Prerequisites

It's fine to go ahead and install ExtendInsights now but before actually using it be sure that you meet the prerequisites.

📝 Note: If you don't have permission to install Add-Ins from the Microsoft AppSource share this article with your Microsoft 365 Administrator.

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:

Step 3: Add custom field permissions to each role, if you have custom fields to be mapped.

Subscription Admins can log into https://subscriptions.cloudextend.io with their Microsoft account to start managing end-user licenses and assign other administrators.

To begin managing your CloudExtend Excel for NetSuite licenses please follow the steps below:

Full article link here.

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.

Custom NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. One step you can try is to switch to a different NetSuite role to see if the custom fields display. If none of your roles display the custom fields, then share this article with your NetSuite Admin and ask them to grant your role the required permissions.

Step 1: Edit the role assigned to you (Setup > Users/Roles > Manage Roles) then under Permissions > Setup. Ensure that EDIT (lowest setting) permissions are set for the records and roles you are working with. Typically the following are added.

Under Setup Tab

Custom Body Fields

Custom Column Fields

Custom Entity Fields

Custom Fields
Custom Item fields

Custom Lists
Custom Record Types
Custom Sublist fields
Custom Sublists fields
Custom Transaction Fields

Custom Item Number (optional, only if you need it for Item number custom fields)

​Under List Tab

Custom Record Entries

Under Custom Record Tab

This is only applicable if you are adding custom segments.

See full guide here.
​

After you've installed ExtendInsights for Data Management NetSuite you'll want to make sure your users have the tools for success.

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 and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.

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.