CloudExtend

ExtendInsights Apps | Connect, analyze, and manage data from multiple business systems using a single Excel add-in

Getting Started: One Excel App for All Your Data Sources

Learn the basics and connect to your data sources in minutes.

Getting Started

ExtendInsights | Connect your NetSuite account

Connecting to NetSuite

Connecting to Salesforce

ExtendInsights | Connect your HubSpot account

Connecting to HubSpot

ExtendInsights | Connect your Google Analytics account

Connecting to Google Analytics

ExtendInsights | Connect your Stripe account

Connecting to Stripe

ExtendInsights | Connect your Chargebee site

Connecting to Chargebee

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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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.

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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