CloudExtend

ExtendInsights Apps | Find the correct installation and setup guide

Admin: Choose the Right ExtendInsights Setup for your Organization

ExtendInsights Apps | Understand how ExtendInsights combines multiple apps into one Excel experience

One Excel App for Excel: Overview

ExtendInsights Apps | Install ExtendInsights for NetSuite

Installing ExtendInsights Excel Applications (NetSuite Editions)

ExtendInsights Apps | Supported Microsoft Excel and Microsoft 365 platforms

Overview: Supported Excel Versions for ExtendInsights

Everything you need to deploy, configure, and start using ExtendInsights for NetSuite

Deploy & Install ExtendInsights

ExtendInsights Apps | How to set up ExtendInsights for NetSuite

Admin: ExtendInsights for NetSuite Setup Guide (Excel Data Management and Analytics Apps)

ExtendInsights Apps | Configure the required NetSuite settings before users connect

Admin: Configure NetSuite Prerequisites for ExtendInsights

ExtendInsights Apps | Install and manage the bundle for NetSuite

Admin: Installing the NetSuite bundle for ExtendInsights

ExtendInsights Apps | How Admins can install ExtendInsights Apps for multiple users at once

Admin: ExtendInsights for NetSuite can be installed by your Microsoft 365 Admin

ExtendInsights App | Step-by-step guide for NetSuite administrators to fully remove CloudExtend from your account.

Admin: Uninstall the CloudExtend SuiteApp and Bundle from NetSuite

ExtendInsights Apps | Update add-ins for your organization

Admin: Redeploy ExtendInsights Excel Add-ins from the Microsoft 365 Admin Center

For NetSuite, Subscription, and Microsoft 365 administrators

Administrator Guides

ExtendInsights Apps | Generate, manage, and refresh AR aging reports in Excel

AR Aging using ExtendInsights for Excel Apps NetSuite

ExtendInsights Apps | Clean up data and upload cash sales and journal entries from Excel

Quick Data Clean-Up and Journal Entry Upload using ExtendInsights Excel Apps

ExtendInsights Apps | Use Analytics and Data Management together for end-to-end NetSuite workflows

Working with Analytics and Data Management: How to make the best of both

See how Analytics and Data Management work together

Learn Common Workflows

Admin Portal

Webinar Replays

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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