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Admin: Installing the NetSuite bundle for ExtendInsights

ExtendInsights Apps | Install and manage the bundle for NetSuite

Overview

The Celigo CloudExtend Excel for NetSuite bundle must be installed in your NetSuite account before you can use ExtendInsights.

This is the bundle used by ExtendInsights Data Management, Analytics, and Financial Reporting Engine, so you only need to install it once.

Bundle installation is typically performed by a NetSuite Administrator.


Bundle Details

  • Bundle Name: Celigo CloudExtend Excel for NetSuite

  • Bundle ID: 246132


Video Walkthrough

Watch the video or follow the steps below.


How to Install the Bundle

  1. Log in to NetSuite using an Administrator role

  2. Open the SuiteBundle installation page using the direct link

    • Bundle ID: 246132

  3. Review the bundle details

  4. Click Install

  5. Confirm the installation when prompted

  6. Wait for NetSuite to complete the bundle installation

šŸ“ Notes

  • Installation time varies depending on account size

  • You do not need to customize or configure the bundle after installation

  • This bundle supports:


App Customization and Custom Records

This bundle also includes custom record and field definitions that allow administrators to customize ExtendInsights behavior.

These custom records control default settings such as:

  • Feature configuration

  • Application behavior

  • Environment-specific options

šŸ’” Admin Note:
You can modify these custom records to tailor ExtendInsights to your organization’s needs without modifying the Excel add-in.


What Happens After Installation?

After the bundle is installed:

  • ExtendInsights can authenticate and interact with NetSuite

  • ExtendInsights features become available in Excel

  • Admins can configure advanced settings using the bundled custom records


Next Steps

After installing the bundle, complete the remaining setup steps:

  • Configure NetSuite role permissions

  • Assign ExtendInsights licenses to users

  • Install the ExtendInsights Excel add-in

  • Verify users can log in and access ExtendInsights


Need Help?

Visit https://www.cloudextend.io/support/ to search for related articles and troubleshooting guides.

If you still need assistance:

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