The table loads on the left side of the worksheet.

The ExtendInsights panel provides options to download, upload, refresh, and delete records within Excel.

Reserved for data source field names (hidden by default).

Should not be edited unless you are a power user.

Click on a cell in Row 1 to reveal field names.

Displays error messages encountered when sending data to your data source.

Helps quickly identify and correct issues.

Represents the unique identifier for an object or record type.

A unique alphanumeric value used to manage specific records.

Establish connections to the data source.

Define objects and fields clearly to establish the foundation of your data.

This serves as a guide on how your data, your data source, and Excel will communicate.

Set criteria rules within the app using filter options.

Filtering is based on object, filter type, operator, and values to refine your dataset.

Previewing your data helps validate the template structure before finalizing.

Download the first 50 records when enabled, and the Proceed button is triggered.

If preview is turned off, the table will appear blank until data is fetched.

If preview is turned on, download the first 50 records.

Save your templates in ExtendInsights to avoid repetitive mapping.

If you frequently update similar data, pre-configured templates improve efficiency.

Automate data downloads by scheduling filters or SOQL queries.

Click Assign Schedule > Create to set up automatic syncs.

ExtendInsights enables users to efficiently manage records by performing:
✅ Create, upload, and delete operations.
✅ Filter and download records for streamlined data management.

ExtendInsights recognizes list-type fields in your template.

You can view and select values directly from your data source.

https://www.cloudextend.io/support/

💬 Use in-app chat (bottom-right of the support site)

✉️ Email cloudextend-support@celigo.com