59 articles
Why we're building the next generation of CloudExtend Excel Data Management for NetSuite NextGenXLNS NextGen | Learn why we're building it, what's new, and how to install it
Product Overview: CloudExtend Excel Data Management for NetSuite NextGenXLNS NextGen | Know what our product is all about
The Interface - CloudExtend Excel Data Management NextGenXLNS NextGen | Experience the new CloudExtend interface
New Features! CloudExtend Excel Data Management NextGenXLNS NextGen | Learn about the new features
Feature Comparison Table: Excel Data Management Production vs NextGenXLNS NextGen | See comparison chart of the differences between production and NextGen versions
Getting Started: Installing CloudExtend Excel Data Management for NetSuite NextGenXLNS NextGen | Installing CloudExtend Excel Data Management for NetSuite NextGen
End-User: Logging into CloudExtend Excel Data Management for NetSuite NextGenXLNS NextGen | How to login to Excel Data Management for NetSuite NextGen
End-User: Getting Started Guide for Excel Data Management NextGenXLNS NextGen | End-User Getting Started Guide
Templates not available when trying out CloudExtend Excel NextGen AppXLNS NextGen | Where are my templates
Working with Templates: What is CloudExtend Template and how to build one?XLNS NextGen | Learn what CloudExtend template is and how to build from scratch
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my CloudExtend Template builder?XLNS NextGen | See settings on how to show NetSuite fields Ids
Working with Templates: Finding your NetSuite field names in the template builderXLNS NextGen | Learn how to correlate display names to field ID
Working with Templates: Using picklists (Cell Operations)XLNS NextGen | Check out enhanced feature of using picklist values
Working with Templates: Error notificationXLNS NextGen | Know the different color notification when errors or warnings are prompted by NetSuite using CloudExtend
Working with Templates: Sharing TemplatesXLNS NextGen | Learn how to share a template with other users in your organization
Working with Template: Delete your templatesXLNS NextGen | Know how to delete CloudExtend templates
Working with Templates: Managing your TemplatesXLNS NextGen | How to Manage your templates
Working with Templates: Refreshing picklist values in CloudExtend Excel for NetSuiteXLNS NextGen | Learn how to refresh picklist values
Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved Search and FilterXLNS NextGen | There are multiple ways to pull data from NetSuite to Excel. Learn how and when to use each method
Retrieve Data: How to Retrieve Data using NetSuite internal IdsXLNS NextGen | A guide on how to pull recording using Internal Id
Retrieve Data: Global Filters across Multiple WorkbooksXLNS NextGen | Access your filters across workbooks, in different browsers and filters are no longer restricted to one workbook
Manage Records: How to Create Records using CloudExtendXLNS NextGen | See different ways to create records using CloudExtend templates
Manage Records: Updating Records via CloudExtend NextGenXLNS NextGen | Have existing records to update in NetSuite? Learn the steps on how to make change to a record using CloudExtend
Manage Records: Deleting RecordsXLNS NextGen | Learn the steps on how to remove a line or delete an entire record using CloudExtend
Manage Records: CloudExtend Excel Data Management for NetSuite NextGen Background UploadXLNS NextGen | Learn how the Background Upload works
Working with Pricing Matrix via CloudExtendXLNS NextGen | Learn how to create and update pricing matrix using CloudExtend
Uploading Item Fulfillments with Serial/Lot numbersXLNS NextGen | Learn how to upload Item Fufillments with Inventory Details
Upload new Journal EntriesXLNS NextGen | See how you can create Journal Entries using CloudExtend
Upload New Purchase OrderXLNS NextGen | Watch how you can create new Purchase Order via CloudExtend
Upload new Sales OrderXLNS NextGen | Learn how to create new Sales Order via CloudExtend
Creating New Advanced Intercompany Journal Entry via CloudExtendXLNS NextGen | Learn how to create new Advanced Intercompnay Journal Entry
Item Receipts for Purchase OrderXLNS NextGen | Save time creating item receipts using CloudExtend
Importing Credit Card Statements into NetSuite as Journal EntriesXLNS NextGen | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and ProspectsXLNS NextGen | Learn how to create leads and prospect with Customer template
How to Create NetSuite Expense ReportsXLNS NextGen | This article will show you how to create Expense Reports when using CloudExtend Data Management
How to Create and Manage Budget RecordsXLNS NextGen | Learn how to create and manage Budget Records via CloudExtend
How to Create Transfer OrderXLNS NextGen | This article will show you how to create a transfer order via Excel and using the CloudExtend application
How to Create Inventory AdjustmentXLNS NextGen | Learn how to create inventory adjustment using the CloudExtend application
Creating Serialized Assembly Items with ComponentsXLNS NextGen | Learn how to to create new serialized assembly item with components
Creating and Managing NetSuite Promotion CodesXLNS NextGen | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price ListXLNS NextGen | Learn how to manage vendor price list using CloudExtend application
Applying Customer Payment to an InvoiceXLNS NextGen | Learn how to apply payment to invoices
Creating Bill of Materials and BOM revisionsXLNS NextGen | This article will show you how to create Bill of Materials and Bill of Material Revisions with CloudExtend Data Management
Frequently Asked Questions about the Excel Data Management NextGenXLNS NextGen | See frequently asked questions about the new NextGen application
FAQ: How to Default to Background UploadXLNS NextGen | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldXLNS NextGen | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataXLNS NextGen | 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 NetSuite NextGenXLNS NextGen | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding Excel Data Management Menu OptionsXLNS NextGen | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadXLNS NextGen | Learn the two methods of upload using CloudExtend
End-User: Switching from SmartClient to CloudExtend Excel Data Management NextGenXLNS NextGen Learn how to Switch to the NextGen version of CloudExtend
FAQ: View Logs related to your One Time and Autopilot AssociationsNextGen | Check the logs for successful and failed associations using CloudExtend
FAQ: Does CloudExtend Excel Data Management for NetSuite support custom segments?XLNS NextGen | Use Custom Segments with CloudExtend Excel Data Management for NetSuite
FAQ: Picklist Selection - Cell OperationsXLNS NextGen | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsXLNS NextGen | Some features not included in the NextGen release
Troubleshooting: Getting stuck at the login page of Excel NextGen AppXLNS NextGen | Know what to do when you cannot login to ClouExtend NextGen app
Troubleshooting: Get back to the previous CloudExtend Excel versionExcel Apps | Learn how to get back to the previous Excel version
Troubleshooting: Why aren't my custom fields displaying in CloudExtend Excel Data management for NetSuite when trying to build a template?XLNS NextGen | If you're unable to see custom fields as you create templates don't despair, here's the solution
Error: I have access to all fields on the record but still getting an errorXLNS NextGen | Resolving read-only, associated feature is disabled, field available when record is created or updated issues