CloudExtend

Welcome! 🎉 Here you’ll find everything you need to get started, roll out, and master ExtendInsights for Data Management NetSuite — all in one place.

If you’re new to ExtendInsights for Data Management, begin with the Admin Setup Guide below to install the NetSuite bundle, configure permissions, and deploy the Excel add-in.

Once setup is complete, explore the end-user guides and training resources to help your team work efficiently in Excel.

💡 Tip: Bookmark this page — it’s your quick-access hub for all ExtendInsights Data Management resources.

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📕 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/4593388-admin-extendinsights-for-data-management-netsuite-setup-guide-enterprise">Complete ExtendInsights for Data Management NetSuite Setup Guide</a>

📕 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/9558013-admin-add-new-users-to-extendinsights-for-data-management-netsuite">Add New Users to ExtendInsights for Data Management NetSuite</a>

Use these when you need help with a specific setup step:

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/2205707-admin-extendinsights-for-data-management-netsuite-bundle">Install the ExtendInsights NetSuite Bundle</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/1870145-admin-extendinsights-for-data-management-netsuite-can-be-installed-by-your-microsoft-365-admin">Microsoft 365 Admin: Install ExtendInsights for Multiple Users</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/1687724-licensing-manage-extendinsights-licenses-and-administrator-users">Manage ExtendInsights Licenses in the CloudExtend Portal</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/4593388-admin-extendinsights-for-data-management-netsuite-setup-guide#h_1f665e2ed7">NetSuite Login Permissions for ExtendInsights Users</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/1686741-faq-customizing-extendinsights-for-data-management-netsuite-to-modify-default-settings">Customize ExtendInsights Default Settings</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/2542527-faq-maximizing-extendinsights-for-data-management-netsuite-performance">Maximize Performance with ExtendInsights</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6145804-extendinsights-for-data-management-netsuite-go-live-checklist-and-end-user-guidelines">Go Live Checklist and End User Guidelines</a>

📌 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/7068926-faq-extendinsights-for-data-management-netsuite-usage-metrics">ExtendInsights for Data Management NetSuite usage metrics</a>

📍 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/collections/5636159-business-use-cases">Real Life Examples</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6097428-best-practices-for-extendinsights-for-data-management-netsuite">Best Practice Guide</a> 📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/7238843-working-with-templates-sharing-templates">Sharing templates</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6662864-faq-real-time-and-background-upload">When to use Background Upload</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6495856-end-user-getting-started-guide-for-extendinsights-data-management">End-user getting started guide</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendsync-outlook/en/articles/5543734-celigo-university-cloudextend-learning-track" rel="nofollow noopener noreferrer" target="_blank">CloudExtend Training Made Easy – Dive In at Your Own Pace</a>

✅ <a href="https://ideas-cexl.cloudextend.io/tabs/29-customer-submitted-ideas-up-for-vote" rel="nofollow noopener noreferrer" target="_blank">Submit and vote for features here</a>

✅ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4487841-whitelist-celigo-com-domain-to-ensure-you-receive-support-emails">Whitelist Celigo.com Domain</a>

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

📘 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/1689878-learn-how-to-get-support-for-extendinsights-for-data-management-netsuite">Learn How to Get Support</a>

💬 Chat with us: Use the in-app messenger (bottom-right of our support site or inside the app). ✉️ Email us: <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/9347025-find-all-your-important-extendsync-outlook-resources-in-1-place-here" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

ExtendInsights Data Management | Guides and resources to ensure you’re set up for success

🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!

👋 Start Here

Installation/Setup Guides (Admins)

🔧 Individual Admin Guides

🧰 Additional Admin Resources

👩‍💻 End-User Resources

🎓 Self-Paced Training

🧩 Miscellaneous

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