding New NetSuite fields onto CloudExtend TemplatesXLNS | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my CloudExtend Template builder?XLNS | See settings on how to show NetSuite fields Ids
Working with Templates: Finding your NetSuite field names in the template builderXLNS | Learn how to correlate display names to field ID
Working with Templates: Using picklists (Cell Operations)XLNS | Check out enhanced feature of using picklist values
Working with Templates: Error notificationXLNS | Know the different color notification when errors or warnings are prompted by NetSuite using CloudExtend
Working with Templates: Refreshing picklist values in CloudExtend Excel for NetSuiteXLNS | Learn how to refresh picklist values
Working with Templates: Which NetSuite fields are required when building a CloudExtend Excel Data Management for NetSuite template?XLNS | How to determine required fields in NetSuite
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?XLNS | Using internal ID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Why do I not see all my fields when building a template in CloudExtend Excel Data Management for NetSuite?XLNS | When building a template in CloudExtend Excel Data Management for NetSuite all of the fields are not in the drop-down
Working with Templates: Can I rename the field names in my CloudExtend Excel Data Management for NetSuite table?XLNS | Renaming field names in CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rearrange my fields in a template for CloudExtend Excel Data Management for NetSuite?XLNS | Rearranging fields in a template for CloudExtend Excel Data Management for NetSuite
Working with Templates: Creating templates for NetSuite custom transaction typesXLNS | Learn how to create CloudExtend Excel templates for NetSuite custom transaction types
Business Use Cases

Here are collections of some of the records types that you can use CloudExtend for. Watch and know how to use CloudExtend!


Working with Pricing Matrix via CloudExtendXLNS | Learn how to create and update pricing matrix using CloudExtend
Uploading Item Fulfillments with Serial/Lot numbersXLNS | Learn how to upload Item Fufillments with Inventory Details
Upload new Journal EntriesXLNS | See how you can create Journal Entries using CloudExtend
Upload New Purchase OrderXLNS | Watch how you can create new Purchase Order via CloudExtend
Upload new Sales OrderXLNS | Learn how to create new Sales Order via CloudExtend
Creating New Advanced Intercompany Journal Entry via CloudExtendXLNS | Learn how to create new Advanced Intercompnay Journal Entry
Item Receipts for Purchase OrderXLNS | Save time creating item receipts using CloudExtend
Importing Credit Card Statements into NetSuite as Journal EntriesXLNS | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and ProspectsXLNS | Learn how to create leads and prospect with Customer template
How to Create NetSuite Expense ReportsXLNS | This article will show you how to create Expense Reports when using CloudExtend Data Management
How to Create and Manage Budget RecordsXLNS | Learn how to create and manage Budget Records via CloudExtend
How to Create Transfer OrderXLNS | This article will show you how to create a transfer order via Excel and using the CloudExtend application
How to Create Inventory AdjustmentXLNS | Learn how to create inventory adjustment using the CloudExtend application
Creating Serialized Assembly Items with ComponentsXLNS | Learn how to to create new serialized assembly item with components
Creating and Managing NetSuite Promotion CodesXLNS | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price ListXLNS | Learn how to manage vendor price list using CloudExtend application
Applying Customer Payment to an InvoiceXLNS | Learn how to apply payment to invoices
Creating Bill of Materials and BOM revisionsXLNS | This article will show you how to create Bill of Materials and Bill of Material Revisions with CloudExtend Data Management
Creating, Editing, and Viewing NetSuite Quotes in ExcelXLNS | Learn how to present beautiful Excel-based quotes to your customers. Plus view/edit/create directly in Excel
Making a Hyperlink back into Excel WorkbookXLNS | See instructions on how to generate hyperlinks and upload them to NetSuite
Assigning Multiple Companies (Customers/Projects) to a Contact using CloudExtendXLNS | Learn how to assign multiple company fields of a contact record
FAQ

Frequently asked questions for CloudExtend Excel Data Management


Frequently Asked Questions about the Excel Data ManagementXLNS | See frequently asked questions about the new version of the application
FAQ: How to Default to Background UploadXLNS | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldXLNS | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataXLNS | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Determine the NetSuite connection you have for CloudExtend Excel Data Management for NetSuiteXLNS | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding Excel Data Management Menu OptionsXLNS | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadXLNS | Learn the two methods of upload using CloudExtend
End-User: Switching from SmartClient to CloudExtend Excel Data ManagementXLNS | Learn how to Switch to the new version of CloudExtend
FAQ: Does CloudExtend Excel Data Management for NetSuite support custom segments?XLNS | Use Custom Segments with CloudExtend Excel Data Management for NetSuite
FAQ: Picklist Selection - Cell OperationsXLNS | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsXLNS | Some features not included in the new version
FAQ: CloudExtend Operations ExplainedXLNS | Know how CloudExtend interacts with NetSuite when using templates
FAQ: How are workflows/scripts affected when updating or creating records using CloudExtend Excel Data Management?XLNS | Learn how workflows/scripts affect when managing data using CloudExtend
FAQ: Regional date formats with CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to work with date formats in regions other than the US
FAQ: Limitations with Matrix Items using CloudExtend Excel Data Management for NetSuiteXLNS | Learn the limitations of managing matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldXLNS | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: Customizing CloudExtend Excel Data Management for NetSuite to modify default settingsXLNS | Learn how to override default settings such as custom batch sizes and treat warnings as errors
FAQ: How To Assign SOAP Web Services Permission To A Role?XLNS | SOAP Web Services must be enabled for CloudExtend Excel Data Management for NetSuite to function properly
FAQ: CloudExtend Excel Data Management for NetSuite usage metricsXLNS | Learn how to report on usage