Welcome! 🎉

Here you’ll find everything you need to set up, use, and master ExtendInsights Data Management for NetSuite, all in one place.

Administrators: Begin with the Admin Setup Guide to install the NetSuite bundle, configure permissions, and deploy the Excel add-in.

End users: If setup is already complete, begin with the Getting Started Guide to learn how to create templates and manage NetSuite records from Excel.

Use these guides to install, configure, and manage ExtendInsights Data Management.

📕 Complete ExtendInsights Data Management for NetSuite Setup Guide

📕 Add New Users to ExtendInsights Data Management

Use these resources when you need help with a specific setup or configuration step.

📌 Install the ExtendInsights NetSuite Bundle

📌 Deploy ExtendInsights to Multiple Users with Microsoft 365

📌 Manage ExtendInsights Licenses and Administrators

📌 Configure NetSuite Login Permissions for ExtendInsights Users

📌 Customize ExtendInsights Default Settings

📌 Maximize ExtendInsights Performance

📌 Go-Live Checklist and End-User Guidelines

📌 Track ExtendInsights Data Management Usage

Use these guides to complete the most common ExtendInsights Data Management tasks.

📍 Getting Started with ExtendInsights Data Management
Learn how to get started and manage NetSuite records from Excel.

📍 Update One Row, Selected Rows, or All Rows
Choose which worksheet rows to update and send the changes to NetSuite.

📍 Share ExtendInsights Templates
Share standardized templates so other users do not need to rebuild them.

📍 Use Real-Time or Background Upload
Choose the appropriate upload method based on the size and complexity of your dataset.

📍 Best Practices for ExtendInsights Data Management
Follow recommendations for templates, data validation, uploads, performance, and team processes.

📍 Explore Real-Life Business Use Cases
See practical examples of managing NetSuite data in Excel.

Build your ExtendInsights skills with guided, self-paced resources.

📍 End-user getting started guide

📍 CloudExtend Training Made Easy – Dive In at Your Own Pace

✅ Submit and Vote for CloudExtend Feature Requests

✅ Whitelist the Celigo.com Domain

Can’t find what you’re looking for? We’re here to help!

📘 Learn How to Get Support

💬 Chat with us: Use the in-app messenger inside ExtendInsights or in the bottom-right corner of the support site.

✉️ Email us: cloudextend-support@celigo.com

Useful additions to the Core Data Management Guides section, if dedicated articles are available, would be:

These are the main everyday workflows that are currently less visible in the resource hub.