CloudExtend for NetSuite

Excel Integration to Visualize, Report, and Writeback NetSuite Data Directly from Excel  

CloudExtend for NetSuite is the leading Excel integration app for uploading and editing data, analyzing multiple saved searches simultaneously in Excel, joining Excel and Power BI, and generating reports faster. Create new records and update existing NetSuite data directly in Excel, and even upload thousands of records at once. Get real-time data validation in Excel prior to uploading to ensure data integrity. Improve your teams’ efficiency with a solution that can be up and running in under an hour.

CloudExtend Excel for NetSuite gives your business the power to extend the value of the solutions your team is already frequently working on: Microsoft Excel. Say goodbye to the long process of CSV uploads and manual data exports for report compilation and say hello to a solution for NetSuite ERP data reporting, visualization, editing, writeback, and analyzing all from the familiarity of Excel. With CloudExtend Excel, your teams are empowered to save time and increase productivity by working where they already are.

LEVERAGE NETSUITE DATA LIKE NEVER BEFORE:

CloudExtend Excel leverages the power of Excel to create greater insights via advanced graphs and charts powered by NetSuite data. Out of the box reports enable rapid and easy consumption.

EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE:

CloudExtend allows your business to increase the value of applications you already own, namely Microsoft 365.

REDUCE MANUAL EFFORT / INCREASE AUTOMATION:

Eliminate time-consuming, repetitive tasks required to build reports with NetSuite data and saved searches. CloudExtend can automatically pull refreshed data into reports, or users can refresh information on demand with a single click.

STAY SECURE:

CloudExtend is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected.

Key Features:

• Import NetSuite saved searches directly to Excel on-demand or on an automated schedule, with no CSV export required.
• Visualize NetSuite data using dynamic pivot tables and charts.
• Share easy-to-consume reports to non-NetSuite users.
• Download and writeback data to NetSuite from Excel with a single click.
• Real-time error messages and data validation ensure uploads complete correctly.
• Leverage NetSuite security to keep data secured.

Prerequisites:

Valid NetSuite Production Account and active Microsoft 365 subscription.

Enable Web Services permissions for all roles selected for CloudExtend.

Log in to CloudExtend with existing NetSuite Production Account credentials.

Compatible with both Windows and Mac.