If you work with multiple NetSuite environments (Production and Sandbox) or have more than one NetSuite role, ExtendSync makes it easy to add and switch between connections without logging out.
This guide shows you how to:
Add a new NetSuite connection
Switch between connections and roles
Understand which environment you’re in at a glance
🔑 When You’d Use Multiple Connections
You may need more than one connection if:
You work in both Production and Sandbox
You test changes in Sandbox before using them in Production
You have different roles (e.g., Sales Rep, Manager, Admin) and switch between them
You support multiple NetSuite accounts (e.g., for subsidiaries or demos)
ExtendInsights lets you configure these once and then switch with just a couple of clicks.
Steps to Add/Switch Connections
In Excel, open the ExtendInsights panel.
Click the Menu (≡).
Select Connections and NetSuite Connections.
Here you’ll see your current connection and any others you’ve already added.
Step 2: Add a New Connection
In the Connections screen, click Add.
Enter your NetSuite Account ID.
Click Connect to NetSuite.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 3: Authenticate & Choose Role
When prompted, enter your NetSuite credentials (if required).
Choose the NetSuite role you want to use for this connection.
Click Allow to grant ExtendSync access for this account + role.
This creates a saved connection that you can reuse later without re-entering details (unless credentials change).
Step 4: Confirm the New Connection
Once the connection is added:
You’ll be prompted to confirm; click Yes.
The new connection will now appear in your Connections list.
You can now switch between:
Different environments (e.g., Production vs Sandbox)
Different roles in the same account
Without logging out of the app or redoing the login flow each time.
Switching Between Connections
You do not need to sign out to change environments or roles.
To switch:
Go to Menu → Connections → NetSuite Connection
Hover over the name of your preferred connection.
Click the three dots.
Click on Set Active.
ExtendInsights will switch context to that account/role
Environment Color Indicators
ExtendSync uses panel colors to show which environment you’re currently connected to:
🔵 Blue – Production or Test Drive
🟢 Green – Sandbox
Always double-check the color before attaching important emails or files.
Need Help?
If updates don’t behave as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and screenshots if possible.