CloudExtend

This article walks you through installing the ExtendInsights Excel applications for NetSuite.

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🎥 Install the ExtendInsights Excel Add-In

You can watch the short installation video or follow the steps below. Please note there are two CloudExtend Excel Add-Ins available. Be sure to choose the one you have licensed or are trialing.

Confirm you are signed in to your Microsoft 365 account (Your name should appear in the top-right corner of Excel.)

- Open Excel
- Confirm you are signed in to your Microsoft 365 account (Your name should appear in the top-right corner of Excel.)

Step 2: Install the ExtendInsights Add-In

Click Add-ins, then select Get Add-ins.

Install ExtendInsights Excel Data Connector or ExtendInsights Financial Reporting (or both if you have licensed both apps)

1. Click Home in Excel.
2. Click Add-ins, then select Get Add-ins.
3. Search for ExtendInsights.
4. Install ExtendInsights Excel Data Connector or ExtendInsights Financial Reporting (or both if you have licensed both apps)

Once installed, the ExtendInsights task pane will be available in Excel under the Data tab.

After installation, open the ExtendInsights task pane in the Data tab and sign in.

📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6516044-end-user-logging-into-extendinsights-for-data-management-netsuite">Log in instructions for Data Management</a>

📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9061862-end-user-logging-into-extendinsights-for-analytics-netsuite" rel="nofollow noopener noreferrer" target="_blank">Log in Instructions for Analytics</a>

- 📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6516044-end-user-logging-into-extendinsights-for-data-management-netsuite">Log in instructions for Data Management</a>
- 📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9061862-end-user-logging-into-extendinsights-for-analytics-netsuite" rel="nofollow noopener noreferrer" target="_blank">Log in Instructions for Analytics</a>

If your organization has subscribed to all ExtendInsights feature sets, you have access to:

- Create and edit NetSuite records directly in Excel

- Run NetSuite Saved Searches from Excel
- Refresh data on demand or on a schedule

- Live NetSuite data in Excel via Excel XAVI formulas

- Data Management features
 - Create and edit NetSuite records directly in Excel
- Analytics features
 - Run NetSuite Saved Searches from Excel
 - Refresh data on demand or on a schedule
- Financial Reporting
 - Live NetSuite data in Excel via Excel XAVI formulas

Each Data Management and Analytics feature set appears in its own Excel task pane, but they are installed using the same Excel add-in.

The Financial Reporting features require a separate add-in.

➡️ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/8156523-working-with-analytics-and-data-management-how-to-make-the-best-of-both">How to use Analytics and Data Management together</a>

After installing ExtendInsights, explore the following resources to get up to speed:

ExtendInsights for Data Management NetSuite

📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4973196-find-all-your-important-extendinsights-for-data-management-netsuite-resources-in-1-place-here">Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!</a>

📗 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/5636159-business-use-cases">NetSuite Real Life Examples</a>

- 📘<a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4973196-find-all-your-important-extendinsights-for-data-management-netsuite-resources-in-1-place-here">Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!</a>
- 📗 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/5636159-business-use-cases">NetSuite Real Life Examples</a>

ExtendInsights for Analytics NetSuite

📘 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/5167721-find-all-your-important-extendinsights-analytics-resources-in-1-place-here">Find all your important ExtendInsights Analytics Resources in 1 place here!</a>

📗 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/6206349-sample-use-cases">ExtendInsights for Analytics NetSuite Sample Use Cases</a>

- 📘 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/5167721-find-all-your-important-extendinsights-analytics-resources-in-1-place-here">Find all your important ExtendInsights Analytics Resources in 1 place here!</a>
- 📗 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/6206349-sample-use-cases">ExtendInsights for Analytics NetSuite Sample Use Cases</a>

ExtendInsights Financial Reporting NetSuite

📘 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/19454002-financial-reporting">Find all your important ExtendInsights Financial Reporting Resources in 1 place here!</a>

- 📘 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/19454002-financial-reporting">Find all your important ExtendInsights Financial Reporting Resources in 1 place here!</a>

These guides cover common workflows, tips, and best practices.

If you run into issues during installation or login:

🔍 Search the Help Center at <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>

💬 Use the in-app chat (bottom-right of the support site)

✉️ Email <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

- 🔍 Search the Help Center at <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>
- 💬 Use the in-app chat (bottom-right of the support site)
- ✉️ Email <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

📎 Please include as much detail as possible. Screenshots are always helpful.

ExtendInsights Excel Apps | Install ExtendInsights for NetSuite

Installing ExtendInsights Excel Applications (NetSuite Editions)

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Installing ExtendInsights Excel Applications (NetSuite Editions)

🎥 Install the ExtendInsights Excel Add-In

Step 1: Before You Start

Step 2: Install the ExtendInsights Add-In

Step 3: Log in to ExtendInsights

What You Get with ExtendInsights

Get Started with ExtendInsights

ExtendInsights for Data Management NetSuite

ExtendInsights for Analytics NetSuite

ExtendInsights Financial Reporting NetSuite

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