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Version History
Downloads and Documentation
Historical Release Notes
Access previous release notes for versions prior to June, 2025.
Version: 10.0.2 (Nov 2025 Update)
Date: 13th Nov 2025
About this Release
This release Version strengthens ExtendInsights by focusing on AI-assisted data connectivity, reliability, and ease of use. This update introduces major enhancements to the Salesforce integration, including AI-powered SOQL query generation, along with some fixes across data connectors.
By combining natural language intent with data automation, ExtendInsights continues its mission to make Excel the intelligent data workspace for every business user.
What Has Changed in This Release
This release delivers improvements across the product suite, with a spotlight on Salesforce AI capabilities.
Key updates
Enhanced date handling and data consistency across NetSuite Analytics.
Enhancements
Salesforce - SOQL Enhanced with AI
ExtendInsights now enables users to generate Salesforce queries simply by describing what they need in plain English.
Example
User input:
Show me all opportunities created in the last 90 days where the stage is ‘Closed Won’, grouped by sales rep, and include the account name.
AI-Generated SOQL
SELECT OwnerId, Owner.Name, Account.Name, COUNT(Id)
FROM Opportunity
WHERE IsDeleted = false AND StageName = 'Closed Won'
AND CreatedDate = LAST_N_DAYS:90
GROUP BY OwnerId, Owner.Name, Account.Name
Capabilities
Convert plain English prompts into valid, optimized SOQL queries.
Edit, validate, and preview results instantly within Excel.
Save, rename, and schedule AI-generated queries as templates.
Access both manual and AI-assisted query modes in a unified interface.
Schedule queries for automated execution
💡 Notes & Limitations
Supports all standard Salesforce objects and fields for query generation.
Confidence rate: ~70% accuracy.
The prompt box is non-conversational; each response is based solely on the current prompt.
Multilingual support: works with all languages supported by GPT-4.1
AI may make mistakes review generated queries before use.
Support for Custom Object Queries
Custom objects and custom fields are supported in this release.
To generate accurate queries, be sure to use the exact API name of each object or field.
Incorrect or incomplete API names may result in query mismatches.
Enhanced Date Handling
When downloading data to ExtendInsights, it’s essential that the information remains accurate and follows the correct format. ExtendInsights made an enhancement to make sure that date format from NetSuite will be the same when downloaded into Excel.
If the date format in NetSuite has been updated and you’re using saved searches that include date values, the data in your workbook may no longer match the updated format.
To ensure consistency, users must reverify the bundle and redownload data using the latest date format settings.
Version: 10.0.1 (Aug 2025 Update)
About this Release
We are pleased to share the August release updates for ExtendInsights for Excel. This release continues to expand our multi-source data platform, strengthening support not only for NetSuite but also for Salesforce, HubSpot, Chargebee, Stripe, and Google Analytics.
This version introduces new enhancements for NetSuite Analytics and Data Management, an upgraded HubSpot experience, and a series of bug fixes across multiple integrations.
What Has Changed in This Release
Enhancements:
NetSuite Analytics: Filters on Saved Searches
NetSuite Data Management: Template filtering in the Custom Templates screen
HubSpot: Revamped user interface with new data preview feature
Fixes:
NetSuite Data Management: :empty: field clearing in regular upload, Picklist issues
Chargebee & Stripe: Filter inconsistencies
Enhancements
NetSuite Analytics – Add Filters on Saved Searches
The NetSuite Analytics integration now allows filtering of Saved Search reports directly within ExtendInsights. Instead of returning to NetSuite to update filters, users can apply one or many filters natively inside the application.
Availability and Scope
Works inside ExtendInsights → NetSuite → Analytics (Saved Searches).
If a Saved Search is not eligible, the Filter option will be disabled in the three-dot menu.
Prerequisites
You have an active NetSuite connection in ExtendInsights.
You can view the target Saved Search in the Reports tab.
You have permission to view the fields you intend to filter on.
Step-by-Step
Open and check eligibility
Navigate to NetSuite → Analytics → Reports.
Locate your Saved Search and click the three-dot menu.
If the Filter option is available, the search supports filtering.
Apply and save filter
Click Filter to open the filter panel.
Choose a Field, select an Operator, and enter a Value.
Add additional filters if needed (ExtendInsights supports multiple filters per search).
After applying filters, click Save.
Enter a new name (you cannot reuse the original Saved Search name).
Confirm to save. The new version will appear in Reports with a Custom tag.
Manage and use Custom searches
Use the filter icon in the Reports tab to toggle between Standard and Custom searches.
Connection-level filters continue to apply to both Standard and Custom searches.
You can rename a Custom search from its three-dot menu.
Schedule Saved Searches (Optional)
Custom searches can be scheduled the same way as Standard searches.
Learn more on how to manage schedules here.
Notes & Limitations
ExtendInsights currently uses the 2024.2 version of NetSuite WSDL. Because of this:
Some Saved Search types do not support additional filters
For those that do support filters, the filter option is enabled
The available fields for filtering may differ from what you see inside NetSuite directly.
Supported fields and operators are fully governed by NetSuite’s API and may not always match your Saved Search definition.
Original Saved Searches remain unchanged; saving creates a Custom variant inside ExtendInsights.
NetSuite Data Management – Filter Organizational Templates
Users can now filter Organizational Templates in the Custom Templates screen. The filter icon is available to separate organizational templates from user-created custom templates, giving better control and visibility.
💡 Note:
Templates can be stored and reused across different workbooks or sheets. ExtendInsights also allows you to update templates so they align with your NetSuite input form. See here to learn more.
HubSpot – Updated User Interface
The HubSpot integration has been redesigned for consistency and usability. The refreshed interface now matches the look and feel of Salesforce, Chargebee, and Stripe, making navigation easier and more intuitive.
Key Improvements:
Modernized and consistent UI across data sources.
Unified experience for Connection Management, Template Management, Scheduling, and Downloads.
New Feature: Users can now preview HubSpot data before download, a capability previously unavailable.
Home Screen | Template Management Screen |
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Deprecations & Removals
No deprecations or removals are included in this release.
Fixed Issues
NetSuite Data Management
:empty:Field Clearing:
The issue where:empty:values in Excel cells did not clear the field in regular upload has been fixed. The behaviour is now consistent across both regular and background uploads.Picklist Type and Tab Resolution:
An issue preventing picklists from auto-resolving using type and tab has been corrected. Picklists now function as expected.
Chargebee & Stripe
Filter Issues:
Filters for Chargebee and Stripe were not working as expected in certain cases. This has been resolved, and filters now apply correctly across all supported fields.
Version: 9.2.6 (June 2025 Update)
Date: 28th June 2025
About this Release
This release marks a major milestone in extending CloudExtend’s capabilities beyond NetSuite. It introduces connectivity to additional market-leading data sources and delivers a refreshed user experience designed to simplify how users work with data inside Excel.
What Has Changed in This Release
Added support for five new data sources, along with NetSuite:
Salesforce (CRM),
Google Analytics (Insights),
Chargebee (Subscriptions),
Stripe (Payments), and
HubSpot (Marketing)
Refreshed and modernized user interface to make navigation more intuitive and consistent.
Existing NetSuite users can instantly access these updates by simply refreshing the Add‑in — no separate installation required.
Enhancements
Multi‑source data connectivity – Seamlessly bring data from Salesforce, Google Analytics, Chargebee, Stripe, and HubSpot into Excel alongside NetSuite data.
Enhanced Salesforce integration – Supports comprehensive data operations including Download, Upload, Refresh, and Delete, making it easier to manage and sync Salesforce data directly from Excel.
Refreshed user experience – Redesigned interface and optimized workflows to simplify navigation, reduce complexity, and enhance overall ease of use.
Note: NetSuite core features remain unchanged in this release, except for improvements to template management.
NetSuite Paycheck Journal update – Users can now access and work with paycheck journal records directly in Excel.
Deprecations & Removals
No deprecations or removals in this release.