CloudExtend

Install, deploy, configure, and activate ExtendInsights for your organization.

Deploy & Install ExtendInsights

ExtendInsights | Manage users and licenses in the CloudExtend portal

Licensing: Manage ExtendInsights Licenses and Administrator users

ExtendInsights Excel Apps | How to set up ExtendInsights other connections

Admin: ExtendInsights Setup Guide (Other Connections)

ExtendInsights Apps | How Admins can install ExtendInsights Apps for multiple users at once

Admin: ExtendInsights can be installed by your Microsoft 365 Admin

ExtendInsights | Generate a read-only API key for Stripe

Admin: Create a Stripe Restricted API Key

ExtendInsights | Generate a read-only API key for Chargebee

Admin: Create a Chargebee API Key

Guides on configuration and setup needed for Admins

Admin Setup Guide

ExtendInsights Apps | How to Install for Other Connections

Installing ExtendInsights Excel Data Connector

ExtendInsights Apps | Install ExtendInsights for NetSuite

Installing ExtendInsights Excel Applications (NetSuite Editions)

Step-by-step instructions to install and set up ExtendInsights in Excel

Installation Guide

Admin Portal

Webinar Replays

Main Support Page

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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