Before you can download, analyze, or manage data in ExtendInsights, you must create a connection to your data source.
This article explains how to:
Create a new connection
Connect from different areas of the application
Manage existing connections
Reauthorize expired connections
Work with multiple accounts
Create Your First Connection
You can create a connection from either the Menu or the Home page.
Option 1: From the Menu
Open ExtendInsights.
Go to Menu → Connections → Other Connections.
Select your data source (for example, NetSuite, Salesforce, HubSpot, Stripe, Chargebee, or Google Analytics).
Click Create Connection.
Enter a Connection Name.
If applicable, choose the appropriate environment (such as Production or Sandbox).
Click Authorize.
Sign in to your account and complete the authorization process.
Once authorization is complete, the connection appears in the ExtendInsights panel and is ready to use.
Option 2: From the Home Page
Open ExtendInsights.
Under Data Sources, select the desired data source.
Click Create Template, then Create Connection.
Enter a Connection Name.
If prompted, select the appropriate environment.
Click Authorize.
Sign in to your account.
After authorization completes, the connection becomes available for use.
Note: The sign-in experience varies depending on the data source you are connecting to.
Manage Existing Connections
ExtendInsights allows you to create and manage multiple connections for each supported data source.
This makes it easy to work with:
Multiple accounts
Production and Sandbox environments
Different business units or organizations
Access Connection Management
Open ExtendInsights.
Go to Menu → Connections → Other Connections.
Hover over the connection you want to manage.
Click the ⋮ (three-dot menu).
Choose one of the following options:
Option | Description |
Reauthorize | Reconnects the account if the authorization token has expired. |
Edit | Renames the connection. |
Delete | Removes the connection from ExtendInsights. No data is deleted from the source system. |
Create Connection | Adds another connection for the same or a different account. |
Working with Multiple Connections
ExtendInsights supports multiple connections for each data source.
For example, you can connect to:
Multiple NetSuite accounts
Multiple Salesforce organizations
Multiple HubSpot portals
Production and Sandbox environments (where supported)
Select the appropriate connection before creating templates or performing operations.
Verification
Your connection is configured successfully when:
The connection appears under Connections.
It is listed as the active connection.
Templates and operations for the selected data source become available.
Best Practices
Use descriptive connection names (for example, Production, Sandbox, Finance, or North America).
Reauthorize connections when prompted.
Remove unused connections to keep your workspace organized.
Create separate connections for each environment or account instead of reusing a single connection.
💬 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:
The data source you're connecting to
Whether you're connecting to a Production or Sandbox environment (if applicable)
Any error messages or screenshots