For organizations with ExtendInsights for Analytics NetSuite.

For organizations using ExtendInsights Analytics for NetSuite.

This guide walks administrators through the required steps to add and onboard new users to ExtendInsights Analytics for NetSuite.

Use this checklist to ensure new users can install the Excel add-in, log in successfully, and analyze 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 the Microsoft 365 environment

Prerequisites

Before adding a new user, confirm the following:

The user has an ExtendInsights Analytics license
The user will work in Excel
The user’s NetSuite role will be configured with the required permissions

Review Excel Add-In Requirements

ExtendInsights works with the following Excel environments:

Excel 2019 or later
Excel with a Microsoft 365 subscription (recommended)
Excel Online
In order to use the scheduling component, the file must be saved on OneDrive for Business or SharePoint.

📝 Note:
If users cannot install add-ins from Microsoft AppSource, share this guide with your Microsoft 365 Administrator.

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 📘 Review add-in requirements
3. Review NetSuite prerequisites	NetSuite Admin	Add proper role permissions 📘 NetSuite Prerequisites
4. Manage licenses	Subscription Admin	Assign user licenses in the CloudExtend portal 📘 Assign licenses to users
5. Install ExtendInsights Excel add-in	End Users or Microsoft Admin	Install the ExtendInsights Excel Data Connector 📘 Install ExtendInsights
6. Log in and connect to NetSuite	End Users	Log in and select the correct NetSuite role and environment 📘 Log in instructions for Analytics

💡 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.

➡️ Central Deployment Guide for Microsoft Admins

NetSuite Prerequisites

The following steps must be completed by a NetSuite Administrator.

Step 1: Verify the Role Is Not “Web Services Only”

Go to Setup > Users/Roles > Manage Roles.
Validate if the Web Service Only Role is OFF.

Step 2: General Permissions to be set per Role

Your NetSuite Admin must configure the following permissions for the roles you plan to use when logging in through CloudExtend.
In NetSuite, go to Setup → Users/Roles → Manage Roles, then select the role to update.

Permissions > Setup Tab

Permission	Level	Details / Purpose
SOAP Web Services	Full	Required for API communication between CloudExtend and NetSuite.
User Access Tokens	Full	Required to generate tokens automatically during login.
SAML Single Sign-On	Full	Enable only if your company uses SSO (Okta, OneLogin, Microsoft Entra ID, etc.). ⚠️ Do not enable if SSO is not in use. Users will be unable to log in until removed.
Allow JS/HTML Uploads	Full	Required for users uploading `.js` or `.htm` files.
Log in using Access Tokens	Full	Adds additional token authentication capability.

Permissions > Lists

These permissions are required for ExtendInsights Analytics to access and run saved searches.

Permission	Level	Details / Purpose
Persist Search	Create access level	Enables the search to run in the background for up to 3 hours, which is essential for preventing timeouts on large data exports.
Perform Search	View access level (minimum)	This permission is the baseline requirement to run any search, ensuring the user has authorized access to the record types being exported.

Set Your Users Up for Success

✅ Assist with Installation and Login

Help users:

Install the Excel add-in
Log in using a 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-hour live training session with our Training Specialist and your user group
Share 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 Help Center resources for deeper product knowledge

Helpful resources to share: