Whether youβre using ExtendSync, ExtendInsights, or working across NetSuite, Salesforce, Google, or other systems, CloudExtend offers free training resources designed to help every user succeed.
If your team has 5 or more users, you can request a free live personalized training session.
π© Email: cloudextend-training@celigo.com
ExtendSync Outlook for NetSuite
Save important emails, events, and OneDrive or SharePoint files and folders to NetSuite records for critical 360-degree NetSuite visibility.
Enterprise Edition
π£οΈ Join our weekly training sessions
Every Tuesday at 8:00 AM PST
Every Thursday at 4:00 PM PST
π Take an ExtendSync Outlook course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
Starter Edition
π Take an ExtendSync Outlook course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
ExtendSync Google for NetSuite
Save important emails, sync your calendar events, and link Google Drive files and folders to NetSuite records for that critical 360-degree NetSuite visibility.
Training Resources
π£οΈ Join our weekly training sessions
Every Tuesday at 9:00 AM PST
Every Thursday at 5:00 PM PST
π Take an ExtendSync for Google NetSuite course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
ExtendInsights Data Management for NetSuite
Create, edit, refresh, and delete NetSuite records in Excel quickly, bypassing the UI and CSV.
Training Resources
π Take an ExtendInsights Data Management course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
π©π»βπ» Business Use Cases
ExtendInsights Analytics for NetSuite
Pull in your NetSuite saved searches on demand or on a schedule (as often as every hour) and use that data in Excel for reporting purposes.
Training Resources
π Take an ExtendInsights Analytics course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
π©π»βπ» Business Use Cases
ExtendInsights Financial Reporting
Build dynamic financial reports in Excel using live NetSuite data and XAVI formulas.
Training Resources
π Take an ExtendInsights Financial Reporting course via our Celigo University
π₯ Watch a prerecorded training video
β‘οΈ Getting Started Guide
π©π»βπ» Different ExtendInsights Financial Reporting Functions
ExtendInsights for Data Download (Other connections)
Pull records from Salesforce, Google Analytics, Chargebee, HubSpot, or Stripe on demand or on a schedule (as often as every hour) and use that data in Excel for reporting purposes.
Training Resources
π Take an ExtendInsights course via our Celigo University
π©π»βπ» Connect to your Data Source and Import Data
ExtendInsights Data Management for Salesforce
Create, edit, refresh, and delete Salesforce records in Excel quickly, bypassing Salesforce UI.
Training Resources
π Take an ExtendInsights Data Management course via our Celigo University
β‘οΈ Getting Started Guide
