Securely & Seamlessly Manage Your NetSuite Data in Excel in Real-Time
Join over 1,000 NetSuite customers already using CloudExtend to view, edit, create, and report on their NetSuite data directly in Excel. Try it FreePricing
A Powerful Excel-based Data Management Tool for NetSuite
CloudExtend Excel for NetSuite (formerly SmartClient) installs from the Microsoft Office store in seconds. End users can access and edit their NetSuite data directly from within Excel. Need more from the traditional CSV import/export tool for NetSuite? Try Celigo CloudExtend Excel for NetSuite for free today.
The Secrets to Leveraging Excel to Streamline Financial Processes in NetSuite
Thursday, September 24 at 10 am PDT / 1 pm EDT
Manage Your NetSuite Data Without Leaving Excel
- Mass update NetSuite data from Excel
- Bypass limitations and update up to 10,000 lines per transaction
- All customizations and templates are stored in the cloud
- Users inherit permissions from their NetSuite role, enforcing existing security settings
- Bypass the NetSuite UI for faster data entry and updates
- Provides real-time lookups and error resolution for fields during data entry
- Use CloudExtend data filters or NetSuite saved searches to retrieve your NetSuite data
- Runs on Office 365 or Excel desktop on Windows/Mac as a Microsoft add-in
- Apply Excel’s powerful native functionality to manipulate NetSuite data
What CloudExtend Excel for NetSuite Does for You
CloudExtend allows you to update multiple NetSuite records in seconds.
Work from anywhere. Sign in to CloudExtend and all of your customizations and templates are immediately available.
NetSuite admins can rest easy knowing that roles and permissions are enforced by CloudExtend.
Know that your data is valid in advance. End the vicious cycle of waiting for CSV uploads to run, hoping for the best.
Put an end to having to navigate between Excel and NetSuite to see a list of valid values.
Eliminate the hassle of exporting search results to CSV files. Do it all in Excel with the CloudExtend Excel data filter or leverage your own NetSuite saved searches.
Let users choose the computer and OS they want
Use your existing spreadsheets with complex models and formulas to update data into NetSuite
No Credit Card Required
What Users Say About The Best NetSuite Integration for Excel Connector
This is a great app that saves me a lot of time with transactional data uploads such as journal entries that drive off Microsoft Excel data. It's also great to scrub and update data already in NetSuite that would otherwise have to be done individually.
CloudExtend Excel for NetSuite is a great product, I encourage everyone to have it available for at least some of their users.
CloudExtend saves me an immeasurable amount of time every day. It's really great for making quick updates in NetSuite and their customer support is really on top of it and helpful. The improvements they've made to the program over the last 2 years have been really amazing and make it fast and easy to use. Don't know what I would do without it!
CloudExtend has made preparing, editing, and approving big transactions so much easier. It's saved me hours of work each month and customer service has always been extremely responsive. I highly recommend this product to any accountant using NetSuite.
What would normally take up to 5 hours can now be done in as little as 10 minutes. CloudExtend Excel saved $70K to $100K in alternative solutions.
I'm saving up to 20 hours per month with CloudExtend Excel and now have more time to work on my other daily tasks. I give CloudExtend a 10 out of 10!
CloudExtend Excel Use Cases by Role
Sales & Marketing
- Update item recordsEasily use formulas to populate Search Keywords, Custom URLs, Meta Tag HTML, URL Components, Sales Descriptions, and more.
- Create and adjust estimates/quotesCreating and editing complex quotes using multiple Excel worksheets is common. With CloudExtend Excel, users can accurately create, copy, or update quotes in just a fraction of the time it takes now.
- Add new leads in bulk after a trade showLeads are often captured with scanners, business cards, or handwritten notes. Sometimes marketing receives a spreadsheet of attendees. Regardless of where the leads start, they generally end up in Excel. With CloudExtend Excel, they can be accurately uploaded to NetSuite in seconds.
- Add missing data to contact and customer recordsAccount executives need to keep their leads and customer records up to date. They can quickly perform activities such as updating job titles, phone numbers, LinkedIn profiles, and more by incorporating CloudExtend Excel into their workflow.
- Populate opportunities with multiple inventory items to quote with less error.Creating or editing NetSuite records with multiple detail lines (10 or more items) is significantly faster with CloudExtend Excel for NetSuite.
- Create new promo codes and update existing promo codesMarketing teams can quickly create or update coupon and promotion codes.
- Creating or updating sales orders, invoices, quotes, opportunities, etc.Multi-line transactions are a breeze with CloudExtend Excel. Whether you are working on one large multi-line order or creating/updating hundreds of orders at a time, CloudExtend Excel will save you time.
Operations
- Bin cleanupQuickly transfer items between bins, consolidate bins, or eliminate bins. With CloudExtend Excel Enterprise Edition it’s easy to manage them all.
- Create and update itemsEasily make changes on the fly. Create new items in seconds and ensure that the all the right G/L accounts, sales description fields, etc., are correct.
- Update pricing.Quickly update pricing for thousands of SKUs across different price levels.
- Work ordersCreate or update work orders.
- Inventory transfers.Transferring inventory between locations is quick and easy with CloudExtend Enterprise Edition. You could use Excel formulas to identify locations with excess stock and build a transfer order or inventory transfer to reallocate the items to other locations.
- Inventory adjustmentsStore 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.
Finance
- Journal entriesFinance 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.
- Add monthly invoices to netsuite via a pre-filled templateCreate 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.
- Upload vendor billsFinance 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.
- Import expense reports detailsExpense reports can quickly be consolidated in Excel and uploaded to NetSuite via CloudExtend Excel.
NetSuite Admins & Consultants
- Initial data loadsNetSuite Consultants love CloudExtend Excel because of the real-time feedback. Using CloudExtend Excel they can upload massive amounts of data during an implementation. 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.
- Scrub dataCloudExtend 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.
- Mass deletesCloudExtend 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.
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Pricing
|
Free Edition
$0
|
Personal Edition
$900
per user/year
|
Enterprise Edition
1 user minimum |
|
| FREE EDITION | START FREE TRIAL | SCHEDULE A DEMO | |
| Import NetSuite data into Excel using NetSuite Saved Searches | |||
| Works with Mac and Windows | |||
| Compatible with Excel 2016 and Higher | |||
| Support for Token Based Authentication (TBA) | |||
| Support for Single Sign On (SSO) | |||
| 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 | |||
| Admin Portal for Enterprise License Management | |||
| Burst Mode Upload (beta) | |||
| Works with Sandbox Accounts | |||
| Works with OneWorld Subsidiaries | |||
| View NetSuite Summary and Detail Level Saved Searches Directly in Excel | |||
| Compatible with Excel 2013 and Higher When Used with Desktop Installer |
|
Free Edition
$0
|
|
| FREE EDITION | |
| Import NetSuite data into Excel using NetSuite Saved Searches | |
| Works with Mac and Windows | |
| Compatible with Excel 2016 and Higher | |
| Support for Token Based Authentication (TBA) | |
| Support for Single Sign On (SSO) | |
| 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 | |
| Admin Portal for Enterprise License Management | |
| Works with Sandbox Accounts | |
| Works with OneWorld Subsidiaries | |
| View NetSuite Summary and Detail Level Saved Searches Directly in Excel | |
| Compatible with Excel 2013 and Higher When Used with Desktop Installer | |
|
Personal Edition
$900
per user/year
|
|
| START FREE TRIAL | |
| Import NetSuite data into Excel using NetSuite Saved Searches | |
| Works with Mac and Windows | |
| Compatible with Excel 2016 and Higher | |
| Support for Token Based Authentication (TBA) | |
| Support for Single Sign On (SSO) | |
| 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 | |
| Admin Portal for Enterprise License Management | |
| Works with Sandbox Accounts | |
| Works with OneWorld Subsidiaries | |
| View NetSuite Summary and Detail Level Saved Searches Directly in Excel | |
| Compatible with Excel 2013 and Higher When Used with Desktop Installer | |
|
Enterprise Edition
1 user minimum |
|
| SCHEDULE A DEMO | |
| Import NetSuite data into Excel using NetSuite Saved Searches | |
| Works with Mac and Windows | |
| Compatible with Excel 2016 and Higher | |
| Support for Token Based Authentication (TBA) | |
| Support for Single Sign On (SSO) | |
| 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 | |
| Admin Portal for Enterprise License Management | |
| Burst Mode Upload (beta) | |
| Works with Sandbox Accounts | |
| Works with OneWorld Subsidiaries | |
| View NetSuite Summary and Detail Level Saved Searches Directly in Excel | |
| Compatible with Excel 2013 and Higher When Used with Desktop Installer | |
Learn more about CloudExtend Excel
DATA SHEET
CloudExtend product data sheet.
BEGINNER’S GUIDE
Learn CloudExtend Excel basics and be a pro user in no time.
VIDEO TUTORIALS
See our video tutorials and learn how to make the best of CloudExtend Excel.
ONDEMAND WEBINAR
The Excel Lover’s Guide to Working With NetSuite Data
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