CloudExtend Excel Video Resources

Personal Edition

Overview of CloudExtend Excel Personal Edition

Install from Office Store

Short overview

Creating CloudExtend Excel Templates

3 ways to retrieve data from NetSuite to CloudExtend Excel

Convert Trial to Paid Subscription

Mass Delete records with CloudExtend Excel

CloudExtend Excel Tips Field IDs and Required Fields

Changing batch upload/download sizes

Working with Custom Segments

Setting line level values to null and deleting lines

Use Cases

Journal Entries with CloudExtend Excel

Working with Sales Orders in CloudExtend Excel

Working with Leads

Working with Vendor Bills using CloudExtend Excel for NetSuite

Setting Price value of an Item to “Custom” on NetSuite Transactions

Classic Edition

Product Overview

Working with Line Items

License Activation Steps

Activating or Refreshing the CloudExtend Excel

CloudExtend Excel – Retrieve Records

CloudExtend Excel – Web Import

Sales & Marketing

Adding Promotion Codes

Working with Estimates

Importing Leads

CloudExtend Excel – Add Sales Orders

CloudExtend Excel- Create Sales Order with Line Items

CloudExtend Excel – Price Matrix Demo

CloudExtend Excel – Edit Sales Orders

Operations

Inventory Adjustments

CloudExtend Excel – Add Assembly Items

CloudExtend Excel – Item Receipt Update Rate

Finance

Creating Journal Entries

CloudExtend Excel – Create Credit Memo

CloudExtend Excel – Customer Payment