CloudExtend Excel Video Resources

Celigo CloudExtend Excel for NetSuite Overview

We’ve curated just a few of our videos here. To see the full playlist click the icon at the top right of the video below or visit our Youtube channel.

Install from Office Store

Full Length Getting Started Video
Recommended for new users

Stream Saved Searches Into Excel

3 ways to retrieve data from NetSuite to CloudExtend Excel

Work Faster With Macros

Creating CloudExtend Excel Templates

CloudExtend Excel Tips Field IDs and Required Fields

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

Managing Quotes with CloudExtend Excel

Receiving Purchase Orders

Managing Bank and Credit Card Transactions

Creating Bank Deposits

Classic Edition

CloudExtend Classic Edition (SmartClient) is an older version of our app that was previously only available for PC’s. It has been replaced with our new version but is still available for customers that need to manage item prices and serialized/lot numbered inventory transactions.

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

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