CloudExtend Excel Data Management for NetSuite

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Chris Corcoran avatar K Kevin Ha avatar +4
115 articles in this collection
Written by Chris Corcoran, Kauser Fatima, Kevin Ha and 4 others
Getting Started

🔍 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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Best Practices for CloudExtend Excel Data Management for NetSuite

XLNS | Learn about the best practices when using CloudExtend Excel Data Management for NetSuite
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

CloudExtend Excel Data Management for NetSuite Go Live Checklist and End-user Guidelines

Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

Getting Started: CloudExtend Excel Data Management for NetSuite

XLNS | Follow these steps to configure CloudExtend Excel Data Management for NetSuite and get started
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Getting Started: CloudExtend Excel Data Management for NetSuite Beginners Guide

XLNS | This guide will help you understand the basic concepts of the CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Admin: CloudExtend Excel Data Management for NetSuite can be installed by your Office 365 Admin

XLNS | Learn how Admins can install CloudExtend Apps for multiple users at once
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Licensing: How to manage CloudExtend Excel Data Management for NetSuite Enterprise Licenses And Administer Users

XLNS | Logging in and managing CloudExtend Excel Data Management for NetSuite Enterprise Users
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Licensing: CloudExtend Excel Data Management for NetSuite Bundle

XLNS | Learn how to install and use the CloudExtend Excel bundle to customize the app and get access to advanced features
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Settings: CloudExtend Excel Data Management for NetSuite Setup Guide (Enterprise)

XLNS | Guide to help streamline your setup
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Settings: Install CloudExtend Excel Data Management for NetSuite

XLNS | Install instructions for CloudExtend Excel for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Settings: Setting up Token-Based Authentication For CloudExtend Excel Data Management For NetSuite

XLNS | Learn how to enable TBA for your organization and end users
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Settings: Subscribing to CloudExtend Excel Data Management for NetSuite

XLNS | Learn how to purchase CloudExtend Excel Data Management for NetSuite directly from within the application
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Settings: Can I Log Into CloudExtend Excel Data Management using SSO, TBA, or 2 Factor Authentication?

XLNS | Learn how to use TBA for 2FA roles with CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Settings: Upgrading from CloudExtend Excel Data Management for NetSuite Personal Edition to Enterprise

XLNS | Learn how to upgrade editions
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Settings: Recommended Cache & Cookie Settings For CloudExtend Excel Data Management for NetSuite

XLNS | It is recommended that the Cache and Cookie settings are updated as described in this article
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Settings: How do I know which version of CloudExtend Excel I'm using?

XLNS | Learn how to tell if you are using Celigo's Classic Edition (SmartClient) or CloudExtend Excel Data Management for NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Maximizing CloudExtend Excel Data Management for NetSuite Performance

XLNS | Learn how CloudExtend handles queues, concurrency limits, and best practices for maximizing performance
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Moving from CloudExtend Excel Custom Record to the CloudExtend Bundle

XLNS | Learn how to move your custom settings to the Celigo CloudExtend bundle
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Configuring CloudExtend Excel Data Management for NetSuite to treat warnings as errors

XLNS | How to configure CloudExtend Excel to treat warnings as errors
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
Learn more about CloudExtend Excel for NetSuite

Working with Templates: Learn about CloudExtend Excel Data Management for NetSuite templates

XLNS | Explanation of what CloudExtend Excel Data Management for NetSuite templates
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

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

XLNS | Not seeing your NetSuite fields in the template? Learn how to correlate display names to field ID
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Working with Templates: Adding New NetSuite fields onto CloudExtend Templates

XLNS | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Jomari Buhain avatar
Written by Jomari Buhain
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Working with Templates: Using picklists (drop down fields) with CloudExtend Excel Data Management for NetSuite

XLNS | Picklist values can be selected from a drop-down list or entered directly into the cell
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Working with Templates: Refreshing picklist values in CloudExtend Excel Data Management for NetSuite and Salesforce

XLNS & XLSF | Learn how to refresh picklist values
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?

XLNS | Using internalID's with the CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Manage Records: Creating new NetSuite records from CloudExtend Excel Data Management for NetSuite

XLNS | Create new NetSuite records directly from Excel and push it up to NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Manage Records: How to update 1 row, multiple rows, or all rows using CloudExtend Excel Data Management for NetSuite

XLNS | With CloudExtend Excel Data Management for NetSuite, you can upsert 1 or more rows from Excel back to NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Manage Records: Updating Select Lines With CloudExtend Excel Data Management for NetSuite without losing data

XLNS | Learn how to use Replace All to update only select lines on a transaction and incrementally improve performance
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Manage Records: CloudExtend Excel Data Management for NetSuite Burst Mode Upload

XLNS | Learn how the Burst Mode Upload works in CloudExtend Excel for NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Manage Records: How to create multi-line transactions in CloudExtend Excel Data Management for NetSuite

XLNS | Creating multi-line transactions with CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Manage Records: Setting values to null and removing lines

XLNS | This article will cover two features, setting field values to null and removing select lines from transactions
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Manage Data: Deleting NetSuite records from Excel

XLNS | Deleting NetSuite records from Excel
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Retrieve Data: Three ways to retrieve data from NetSuite in CloudExtend

XLNS | 3 ways to retrieve NetSuite data in CloudExtend Excel for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Retrieve Data: Use Refresh to quickly retrieve one or more NetSuite records

XLNS | CloudExtend Excel for NetSuite | Use the refresh action to view one or more NetSuite records in Excel
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Retrieve Data: Understanding which values are overwritten during refresh operation in CloudExtend Excel Data Management for NetSuite

XLNS | Learn how to retain formulas and values during the refresh operation
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Retrieve Data: Downloading NetSuite Saved Searches into Excel

XLNS | CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for free. Learn when to use this option here
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Retrieve Data: Learn how to use CloudExtend Excel Data Management for NetSuite's free reporting engine

XLNS | Canceled user? Learn how to continue using CloudExtend Excel Data Management for NetSuite's reporting engine for free
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Retrieve Data: Can I filter records by fields with no value in CloudExtend Excel Data Management for NetSuite?

XLNS | Filtering fields with no value
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
Tips and Tricks

Sample Template: Creating New Inbound Shipment records with CloudExtend

XLNS | Learn how to work with Inbound Shipment Records and Purchase Order Line Unique Keys
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Sample Template: Creating templates for NetSuite custom transaction types

XLNS | Learn how to create CloudExtend Excel templates for NetSuite custom transaction types
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Sample Template: How can I create a custom price for an item(s) using CloudExtend Excel Data Management for NetSuite?

XLNS | Creating a custom price in CloudExtend Excel for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work faster

XLNS | Use macros to insert formulas or perform other repetitive tasks
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Tips & Tricks: How do I share CloudExtend Excel Data Management for NetSuite templates with others?

XLNS | Sharing CloudExtend Excel Data Management for NetSuite templates
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Tips & Tricks: How can I expose NetSuite Field IDs so it is easier for me to find the correct field IDs to add to my CloudExtend Excel Data Management for NetSuite template?

XLNS | Exposing the NetSuite Field ID's in NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Tips & Tricks: Tips to avoid overwriting the Amount value on a transaction

XLNS | The line total amount is not equal to the item price times the quantity
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Tips & Tricks: Can I create and update records using External ID in CloudExtend Excel Data Management for NetSuite?

XLNS | Using the External ID in CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Tips & Tricks: How can I set reorder points by location in CloudExtend Excel Data Management for NetSuite?

XLNS | Setting reorder points by location in CloudExtend ExcelData Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
FAQ

FAQ: How to Refresh Metadata via CloudExtend Data Management for NetSuite

XLNS | This article will show you different ways to refresh your custom fields and picklist values
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

FAQ: Disable caching for picklist values

XLNS | Learn how to turn off caching of picklist values and set it as a real time lookup
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: How to work with multiple subsidiaries in CloudExtend Excel Data Management for NetSuite

XLNS | Setup if you are working on multiple subsidiary using CloudExtend
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: Regional date formats with CloudExtend Excel Data Management for NetSuite

XLNS | Learn how to work with date formats in regions other than the US
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Working with Matrix Items in CloudExtend Excel Data Management for NetSuite

XLNS | Learn more about working with matrix items
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Using a formula to remove the bracketed internal ID of a field

XLNS | Building a pivot table or report off of your data and don't want to see the [[nnnn]] referenced in the data?
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Why don't my search results stream into Excel in the same way they appear in NetSuite

XLNS | Learn about the differences between NetSuite search results and CloudExtend's saved search import feature
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Sideload CloudExtend Excel Data Management for NetSuite

XLNS | Side loading CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: Does CloudExtend Excel Data Management for NetSuite support custom segments?

XLNS | Updating Custom Segments Using CloudExtend Excel Data Management for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: Customizing CloudExtend Excel Data Management for NetSuite to modify default settings

XLNS | Learn how to override default settings such as custom batch sizes and treat warnings as errors
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: CloudExtend Excel Data Management for NetSuite Add-In Issue for Macs

XLNS | Learn about an issue with all Microsoft Add-Ins that causes them to stop running when Excel loses focus
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Logging in to CloudExtend Excel Data Management for NetSuite

XLNS | Learn about the TBA and SSO options available to you when signing in to CloudExtend Excel Data Management for NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

FAQ: Re-running saved searches with CloudExtend Excel for NetSuite

XLNS | How do I rerun my saved search results
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

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
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

FAQ: How do I determine whether my office installation is Click-To-Run Or MSI-Based?

XLNS | Determine which version of Excel you have
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
Troubleshooting

Troubleshooting: Formula not Calculating

XLNS | See steps how to fix issues when your formulas are not working in Excel
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

Troubleshooting: CloudExtend icon is missing on data tab

XLNS | CloudExtend Excel Data Management for NetSuite icon has gone missing
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Troubleshooting: Why aren't my custom fields displaying in CloudExtend Excel Data management for NetSuite when trying to build a template?

XLNS | If you're unable to see custom fields as you create templates don't despair, here's the solution
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Troubleshooting: Problems with the column order when downloading NetSuite saved searches in raw-data mode

XLNS | Learn why column orders in Excel are different than NetSuite search results
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Troubleshooting: CloudExtend Excel Data Management For NetSuite is not giving me Picklist Values for a field

XLNS | Picklist values are not loading for a field
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Troubleshooting: Enabling In Memory Mode for CloudExtend Excel Data Management for NetSuite

XLNS | Unable to get property 'suspend' of undefined or null reference
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Troubleshooting: TBA login Error Invalid Login Credentials

XLNS | How to resolve "Invalid Login Credentials" when logging into CloudExtend Excel using TBA
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Troubleshooting: After installing CloudExtend Excel Data Management for NetSuite the add-in will not load

XLNS | CloudExtend Excel Data Management for NetSuite will not load
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: Something seems to be wrong. Please retry the operation again?

XLNS | Why are you getting the error "Something seems to be wrong. Please retry the operation again"
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: Invalid Entity. Given purchase order ID do not match given entity: <Entity ID>

XLNS | Learn about the ramifications of updating the entity (vendor) field on a vendor bill if it is associated with a Purchase Order
Dulindra Wijethilake avatar
Written by Dulindra Wijethilake
Updated over a week ago

Error: "Invalid login attempt" when trying to update data in CloudExtend Excel Data Management for NetSuite?

XLNS | NetSuite 2018.2 requires 2-factor authentication for Admin roles which causes invalid login attempt
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: You do not have permission to set a value for element. Permission Errors with CloudExtend Excel Data Management for NetSuite

XLNS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: You do not have permissions to set a value for element due to one of the following reasons

XLNS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Error: CloudExtend Cannot Continue Under The Current Configuration Of Your System?

XLNS | Why are you getting a message saying CloudExtend cannot continue under the current configuration of your system
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance

XLNS | Why are you receiving the following error The account you are trying to access is currently unavailable
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: Response stream exceeded limit of 5242880 bytes"? Is there a limit on the number of records CloudExtend Excel Data Management for NetSuite can upload/download?

XLNS | Why are you seeing the error "Response stream exceeded limit of 5242880 bytes"
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: “General Exception” Or “Internal Error Occurred” in CloudExtend Excel Data Management for NetSuite?

XLNS | Why are you receiving this error "General Exception Or Internal Error Occurred"
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: I have access to all fields on the record but still getting an error

XLNS | Resolving read-only, associated feature is disabled, field available when record is created or updated issues
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Error: I can no longer log into my Sandbox Account in CloudExtend Excel Data Management for NetSuite since the upgrade to 2.0

XLNS | The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: ADD-IN ERROR 'This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try again

XLNS | Learn how to troubleshoot Microsoft add-ins when they won't fully load
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Error: We have a problem retrieving Saved Searches from your connected NetSuite Account

XLNS | Learn why you are having problem retrieving Saved Searches
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Error: When trying to Select a Record Type when building a template you receive the following error, "Invalid Login. Customer access is disabled"

XLNS | Error Message: Invalid login. Customer access is disabled
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
Business Use Cases

How to Create Inventory Adjustment via CloudExtend Excel Data Management for Netsuite

XLNS | Learn how to create inventory adjustment using the CloudExtend application
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

How to Create Transfer Order via CloudExtend Data Management for NetSuite

XLNS | This article will show you how to create transfer order via Excel and using the CloudExtend application
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

How to Create NetSuite Budgets using CloudExtend

XLNS : This will show how to create and manage Budget Records via CloudExtend
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

Creating Journal Entries using CloudExtend Excel Data Management for NetSuite

XLNS | This will show you how to create Journal Entries using CloudExtend
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

How to Create and Update Sales Orders using CloudExtend

XLNS | Learn how to manage Sales Orders via CloudExtend application
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

Creating & Managing NetSuite Promotion Codes with CloudExtend Excel Data Management for NetSuite

XLNS | Learn how to create and manage NetSuite Promotion Codes
Elise Gonzales avatar
Written by Elise Gonzales
Updated over a week ago

Creating, Editing, and Viewing NetSuite Quotes in Excel

XLNS | Learn how to present beautiful Excel-based quotes to your customers. Plus view/edit/create directly in Excel
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How to Create NetSuite Expense Reports From Excel

XLNS | This article will show you how to create Expense Reports when using CloudExtend Data Management
Kevin Ha avatar
Written by Kevin Ha
Updated over a week ago

Fulfill NetSuite Sales Orders

XLNS | Learn how to fulfill NetSuite Sales Orders (in full or partial)
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Importing Credit Card Statements into NetSuite as Journal Entries

XLNS | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Receiving Purchase Orders with CloudExtend Excel Data Management for NetSuite

XLNS | Looking to save time using Item Receipts with Excel?
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How to Create NetSuite Bill of Materials and BOM revisions with CloudExtend Data Management for NetSuite

XLNS | This article will show you how to create Bill of Materials and Bill of Material Revisions with CloudExtend Data Management
Kevin Ha avatar
Written by Kevin Ha
Updated over a week ago

Learn how to create a bank deposit record in NetSuite

XLNS | Learn how to create bank deposits in NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago