Overview
The Celigo CloudExtend Excel for NetSuite bundle must be installed in your NetSuite account before you can use ExtendInsights.
This is the bundle used by ExtendInsights Data Management, Analytics, and Financial Reporting Engine, so you only need to install it once.
Bundle installation is typically performed by a NetSuite Administrator.
Bundle Details
Bundle Name: Celigo CloudExtend Excel for NetSuite
Bundle ID: 246132
Video Walkthrough
Watch the video or follow the steps below.
How to Install the Bundle
Log in to NetSuite using an Administrator role
Open the SuiteBundle installation page using the direct link
Bundle ID: 246132
Review the bundle details
Click Install
Confirm the installation when prompted
Wait for NetSuite to complete the bundle installation
š Notes
Installation time varies depending on account size
You do not need to customize or configure the bundle after installation
This bundle supports:
App Customization and Custom Records
This bundle also includes custom record and field definitions that allow administrators to customize ExtendInsights behavior.
These custom records control default settings such as:
Feature configuration
Application behavior
Environment-specific options
š” Admin Note:
You can modify these custom records to tailor ExtendInsights to your organizationās needs without modifying the Excel add-in.
What Happens After Installation?
After the bundle is installed:
ExtendInsights can authenticate and interact with NetSuite
ExtendInsights features become available in Excel
Admins can configure advanced settings using the bundled custom records
Next Steps
After installing the bundle, complete the remaining setup steps:
Configure NetSuite role permissions
Assign ExtendInsights licenses to users
Install the ExtendInsights Excel add-in
Verify users can log in and access ExtendInsights
ā”ļø Review Full Setup Guide: Choose the Right ExtendInsights Setup for your Organization
Need Help?
Visit https://www.cloudextend.io/support/ to search for related articles and troubleshooting guides.
If you still need assistance:
Use the in-app message icon from ExtendInsights
Start a live chat from the support site
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