ExtendInsights combines multiple Excel capabilities into a single Microsoft Excel add-in, allowing you to connect to multiple business systems without installing separate applications.
Whether you're building reports, automating data refreshes, or updating business records, everything is available from one unified Excel experience.
One Excel Add-in, Multiple Capabilities
ExtendInsights helps you work with business data directly in Excel by providing tools to:
Download live data from connected systems
Create, update, and delete records (where supported)
Automate scheduled data refreshes
Build dashboards, PivotTables, and reports
Connect workbooks to Power Query and Power BI
Work with multiple accounts and data sources from one interface
Instead of switching between different Excel add-ins, you can manage everything from the ExtendInsights pane.
Supported Data Sources
ExtendInsights supports multiple business applications through a single Excel add-in.
Data Source | Create / Update / Delete Records | Download Data & Scheduling |
NetSuite | ✅ | ✅ |
Salesforce | ✅ | ✅ |
HubSpot | ✅ | ✅ |
Google Analytics | — | ✅ |
Stripe | — | ✅ |
Chargebee | — | ✅ |
Note: Support for creating, updating, and deleting records depends on the capabilities provided for each data source.
Read & Write vs. Download-Only
Not every connected system supports the same operations.
Data Management (Read & Write)
The following data sources support both downloading data and writing changes back from Excel:
NetSuite
Salesforce
HubSpot
Depending on the selected object, you can:
Create records
Update records
Delete records
Refresh data
Analytics (Download-Only)
The following data sources provide read-only access for reporting and analysis:
Google Analytics
Stripe
Chargebee
These connectors allow you to:
Download data into Excel
Filter and analyze information
Build dashboards and reports
Creating, updating, or deleting records is not supported for these data sources.
One Consistent Experience
Regardless of which data source you connect to, you'll use the same ExtendInsights interface to:
Create and manage connections
Build templates
Configure fields and filters
Schedule automatic refreshes
Manage multiple accounts
This consistent experience makes it easy to switch between business systems without learning different tools.
What's Next?
Ready to get started?
If your data source supports Data Management, create, update, or delete records directly from Excel.
Explore user guides to learn more about each supported data source.