ExtendInsights for Data Management lets you create, update, refresh, and delete NetSuite records directly from Microsoft Excel without relying on the NetSuite UI or CSV imports.

Work with live NetSuite data in a familiar spreadsheet while ExtendInsights securely validates your changes and communicates with NetSuite in real time.

What Can You Do?

With ExtendInsights, you can:

Create, update, refresh, and delete NetSuite records in Excel
Import and export NetSuite data without CSV files
Search and filter NetSuite records directly from Excel
Validate data before uploading to reduce errors
Process large updates in the background with asynchronous uploads
Work within NetSuite's native role-based permissions and security model

➡️ Install ExtendInsights

➡️ What's New? View the latest release highlights and product updates.

Key Features

Watch the video below!

💨 Making bulk data management fun and fast

Many bulk data management tools work with popular cloud services. The majority of them support Microsoft Excel in some form. But, all of them only do two things at the most: bring data into Excel and push that data back to the cloud. Everything in between is left to the user to work out on their own. This is where ExtendInsights Excel is different: Not only does it make data import and export a breeze, it makes working with the data in Excel a treat.

One example is our Auto-Complete feature.

Our customers love the fact that they don’t need to remember or look up IDs from their cloud service when they need to set values in a reference (aka picklist) field. All they need to remember is part of the name that they are trying to reference. Type that into the cell in Excel and tab out. ExtendInsights Excel will find the right value from among all the possible values and fill it in. If there’s no match, the user receives a visual warning in the cell. The feature is backed by some complex caching and disambiguation logic to ensure minimal disruption to the user’s workflow.

📋 Smart Excel Experience

Work with NetSuite data using familiar Excel tools, while ExtendInsights provides:

Auto-complete for NetSuite reference fields (picklists)
Real-time validation and error feedback
Guided data entry with fewer manual lookups

🔄 Unified Excel Experience

Access Analytics and Data Management from a single Excel add-in.
Switch between applications without reinstalling or changing add-ins.

🔐 Flexible Sign-In

Sign in using your Microsoft or Google account.
Securely connect to your licensed NetSuite environments.

🌐 Multiple NetSuite Connections

Connect to multiple NetSuite accounts without signing out.
Switch roles and accounts quickly.
Assign friendly names to your connections for easier management.

👥 Federated Identity

Your Microsoft or Google account is linked to your ExtendInsights license, providing a consistent sign-in experience across supported applications.

⚡ Background Uploads

Large uploads run asynchronously, allowing processing to continue even after Excel is closed.

📦 Broad NetSuite Support

Manage a wide range of NetSuite record types, including standard and many custom records.

Why Use ExtendInsights Data Management for NetSuite?

Instead of manually editing records in NetSuite or preparing CSV imports, your team can manage data directly in Excel, reducing manual effort, improving accuracy, and increasing productivity.

Trusted by NetSuite Leadership

Perhaps the product’s most profound validation came from Evan Goldberg, Founder and CTO of NetSuite, who posted this on the NetSuite User Forum:

“ExtendInsights for Data Management NetSuite (formerly,CloudExtend Excel for NetSuite) is a great product, I encourage everyone to have it available for at least some of their users.”