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CloudExtend Excel for NetSuite
CloudExtend Excel for NetSuite
The easiest way to find anything related to CloudExtend Excel for NetSuite is to search for it here.
130 articles in this collection
Written by
Chris Corcoran
and
Justine Burdo
CloudExtend Excel for NetSuite Roadmap
Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Written by
Chris Corcoran
Updated over a week ago
Getting Started
1. Install CloudExtend Excel for NetSuite from Office Store
CENS | Install instructions for CloudExtend Excel for NetSuite
Written by
Justine Burdo
Updated over a week ago
2. CloudExtend Excel for NetSuite Bundle
Learn how to install and use CloudExtend Excel bundle to customize the app and get access to advanced features.
Written by
Chris Corcoran
Updated over a week ago
3. Learn about CloudExtend Excel for NetSuite templates
CENS | Explanation of what CloudExtend Excel for NetSuite templates
Written by
Justine Burdo
Updated over a week ago
4. Three ways to retrieve data from NetSuite in CloudExtend
3 ways to retrieve NetSuite data in CloudExtend Excel for NetSuite
Written by
Justine Burdo
Updated over a week ago
5. Using picklists (drop down fields) with CloudExtend Excel for NetSuite
Picklist values can be selected from a drop down list or entered directly in the cell. Learn more here.
Written by
Justine Burdo
Updated over a week ago
6. Creating new NetSuite records from CloudExtend Excel
Create net new NetSuite records directly from Excel and push it up to NetSuite.
Written by
Justine Burdo
Updated over a week ago
7. Deleting NetSuite records from Excel
Deleting NetSuite records from Excel.
Written by
Justine Burdo
Updated over a week ago
8. CloudExtend Excel Burst Mode Upload
CENS | Learn how the Burst Mode Upload works in CloudExtend Excel for NetSuite
Written by
Chris Corcoran
Updated over a week ago
9. Maximizing CloudExtend Excel for NetSuite Performance
CENS | Learn how CloudExtend handles queues, concurrency limits, and best practices for maximizing performance
Written by
Chris Corcoran
Updated over a week ago
10. Learn How To Get Support For CloudExtend Excel For NetSuite
Can't find what your are looking for? Learn how to get more support here.
Written by
Justine Burdo
Updated over a week ago
Reference - CloudExtend Excel for NetSuite Beginners Guide
This guide will help you understand the basic concepts of the CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Reference - CloudExtend Excel for NetSuite: Getting Started Guide
Follow these steps to configure CloudExtend Excel for NetSuite and get started.
Written by
Justine Burdo
Updated over a week ago
11. Request a feature
Wish we had a certain feature? Request it here
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel for NetSuite Setup Guide (Enterprise)
Written by
Justine Burdo
Updated over a week ago
🔍 Find all your important CloudExtend Excel Resources in 1 place here!
CENS l Guides and resources to ensure you are setup for success.
Written by
Justine Burdo
Updated this week
Tips and Tricks
Upgrading from CloudExtend Excel for NetSuite Personal Edition to Enterprise
CENS | Learn how to upgrade editions
Written by
Chris Corcoran
Updated over a week ago
Using CloudExtend Excel For NetSuite Burst Mode
CENS | Learn how to use CloudExtend Excel for NetSuite Burst Mode
Written by
Chris Corcoran
Updated over a week ago
Updating Select Lines With CloudExtend Excel for NetSuite without losing data
CENS | Learn how to use 'Replace All' to update only select lines on a transaction and incrementally improve performance
Written by
Chris Corcoran
Updated over a week ago
Fulfill NetSuite Sales Orders
CENS | Learn how to fulfill NetSuite Sales Orders (in full or partial)
Written by
Chris Corcoran
Updated over a week ago
Receiving Purchase Orders with CloudExtend Excel
CENS | Looking to save time using Item Receipts with Excel?
Written by
Chris Corcoran
Updated over a week ago
Creating templates for NetSuite custom transaction types
CENS | Learn how to create CloudExtend Excel templates for NetSuite custom transaction types
Written by
Chris Corcoran
Updated over a week ago
Use Excel Macros and CloudExtend Excel for NetSuite to work faster
Use macros to insert formulas or perform other repetitive tasks.
Written by
Chris Corcoran
Updated over a week ago
How do I share CloudExtend Excel for NetSuite templates with others?
Sharing CloudExtend Excel for NetSuite templates
Written by
Justine Burdo
Updated over a week ago
How to create multi-line transactions in CloudExtend Excel for NetSuite
Creating multi-line transactions with CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
How can I use Internal ID's to reference a valid value in a picklist field?
Using internalID's with the CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Use Refresh to quickly retrieve one or more NetSuite records
Product | CloudExtend Excel for NetSuite | Use the refresh action to view one or more NetSuite records in Excel
Written by
Chris Corcoran
Updated over a week ago
How can I create a custom price for an item(s) using CloudExtend Excel for NetSuite?
Product | CloudExtend Excel for NetSuite | Creating a custom price in CloudExtend Excel for NetSuite
Written by
Justine Burdo
Updated over a week ago
Setting values to null and removing lines
This article will cover two features, setting field values to null and removing select lines from transactions.
Written by
Chris Corcoran
Updated over a week ago
Tips to avoid overwriting the Amount value on a transaction
Notification: The line total amount is not equal to the item price times the quantity.
Written by
Justine Burdo
Updated over a week ago
Can I create and update records using External ID in CloudExtend Excel for NetSuite?
Using the External ID in CloudExtend Excel for NetSuite
Written by
Justine Burdo
Updated over a week ago
Finding your NetSuite field names in the template builder
Product | CloudExtend Excel for NetSuite | Not seeing your NetSuite fields in the template? Learn how to correlate display names to field ID
Written by
Justine Burdo
Updated over a week ago
Moving from CloudExtend Excel Custom Record to the CloudExtend Bundle
CENS | Learn how to move your custom settings to the Celigo CloudExtend bundle.
Written by
Chris Corcoran
Updated over a week ago
FAQ
Understanding which values are overwritten during refresh operation in CloudExtend Excel for NetSuite
CENS | Learn how to retain formulas and values during the refresh operation
Written by
Chris Corcoran
Updated over a week ago
Regional date formats with CloudExtend Excel for NetSuite
Learn how to work with date formats in regions other than the US
Written by
Chris Corcoran
Updated over a week ago
Refreshing picklist values in CloudExtend Excel for NetSuite and Salesforce
CENS - CESF | Learn how to refresh picklist values
Written by
Chris Corcoran
Updated over a week ago
Disable caching for picklist values
CENS | Learn how to turn off caching of picklist values and set it as a real time lookup
Written by
Chris Corcoran
Updated over a week ago
Creating New Inbound Shipment records with CloudExtend
CENS | Learn how to work with Inbound Shipment Records and Purchase Order Line Unique Keys
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite and Release Preview Accounts
CENS | Learn how to access your NetSuite Release Preview Account
Written by
Chris Corcoran
Updated over a week ago
Setting up Token Based Authentication For CloudExtend Excel For NetSuite
CENS | Learn how to enable TBA for your org and end users.
Written by
Chris Corcoran
Updated over a week ago
Logging in to CloudExtend Excel for NetSuite
CENS Learn about the TBA and SSO options available to you when signing in to CloudExtend Excel for NetSuite
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Roadmap
Learn more about what is coming to CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Subscribing to CloudExtend Excel for NetSuite
CENS | Learn how to purchase CloudExtend Excel for NetSuite directly from within the App
Written by
Chris Corcoran
Updated over a week ago
Why did Celigo build a new SmartClient?
Written by
Chris Corcoran
Updated over a week ago
Learn how to use CloudExtend Excel for NetSuite's free reporting engine
CENS | Canceled user? Learn how to continue using CloudExtend Excel for NetSuite's reporting engine for free
Written by
Chris Corcoran
Updated over a week ago
Downloading NetSuite Saved Searches into Excel
CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for for free. Learn when to use this option here.
Written by
Chris Corcoran
Updated over a week ago
How to work with multiple subsidiaries in CloudExtend Excel for NetSuite
Written by
Justine Burdo
Updated over a week ago
Which NetSuite fields are required when building a CloudExtend Excel for NetSuite template?
Written by
Justine Burdo
Updated over a week ago
Working with Matrix Items in CloudExtend Excel for NetSuite
CENS | Learn more about working with matrix items
Written by
Chris Corcoran
Updated over a week ago
Why don't my search results stream into Excel in the same way they appear in NetSuite
CENS | Learn about the differences between NetSuite search results and CloudExtend's saved search import feature
Written by
Chris Corcoran
Updated over a week ago
How do I know which version of CloudExtend Excel I'm using?
Learn how to tell if you are using Celigo's Classic Edition (SmartClient) or CloudExtend Excel for NetSuite
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite can be installed by your Office 365 Admin
CENS | Learn how Admins can install CloudExtend Apps for multiple users at once.
Written by
Chris Corcoran
Updated over a week ago
A mandatory update is available for Celigo Excel SmartClient for NetSuite Classic Edition (TLS 1.2 support)
Learn how to update your SmartClient for NetSuite Classic edition with support for TLS 1.2
Written by
Chris Corcoran
Updated over a week ago
What Features Are Available In CloudExtend Excel For NetSuite During The Trial Period?
Limitations of CloudExtend Excel for NetSuite during the trial period.
Written by
Justine Burdo
Updated over a week ago
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 for NetSuite template?
Exposing the NetSuite Field ID's in NetSuite.
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite - Security FAQ
Security information on CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Can I Log Into CloudExtend Excel using SSO, TBA, or 2 Factor Authentication?
CENS | Learn how to use TBA for 2FA roles with CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Using a formula to remove the bracketed internal ID of a field
Building a pivot table or report off of your data and don't want to see the [[nnnn]] referenced in the data?
Written by
Chris Corcoran
Updated over a week ago
Can I filter records by fields with no value in CloudExtend Excel for NetSuite?
Filtering fields with no value.
Written by
Justine Burdo
Updated over a week ago
How can I set reorder points by location in CloudExtend Excel for NetSuite?
Setting reorder points by location in CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
How to manage CloudExtend Excel for NetSuite Enterprise Licenses And Administer Users
Logging in and managing CloudExtend Excel for NetSuite Enterprise Users.
Written by
Justine Burdo
Updated over a week ago
Customizing CloudExtend Excel for NetSuite to modify default settings
Learn how to override default settings such as custom batch sizes and treating warnings as errors.
Written by
Justine Burdo
Updated over a week ago
Configuring CloudExtend Excel for NetSuite to treat warnings as errors
Written by
Justine Burdo
Updated over a week ago
Sideload CloudExtend Excel for NetSuite
Side loading CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Does CloudExtend Excel for NetSuite support custom segments?
CENS | Updating Custom Segments Using CloudExtend Excel For NetSuite
Written by
Justine Burdo
Updated over a week ago
How to update 1 row, multiple rows or all rows using CloudExtend Excel for NetSuite
With CloudExtend Excel for NetSuite you can upsert 1 or more rows from Excel back to NetSuite
Written by
Justine Burdo
Updated over a week ago
Can I rename the field names in my CloudExtend Excel for NetSuite table?
Renaming field names in CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Why do I not see all my fields when building a template in CloudExtend Excel for NetSuite?
When building a template in CloudExtend Excel for NetSuite all of the fields are not in the drop down.
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel Add-In Issue for Macs
Update 1/22/19, issue resolved | Learn about an issue with all Microsoft Add-Ins that causes them to stop running when Excel loses focus
Written by
Chris Corcoran
Updated over a week ago
Can I rearrange my fields in a template for CloudExtend Excel for NetSuite?
Rearranging fields in a template for CloudExtend Excel for NetSuite.
Written by
Justine Burdo
Updated over a week ago
Troubleshooting
CloudExtend icon is missing on data tab
CENS | CloudExtend Excel for NetSuite icon has gone missing
Written by
Chris Corcoran
Updated over a week ago
Why am I receiving the error "Invalid login attempt" when trying to update data in CloudExtend Excel for NetSuite?
CENS | NetSuite 2018.2 requires 2 factor authentication for Admin roles which causes invalid login attempt.
Written by
Justine Burdo
Updated over a week ago
How to reset your CloudExtend Excel for NetSuite Token PIN
CENS | Learn how to reset your PIN when using Token Based Authentication
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel Error - You do not have permissions to set a value for element due to one of the following reasons
CENS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Written by
Chris Corcoran
Updated over a week ago
How do I determine whether my office installation is Click-To-Run Or MSI-Based?
Determine which version of Excel you have.
Written by
Justine Burdo
Updated over a week ago
Permission Errors with CloudExtend Excel for NetSuite
CENS | Resolve read-only, associated feature is disabled, and field available either when a record is created or updated but not both errors
Written by
Justine Burdo
Updated over a week ago
Why aren't my custom fields displaying in CloudExtend Excel for NetSuite when trying to build a template?
If you're unable to see custom fields as you create templates don't despair, here's the solution.
Written by
Justine Burdo
Updated over a week ago
Why am I getting a message saying CloudExtend Cannot Continue Under The Current Configuration Of Your System?
Error: CloudExtend Cannot Continue Under The Current Configuration Of Your System
Written by
Justine Burdo
Updated over a week ago
Why am I receiving the following error: Something seems to be wrong. Please retry the operation again?
Error: Something seems to be wrong. Please retry the operation again.
Written by
Justine Burdo
Updated over a week ago
Re-running saved searches with CloudExtend Excel for NetSuite
Product: CloudExtend Excel for NetSuite | How do I rerun my saved search results
Written by
Chris Corcoran
Updated over a week ago
Why am I receiving the following error in CloudExtend Excel for NetSuite? The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Written by
Justine Burdo
Updated over a week ago
Problems with the column order when downloading NetSuite saved searches in raw-data mode
Product: CloudExtend Excel for NetSuite - Learn why column orders in Excel are different than NetSuite search results
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite is not giving me Picklist Values for a field.
Picklist values are not loading for a field.
Written by
Justine Burdo
Updated over a week ago
Why am I seeing the error "Response stream exceeded limit of 5242880 bytes"? Is there a limit on the number of records CloudExtend Excel for NetSuite can upload/download?
Error: Response stream exceeded limit of 5242880 bytes.
Written by
Justine Burdo
Updated over a week ago
Why am I receiving this error “General Exception” Or “Internal Error Occurred” in CloudExtend Excel for NetSuite?
Error: General Exception Or Internal Error Occurred.
Written by
Justine Burdo
Updated over a week ago
After installing CloudExtend Excel For NetSuite the add-in will not load.
Product | CloudExtend Excel for NetSuite | CloudExtend Excel for NetSuite will not load
Written by
Justine Burdo
Updated over a week ago
Recommended Cache & Cookie Settings For CloudExtend Excel for NetSuite
It is recommended that the Cache and Cookie settings are updated as described in this article.
Written by
Justine Burdo
Updated over a week ago
How To Assign Soap Web Services Permission To A Role?
CENS | Soap web services must be enabled for CloudExtend Excel for NetSuite to function properly.
Written by
Justine Burdo
Updated over a week ago
I can no longer log into my Sandbox Account in CloudExtend Excel for NetSuite since the upgrade to 2.0
Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Written by
Justine Burdo
Updated over a week ago
ADD-IN ERROR 'This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try again..
CENS | Learn how to troubleshoot Microsoft add-ins when they won't fully load
Written by
Justine Burdo
Updated over a week ago
When trying to Select a Record Type when building a template you receive the following error, "Invalid Login. Customer access is disabled".
Error Message: Invalid login. Customer access is disabled
Written by
Justine Burdo
Updated over a week ago
Error: We have a problem retrieving Saved Searches from your connected NetSuite Account
Written by
Chris Corcoran
Updated over a week ago
Enabling In Memory Mode for CloudExtend Excel for NetSuite
CENS | Unable to get property 'suspend' of undefined or null reference
Written by
Chris Corcoran
Updated over a week ago
I have access to all fields on the record but still getting an error
CENS | Resolving read-only, associated feature is disabled, field available when record is created or updated issues
Written by
Chris Corcoran
Updated over a week ago
Troubleshoot TBA login Error "Invalid Login Credentials"
CENS | How to resolve "Invalid Login Credentials" when logging into CloudExtend Excel using TBA
Written by
Chris Corcoran
Updated over a week ago
Video Tutorials
Video Tutorials
Useful CloudExtend Excel for NetSuite videos for all users
Written by
Chris Corcoran
Updated over a week ago
Business Use Cases
Create an A/R Aging Report using CloudExtend Excel for NetSuite
CENS | Use CloudExtend Excel to analyze your Accounts Receivable
Written by
Chris Corcoran
Updated over a week ago
Creating, Editing, and Viewing NetSuite Quotes in Excel
CENS | Learn how to present beautiful Excel based quotes to your customers. Plus view/edit/create directly in Excel.
Written by
Chris Corcoran
Updated over a week ago
Learn how to create a bank deposit record in NetSuite
CENS | Learn how to create bank deposits in NetSuite
Written by
Chris Corcoran
Updated over a week ago
Importing Credit Card or Bank Statements into NetSuite as Journal Entries
Learn how to download your credit card statement from the bank and create a corresponding Journal Entry.
Written by
Chris Corcoran
Updated over a week ago
Release Notes
CENS | Release Note of CloudExtend Excel for NetSuite v7.1.8
Nov 5, 2020
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Release Notes : May 27, 2020
CENS | Release Notes for May 27, 2020
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Release Notes : March 3, 2020
CENS | Release Notes for March 3, 2020
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Release Notes 10 Oct 2019
CENS | Oct'19 release notes v2.2.79
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : 19 Aug 2019 Release Notes
CENS | Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : 9 May 2019 Release Notes
CENS | May 2019 Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Release Notes : 25 Apr 2019
CENS | Apr 2019 Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 3 Apr 2019
CENS| Apr 3 2019 Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 18 Mar 2019
CENS| Mar 2019 release notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 14 Feb 2019
CENS | Release notes for 14 Feb 2019 release
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite Release Notes : 31 Jan 2019
CENS | Release Notes for the January 31, 2019 Update
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 10 Jan 2019
CENS | Release Notes for the January 10, 2019 Update
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 12 Dec 2018
CENS | Release Notes for the December 12, 2018 Update
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel for NetSuite : Release Notes 8 Nov 2018
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 10 Sep 2018 Release Notes
Written by
Chris Corcoran
Updated over a week ago
Celigo Excel SmartClient for NetSuite Classic Edition: Release Notes v2.4.6.4 Aug 22 2018
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 7 Aug 2018 Release Notes
See What's new with CloudExtend Excel for NetSuite
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 12 Jun 2018 Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 6 Jun 2018 Release Notes
CloudExtend Excel for NetSuite Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition: 9 May 2018 Release Notes
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition: 17 Apr 2018 Release Notes
See what's new with CloudExtend Excel for NetSuite
Written by
Chris Corcoran
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 16th Jan 2018 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 13 Dec 2017 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 31 Oct 2017 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 27 Sep 2017 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 24/Aug/17 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : 31/Jul/17 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : Jul '17 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : May'17 Release Notes
Written by
Justine Burdo
Updated over a week ago
CloudExtend Excel For NetSuite Personal/Enterprise Edition : Apr'17 Release Notes
Written by
Justine Burdo
Updated over a week ago