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See NetSuite saved searches (and Salesforce reports) in Excel for free

Celigo’s CloudExtend brand continues to add free features to our Apps. First, it was our new CloudExtend Outlook for NetSuite integration and now it’s our CloudExtend Excel for NetSuite and Salesforce integrations. We’ve added a free reporting engine to both of our Excel Apps. They allow you to stream your NetSuite saved searches (or Salesforce reports) directly into Excel. Any pivot tables, charts, etc., will automatically update when you re-run your search.

Say goodbye to the old process of running a NetSuite saved searches (or report in Salesforce), exporting to Excel, and then copying and pasting into another workbook. Watch the video below to see it in action and continue reading below to learn more.

 

FAQ

 

What’s with ‘Phase 1’?

This is just the first phase of this reporting engine. With phase 2 we plan to support summary NetSuite saved searches. Phase 3 will add support for NetSuite reports as well as a scheduling engine.

Why is this really free?

Here’s the real deal, no BS answer. By adding a free reporting engine to Excel for all NetSuite and Salesforce users our goal is to convert a portion of those users to paid subscriptions. This allows them to do more with their data than build pivot tables and charts. Our Excel Apps really shine when used to create or update existing NetSuite or Salesforce data from Excel. They provide for much more versatility than a CSV upload tool. Meanwhile, by offering a free App, we hope that NetSuite and Salesforce users will learn more about Celigo and our CloudExtend brand.

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