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Admin: Installing the Excel bundle for ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | Install and manage the CloudExtend Excel bundle for NetSuite

Updated this week

Overview

The ExtendInsights for Data Management NetSuite bundle must be installed in your NetSuite account before you can use the Data Management app.

This is the same bundle used by ExtendInsights Analytics, so you only need to install it once, even if your organization uses both products.

Bundle installation is typically performed by a NetSuite Administrator.


Bundle Details

  • Bundle Name: Celigo CloudExtend Excel for NetSuite

  • Bundle ID: 246132


Video Walkthrough

Watch the video or follow the steps below.


How to Install the Bundle

  1. Log in to NetSuite using an Administrator role

  2. Open the SuiteBundle installation page using the direct link

    • Bundle ID: 246132

  3. Review the bundle details

  4. Click Install

  5. Confirm the installation when prompted

  6. Wait for NetSuite to complete the bundle installation

📝 Notes

  • Installation time varies depending on account size

  • You do not need to customize or configure the bundle after installation

  • This bundle supports:

    • ExtendInsights Data Management for NetSuite

    • ExtendInsights Analytics for NetSuite


App Customization and Custom Records

This bundle also includes custom record and field definitions that allow administrators to customize ExtendInsights behavior.

These custom records control default settings such as:

  • Feature configuration

  • Application behavior

  • Environment-specific options

💡 Admin Note:
You can modify these custom records to tailor ExtendInsights to your organization’s needs without modifying the Excel add-in.


What Happens After Installation?

After the bundle is installed:

  • ExtendInsights can authenticate and interact with NetSuite

  • Data Management features become available in Excel

  • Analytics features (if licensed) are also enabled

  • Admins can configure advanced settings using the bundled custom records


Next Steps

After installing the bundle, complete the remaining setup steps:

  • Configure NetSuite role permissions

  • Assign ExtendInsights licenses to users

  • Install the ExtendInsights Excel add-in

  • Verify users can log in and access Data Management


Need Help?

Visit https://www.cloudextend.io/support/ to search for related articles and troubleshooting guides.

If you still need assistance:

Please include screenshots or error details when possible to help us assist you quickly.

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