We’ll cover why to upgrade, step-by-step instructions, what to check afterwards, best practices, and timelines.
Total time to complete: around 5–10 minutes.
Why we’re upgrading
We are retiring the old add-in and introducing ExtendInsights Excel Data Connector, which offers:
Better performance and reliability
Modern design and easier navigation
New features to manage and build templates faster
Schedule your downloads
Access to additional data sources - NetSuite, Chargebee, Stripe, HubSpot and Google Analytics
Learn more about the upgrade here!
You can continue using the CloudExtend for Salesforce application until August 23, 2025.
After this August 23, 2025, migration will be required to maintain access and functionality.
Migration timeline
Migration begins on July 23, 2025
You can migrate at anytime until August 23, 2025
After August 23, 2025, the legacy application will no longer be functional.
Step-by-step guide
Step 1: Start migration
Open your CloudExtend Excel for Salesforce add-in.
You will see a banner to upgrade.
Click Upgrade and Migrate.
Step 2: Sign in to verify
Sign in with your Microsoft or Google account.
Templates will move under this account. Use the email you plan to keep.
Step 3: Confirm your details
Review your name, business email, and role.
Click Next.
Step 4: Review your templates
You’ll see how many templates were found.
Click Review Templates to check them.
Step 5: Start migration
Before clicking Migrate, take note of the following:
Keep your browser open until migration finishes.
Migration usually takes a few minutes.
Once done, migration is final (no rollback).
After migration, you will install the new add-in.
Once you click the Migrate button,read the terms and confirm. Then, click Start Migration to proceed.
Step 6: Wait while templates migrate
The screen will show Migrating your templates…
Don’t close or refresh your browser.
Step 7: Migration complete
Depending on results:
If all templates migrated, you’ll see a success screen and can install the new add-in.
If some templates need updates, you’ll see details under Attention required.
After the new add-in has been installed the templates will be appearing on the templates list.
Template Migration Behaviour
Templates are migrated with best-effort handling. Here’s how different scenarios are managed in the new application
Missing Objects
If the main object used in a template is unavailable:
If a valid SOQL query can still be generated, the template will migrate with SOQL only.
If not, the template will migrate empty, without fields or filters.
Missing Fields or Filters
If field(s) no longer exist in the latest Salesforce version, those field(s) will be removed, but the rest of the template will migrate.
If a filter references a missing field, only that filter is dropped in migration.
If any one of the filters uses the "OR" operator on a related (child) object,
All filters in that template will be dropped in migration (due to limitations from Salesforce).
Missing Connection in CESF
If the user’s account has no connection available in CESF:
If SOQL can be generated, the template will migrate with it.
Otherwise, it will migrate empty.
Duplicate Template Names
Templates with the same name as existing ones in the new app are not automatically migrated. You will need to rename or manually merge them after migration.
You can fix these directly in the ExtendInsights Excel Data Connector.
License Migration
If a user begins a trial of the new app and is then migrated, the trial license will be automatically replaced with the user’s existing Enterprise license from CESF.
Best practices
Do's
Use the account you plan to keep.
Review and update templates flagged for manual edits.
Keep your browser open during migration.
Don’ts
Refresh or close the page while migrating.
Start migration from multiple browsers.
Change your email during migration.
After Migration: Next steps...
Install the new ExtendInsights Excel Data Connector.
Sign in with the same account you used for migration.
Find your migrated templates under Custom Templates.
Useful resources
Course via Celigo University
Sign up and start learning
Important Reminder
You can migrate anytime from July 23, 2025, until August 23, 2025.
After August 23, the old add-in will be retired, and migration will be required to keep working.
Need help?
Please try searching for your issue at support.cloudextend.io/extendinsights. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 Send an email to cloudextend-support@celigo.com
Please provide as much detail as possible. Screenshots are welcome!
🔵 In the app, click the message icon!
🔵 Click Learn More during migration for additional details.
