CloudExtend Excel for NetSuite

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127 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

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

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 this week

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

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

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

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