Welcome to ExtendInsights for Data Management NetSuite. We're glad to have you on board. We've created this short guide to help streamline your setup.
Who is required for the initial setup?
Doing the steps below we need three individuals from your organization. For some companies, this may be the same person. The users do not need to be present at the same time but they will each be required to perform an action.
The admin assigned to login to subscriptions.cloudextend.io
A user with NetSuite admin rights
(Optional) A user with GLOBAL ADMIN rights to your Microsoft 365 environment
Review Excel Add-In Requirement
Review Excel Add-In Requirement
It's fine to go ahead and install ExtendInsights now but before actually using it be sure that you meet the prerequisites.
Excel 2019 or higher (preferably a Microsoft 365 subscription)
Excel Online
📝 Note: If you don't have permission to install Add-Ins from the Microsoft AppSource share this article with your Microsoft 365 Administrator.
Install CloudExtend Bundle
Install CloudExtend Bundle
CloudExtend Excel Data Management for NetSuite bundle (ID: 246132) is now available publicly for all NetSuite users and can be installed in your accounts from here (requires NetSuite Admin).
NetSuite Prerequisites
NetSuite Prerequisites
It is important to know the roles of users in NetSuite that need to be updated for ExtendInsights to work.
Company-Wide Setting
NetSuite Administrators need to enable:
SOAP Web Services
Token-Based Authentication
Step 1: In NetSuite, set the configuration globally by navigating to Setup> Company> Enable Features.
Step 2: Go to the SuiteCloud tab then enable checkboxes for SOAP Web Services under the SuiteTalk Section and Token-Based Authentication under Management Authentication.
End-User Settings
NetSuite Administrator's checklist for end-user configuration:
Step 1: Ensure that the role is not set to a Web Services Only role
In NetSuite, go to Setup > Users/Roles > Manage Roles. Validate if the Web Service Only Role is OFF.
Step 2: User roles have the necessary permissions for each record type the user will be working with
The following permissions are enabled on any roles that will be logging in and using ExtendInsights.
In NetSuite, go to Setup > Users/Roles > Manage Roles then choose the role to update:
SOAP Web Services
User Access Tokens
SAML Single Sign-On
ONLY if your company uses Single Sign-On, ie OKTA, OneLogin, etc.
If you enable SSO and do not actually use SSO, users will NOT be able to login to NetSuite until you remove it.
Allow JS/HTML uploads
if your user will need to upload .js and .htm files
Log in using Access Tokens
Additional permission for User Access Tokens
Permissions > Setup Tab
Step 3: Add custom field permissions to each role, if you have custom fields to be mapped.
Manage Licenses in the ExtendInsights Portal
Manage Licenses in the ExtendInsights Portal
Subscription Admins can log into https://subscriptions.cloudextend.io with their Microsoft account to start managing end-user licenses and assign other administrators.
If users have different email addresses for NetSuite and Microsoft/Google, the admin must update the email in the license section of ExtendInsights by replacing the NetSuite email with the Microsoft/Google email.
To begin managing your CloudExtend Excel for NetSuite licenses please follow the steps below:
Full article link here.
ExtendInsights Installation Steps
ExtendInsights Installation Steps
Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps.
Central Deployment Guide for Microsoft Admin
Users will then receive an email within 30-60 minutes with instructions on installing the add-in and more.
Whitelist the celigo.com domain
Whitelist the celigo.com domain
In order to ensure all users receive this email along with any other important communication from us, it is important to whitelist the celigo.com domain otherwise there is a chance it can go to their spam folder. Learn how here.
Set your users up for success by reviewing and sharing articles
Set your users up for success by reviewing and sharing articles
After you've installed ExtendInsights for Data Management NetSuite you'll want to make sure your users have the tools for success.
✅ Assist them with installation and login
Inform them about the new app, and provide guidance on installing, logging in, and selecting the correct role and NetSuite environment to connect with.
✅ Your Customer Success Manager
Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.
✅ Share Support Site With End Users And Save Time Answering Questions Later
Your org may subscribe to one or more of our ExtendInsights Apps. Be sure to share our Getting Started Guide and FAQs built just for them.
Celigo University (Choose the CloudExtend Data Management Course)
Next Steps
Next Steps
Meet with the CloudExtend team to get set up for success.
Schedule a 60-minute training session with your Solution Consultant and your users by using the meeting link here.
How to create Usage metrics.
Need Help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 In the app, go to your template screen and click the message icon!
🔵 We have an in-app messaging feature for any user to reach out to get support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
Please provide as much detail as possible. Screenshots are welcome!