For ClearStar, having ExtendInsights by CloudExtend is a game-changer
Industry:
Background Checks & Drug Screening Solutions
Headquarters:
North America
Products Used:
ExtendInsights for NetSuite
I can honestly say that CloudExtend has revolutionized my workflow. It’s a must-have tool that has significantly increased my efficiency and productivity.
Finance Transformational Lead, ClearStar
About
ClearStar began in 1995 operating first as Compass, a web-based data provider geared toward addressing the needs of the security industry. Today, ClearStar is the premier choice for background checks and drug screening solutions to provide the necessary information on candidates for hire in multiple industries around the globe.
Background
As the company grew, they moved accounting processes from QuickBooks to NetSuite. This prompted searches for add-ons and integrations that could build their NetSuite experience into exactly what the organization needed, leading ClearStar to first discover Celigo and integrator.io. This solution allowed the team to perform cash applications in NetSuite from the banks automatically, kicking off progress on NetSuite automation for the organization.
The Challenge
While integrator.io put ClearStar well on its way with NetSuite automation, the team still needed a better process solution for reporting and loading data into and then getting it back out of NetSuite. For the volume and complexity of data ClearStar teams needed to work with, the native CSV process was not quite fast enough. “We were using CSVs,” recalled Finance Transformation Lead Craig Halliburton. “As you know, if there’s something wrong with one piece, you have to start all over again and figure out what’s wrong.” For an organization loading thousands of records into NetSuite on a weekly and sometimes daily basis, they needed a better process—and fast. That’s when ClearStar learned about CloudExtend.
I can now seamlessly connect my Excel spreadsheets to NetSuite, allowing me to easily update fields, create custom reports, and automate tasks. The time savings are incredible.
Finance Transformational Lead, ClearStar
The Solution
Pleased already with the success of their integrator.io experience with Celigo, ClearStar was excited to learn about Celigo’s NetSuite integration brand, CloudExtend. “Somebody mentioned that CloudExtend was part of the Celigo family,” Craig said. “And we were looking for a tool to load data and get data out of NetSuite.” It was a perfect connection for the person responsible for running data loads and verifying that all systems remained up-to-date.
“ExtendInsights by CloudExtend is so much easier,” Craig said. “The app tells you right away if something is wrong with your data upload, and you can get a whole lot more data in and out of the system a lot faster than any other method that I’ve looked at.” This is especially helpful as the accounting team continues to refine how they work with data, adding new custom fields to NetSuite, putting more slices and flavors on the data to make reporting easier. “Being able to update those values through ExtendInsights is so much easier,” said Craig. “For example, right now I’m updating 1,500 records. To do that manually inside NetSuite would take the whole week, versus the 20 minutes or so going through ExtendInsights.”
The Bottom Line
For ClearStar, having ExtendInsights by CloudExtend is a game-changer. Over the past several years, the organization has streamlined how it updates NetSuite data as well as automated reporting with the help of ExtendInsights. As the accounting and finance team continues to refine how data is organized, ExtendInsights makes it fast and easy. “Every day, I am using ExtendInsights, updating thousands of records,” Craig said. “If it wasn’t for ExtendInsights, I wouldn’t be here, because there’s no way I could do this manually. I think it’s saved a whole year of my life, which is a little bit crazy to think about. But to be honest, I can’t imagine doing my job without ExtendInsights.”
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