For organizations with ExtendInsights Financial Reporting.
This guide walks administrators through the required steps to add and onboard new users to ExtendInsights Financial Reporting Engine.
Use this checklist to ensure new users can install the Excel add-in, log in successfully, and analyze NetSuite data in Excel.
Who Is Required for the Initial Setup?
To complete the setup, the following roles are required. In some organizations, one person may perform multiple roles. These users do not need to complete their steps at the same time.
Subscription Admin
A user with NetSuite admin rights
(Optional) A user with GLOBAL ADMIN rights to the Microsoft 365 environment
Prerequisites
Before adding a new user, confirm the following:
The user has an ExtendInsights license
The user will work in Excel
The user’s NetSuite role will be configured with the required permissions
Review Excel Add-In Requirements
ExtendInsights works with the following Excel environments:
Excel 2019 or later
Excel with a Microsoft 365 subscription (recommended)
Excel Online
📝 Note:
If users cannot install add-ins from Microsoft AppSource, share this guide with your Microsoft 365 Administrator.
Core Setup (Required)
The following steps must be completed before users can begin using ExtendInsights.
Step | Who Performs It | Description | Guide |
1. Configure standard NetSuite prerequisites | NetSuite Admin | Configure the required NetSuite features and baseline role permissions used by all ExtendInsights applications. | |
2. Configure Financial Reporting Engine permissions | NetSuite Admin | Complete the additional NetSuite configuration required for XAVI, including SuiteAnalytics Workbook, accounting preferences, and Financial Reporting Engine role permissions. | |
3. Assign user licenses | Subscription Admin | Assign Financial Reporting Engine licenses in the CloudExtend Portal. | |
4. Install ExtendInsights Excel add-in | End Users or Microsoft Admin | Install the ExtendInsights Excel add-in from Microsoft AppSource or deploy it centrally across your organization. |
|
5. Log in and connect to NetSuite | End Users | Each user opens the add-in in Excel, logs in with their Microsoft 365 account, and selects their NetSuite role and environment |
💡 Note: Central Deployment for ExtendInsights
Microsoft supports central deployment of Excel add-ins, which is ideal for Enterprise environments or organizations that restrict AppSource access.
Set Your Users Up for Success
✅ Assist with Installation and Login
Help users:
Install the Excel add-in
Log in using a Microsoft 365 or Google account
Select the correct NetSuite role and environment
✅ Customer Success & Training
Your Customer Success Manager and Training Manager offer free end-user training.
Sessions can be recorded and shared across your organization.
✅ Train and Empower Your Users
To ensure a smooth rollout and high adoption:
Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Please include your NetSuite Account ID, role name, and screenshots when possible.