For organizations with ExtendInsights for Data Management NetSuite.
This guide walks administrators through the required steps to add and onboard new users to ExtendInsights for Data Management NetSuite.
Use this checklist to ensure new users can install the app, log in successfully, and work with NetSuite data in Excel.
Who Is Required for the Initial Setup?
To complete the setup, the following roles are required. In some organizations, one person may perform multiple roles. These users do not need to complete their steps at the same time.
Subscription Admin
A user with NetSuite admin rights
(Optional). A user with GLOBAL ADMIN rights to your Microsoft 365 environment
📢 CloudExtend Admin Notice: New Subscription Portal
CloudExtend is transitioning to a new subscription management portal.
New and trial customers (as of Nov 3):
Use https://portal.cloudextend.app/
ExtendDocs configuration is only supported in the new subscription portal.Existing customers:
Continue using https://subscriptions.cloudextend.io/ for now.
Prerequisites
Before adding a new user, confirm the following:
The user has an ExtendInsights Data Management license
The user will work in Excel
The user’s NetSuite role will be configured with the required permissions
Core Setup (Required)
The following steps must be completed before users can begin using ExtendInsights.
Step | Who Performs It | Description |
1. Review Excel add-in requirements | Microsoft 365 Admin | Confirm supported Excel versions and deployment approach
|
2. Install CloudExtend NetSuite Bundle | NetSuite Admin | Install CloudExtend Excel Data Management for NetSuite (Bundle ID: 246132) |
3. Review NetSuite prerequisites | NetSuite Admin | Add proper role permissions
|
4. Manage licenses | Subscription Admin | Assign user licenses in the CloudExtend portal
|
5. Install ExtendInsights Excel add-in | End Users or Microsoft Admin | Install the ExtendInsights Excel Data Connector
|
6. Log in and connect to NetSuite | End Users | Log in and select the correct NetSuite role and environment
|
💡 Note: Central Deployment for ExtendInsights
Microsoft supports central deployment of Excel add-ins, which is ideal for Enterprise environments or organizations that restrict AppSource access.
Set Your Users Up for Success
✅ Assist with Installation and Login
Help users:
Install the Excel add-in
Log in with Microsoft 365 or Google Account
Select the correct NetSuite role and environment
✅ Customer Success & Training
Your Customer Success Manager and Training Manager offer free end-user training.
Sessions can be recorded and shared across your organization.
✅ Train and Empower Your Users
To ensure a smooth rollout and high adoption:
Schedule a 1-hr live training session with our Training Specialist and your user group
👉 Book your training session hereShare our End-user training video for quick, self-paced learning.
🎥 Watch the training video (Take the course for ExtendInsights for Excel NetSuite)Encourage users to explore our Help Center resources for deeper product knowledge
Helpful resources to share:
📘Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!
Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Please include your NetSuite Account ID, role name, and screenshots when possible.