CloudExtend

Connect to your data sources, apply filters, and automate Excel downloads in minutes

Getting Started

Learn how to connect ExtendInsights to NetSuite

Connecting to Netsuite

Learn how to connect ExtendInsights to Salesforce

Connecting to Salesforce

Learn how to connect ExtendInsights to HubSpot

Connecting to HubSpot

Learn how to connect ExtendInsights to Google Anayltics

Connecting to Google Analytics

Learn how to connect ExtendInsights to Stripe

Connecting to Stripe

Learn how to connect ExtendInsights to Chargebee

Connecting to Chargebee

Learn how to use ExtendInsights filters and scheduling to select just the right data and automate your downloads

Download your data by creating queries with filters and automate them with schedules

Learn how to save an ExtndInsights query as a template and use it on other workbooks

Save your ExtendInsights queries as templates to be used anywhere

Learn how to connect to your data source and import data

Connecting To Your Data Source and Importing Data

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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.

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

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

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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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