CloudExtend

ExtendInsights Apps | Find the correct installation and setup guide

Choose the Right ExtendInsights Setup for your Organization

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

One Excel App for Excel: Overview

ExtendInsights Excel Apps | Install ExtendInsights for NetSuite

Installing ExtendInsights Excel Applications (NetSuite Editions)

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

Deploy & Install ExtendInsights

ExtendInsights Excel 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

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

Admin: Uninstall the CloudExtend SuiteApp and Bundle from NetSuite

For NetSuite, Subscription, and Microsoft 365 administrators

Administrator Guides

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

AR Aging using ExtendInsights for Excel Apps NetSuite

ExtendInsights Excel 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 Excel 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

ExtendInsights Excel Apps | Learn how to troubleshoot when prompted "You are not authorized to perform this" error message upon login

Error: You are not authorized to perform this

Resolve common installation and sign-in issues

Troubleshooting

Admin Portal

Webinar Replays

Main Support Page

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Create your workspace and invite the people you work with.

Set up your account

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.

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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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