CloudExtend Excel Data Management: Powerful Excel-based Integration with NetSuite

 
CloudExtend Excel Data Management for NetSuite enables you to use powerful native Excel functionality to create new records and update existing NetSuite data directly from within Excel.

CloudExtend Excel Data Management for NetSuite comes with advanced features including ‘Burst Mode Upload’ to quickly update thousands of NetSuite records at once. Leverage ‘real-time picklist resolution’ to instantly validate your data in Excel. CloudExtend installs from the Microsoft Office store in seconds. Access is secure and controlled by NetSuite permissions.

What CloudExtend Excel Data Management for NetSuite Does for You

Leverage the Power of Excel

Apply Excel’s powerful native functionality to update NetSuite data using your existing spreadsheets with complex models and formulas.

Work from Anywhere

Users choose the computer and OS they want. Runs on Office 365 or Excel desktop on Windows/Mac as a Microsoft add-in.

Easy Security

NetSuite admins can rest easy knowing that roles and permissions are enforced by CloudExtend.

Instant Information

Validate your data in Excel prior to uploading and end the vicious cycle of waiting for CSV uploads to run, hoping for the best.

Take It For a Spin

CloudExtend makes it easy to download the software and give it a try with no obligation so that you can see for yourself how you will benefit.

No More Manual Exports

Eliminate the hassle of exporting search results to CSV files. Do it all in Excel with the CloudExtend data filter or leverage your own NetSuite saved searches.

Update in Seconds

Bypass the NetSuite UI for faster data entry and updates from Excel, whether it is one records or thousands.

Seamless Access

All customizations and templates are stored in the cloud. Just sign in to CloudExtend for immediate availability.

CloudExtend Excel Data Management for NetSuite Use Case by Role

CloudExtend Excel benefits every department by allowing for faster data entry and mass updates from Excel. It applies Excel’s powerful native functionality to manipulate NetSuite data and provide real-time lookup and error resolution during data entry. Learn how your team could benefit from CloudExtend today.

Marketing & Sales
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Operations
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Finance
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Admin/Consulting
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  • Update item records

    Easily use formulas to populate Search Keywords, Custom URLs, Meta Tag HTML, URL Components, Sales Descriptions, and more.

  • Quote with less error

    Populate opportunities with multiple inventory items to quote with less error.

  • Create and adjust estimates/quotes

    Accurately create, copy, or update quotes in just a fraction of the time it takes now.

  • Promo code entry and updating

    Marketing teams can quickly create or update coupon and promotion codes.

  • Sales orders, invoices, quotes, opportunities, etc.

    Whether you are working on one large multi-line order or creating/updating hundreds of orders, multi-line transactions are a breeze.

  • Painless conference lead upload

    Regardless of where leads start, they generally end up in Excel before they get to NetSuite. With CloudExtend Excel, they can be accurately uploaded to NetSuite in seconds.

  • Seamless data appending & enrichment

    Account executives can quickly add or update job titles, phone numbers, LinkedIn profiles, and more on contact/customer records.

  • Bin Cleanup

    Quickly transfer items between bins, consolidate bins, or eliminate bins. With CloudExtend Excel Enterprise Edition it’s easy to manage them all.

  • Inventory Transfers

    Transferring inventory between locations is quick and easy with CloudExtend Enterprise Edition. You can use Excel formulas to identify locations with excess stock and build a transfer order or inventory transfer to reallocate the items to other locations.

  • Create & Update Items

    Easily make changes on the fly. Create new items in seconds and ensure that G/L accounts, sales description fields, etc., are correct.

  • Promo code entry and updating

    Store or warehouse staff can use CloudExtend Excel to perform a physical inventory and enter the actual quantity into Excel. A formula-driven template can then be used to make the appropriate inventory adjustment based on the difference between the actual and expected quantities.

  • Update Pricing

    Quickly update pricing for thousands of SKUs across different price levels.

  • Work Orders

    Create or update work orders.

  • Journal Entries

    Finance teams often work with large journal entries, sometimes even hundreds of lines. Creating or updating journal entries with CloudExtend Excel saves a massive amount of time compared to using the NetSuite UI or CSV upload process. Customers with NetSuite OneWorld can even make complex journal entries to multiple subsidiaries at the same time.

  • Inventory Transfers

    Finance teams may receive vendor bills that need to be tracked to customers or employees. These might include health insurance bills, cell phone bills, or bills from SaaS-based companies. Typically, this would require hundreds of lines per bill (1 per employee/customer). Celigo customers use CloudExtend to automate this process and save hours of time per bill entered.

  • Add monthly invoices to NetSuite via a pre-filled template

    Create or edit invoices in bulk without having to key them in manually in NetSuite. Examples include companies using time-based billing or selling quantities that may vary from month to month. Simply use CloudExtend to populate the quantity field for each invoice and create hundreds of invoices or more at one time.

  • Credit Card and Bank Statement Reconciliation

    Leverage the power of Excel to associate merchant charges with G/L accounts and import your credit card statement as a Journal Entry in seconds. Import all your missing bank charges to speed up your reconciliation process.

  • Import Expense Report Details

    Expense reports can quickly be consolidated in Excel and uploaded to NetSuite via CloudExtend Excel.

  • Initial Data Loads

    NetSuite Consultants love CloudExtend Excel because of the real-time feedback. Using CloudExtend Excel they can upload massive amounts of data during implementations. Errors with the data are displayed during the import and can be addressed one line at a time versus using a CSV upload process that requires an export of error data from NetSuite, along with a secondary import.

  • Mass Deletes

    CloudExtend Excel allows a NetSuite admin to delete unwanted records. All NetSuite permissions and processes are respected. If there are related records, the delete action is not allowed; if permissions are not adequate, the delete action is not allowed.

  • Scrub Data

    CloudExtend Excel makes it easy for admins to filter on records with missing data so that the appropriate fields can be updated. CloudExtend Excel can also use Excel’s native dedupe features to assist in identifying duplicate records en masse.

ROI Calculator!

Average labor savings of 69% based on a customer survey

Thousands of World Class Organizations Rely on CloudExtend

Nulo
sony
ring
splunk
jonathan adler
peloton
evernote
Enviroscent
Bailey International
Orlebar Brown
Untuckit
Tea Forte
Orca Coolers
Bayard Advertising

“We’re always looking for ways to streamline processes with the best technology, and the finance team had experience with how cumbersome CSV imports can be. We chose CloudExtend Excel Data Management to streamline transactional activity and journal entries. It saves us about 30 hours a month or about 360 hours a year.”

Technologent logo

Claudio Espinal
Financial Controller
Nanit

1500

Hours saved
per year

READ CASE STUDY

60-90

Hours saved
per week

READ CASE STUDY

Start a Trial

When you start a trial you will receive an email to help
get you started with CloudExtend Excel for NetSuite.
It will help you:


  • 1.

    Install
    CloudExtend


  • 2.

    Get Started
    with Videos


  • 3.

    Explore the
    Knowledgebase

Learn More about CloudExtend Excel Data Management for NetSuite

DATASHEET

Download the CloudExtend Excel Data Management for NetSuite datasheet.

BEGINNER’S GUIDE

Learn CloudExtend Excel Data Management for NetSuite basics and be a pro user in no time.

VIDEO TUTORIALS

Watch this video tutorial to get the most value from CloudExtend Excel Data Management for NetSuite.

CASE STUDY

Learn how LeadAbroad uses CloudExtend Excel Data Management for NetSuite to save 1500 hours per year.

CloudExtend Excel Data Management for NetSuite Pricing

PERSONAL EDITION

$75
per user/month
  • ALL FREE FEATURES +
  • Create, Read, Update, Delete NetSuite Records from Excel
  • Support for NetSuite Saved Searches and Celigo Import Filter
  • Cloud Storage for Templates
  • Email,Chat and Phone Support

ENTERPRISE EDITION

Start with 1 user
  • ALL FREE &
    PERSONAL FEATURES +
  • Works with Sandbox Accounts & OneWorld Subsidiaries
  • Admin Portal for Enterprise License Management
  • Compatible with Excel 2013 When Used with Desktop Installer
  • Burst Mode Upload

Learn more about CloudExtend’s commitment to security and the benefits of
using role-based access control (RBAC) with third-party apps.

CloudExtend Excel Data Management for NetSuite Features by Pricing Plan

Personal Enterprise

Work right within Excel to view or make changes to NetSuite data.

You can work on CloudExtend Excel Data Management for NetSuite in whatever environment you are most comfortable in.
Work in one of the latest versions of Excel to achieve the best results.
CloudExtend offers multiple options to create a more secure verification process.

CloudExtend works with NetSuite Saved Searches, including summary and detail level Saved Searches directly in Excel. Use Celigo import filters to process records that meet the criteria that you define in the Filter editor.

Save templates in the Cloud and then share them with others.
Email, chat and phone support options for personal and enterprise editions.

Distribute and manage licenses via the CloudExtend Admin Portal.

Use Burst Mode Upload to submit large complex jobs or queue up multiple uploads without having to wait for each one to complete.

With CloudExtend you have the flexibility to work in staging or production environments, including support for management of multiple subsidiaries, business units and legal entities in OneWorld.
With the Enterprise Edition of CloudExtend you can use Excel 2013 or higher in conjunction with the Desktop Installer.

Schedule a Discovery Call

Learn more about how CloudExtend Excel apps can help your business.

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