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.
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.