Celigo, Inc FAQs

Delete a value completely from a field (setting it to null)

Here's the solution to update a field to a blank (null) value.

Set the value of the field that you want to make null to :empty: and then run your update.

Note:

Leaving the cell empty does not update a field value to blank.

This works only for body level fields.

If you receive the mentioned Add-in error in Excel 2016. Please follow the steps given below to resolve the issue .

In Internet Explorer, click the Tools button, and then click Internet Options.

Click the Security tab, and then select the Internet Sites Zone.

Select the Enable Protected Mode check box, and then click OK.

Restart Internet Explorer and Excel

For more information checkout this article on Microsft Technet.

Step 1: Ensure there is no pending updates available to Microsoft Excel by referring to this article. If there is, please update them and try again. If you still receive this error proceed to step 2 below.

Step 2: Please contact [email protected] or your account manager.

The following is applicable only to Windows PC users.

Step 1: Copy the ENTIRE following command into your notebook or blank Microsoft word doc:

icacls C:\Users\username\Appdata\LocalLow /t /setintegritylevel (OI)(CI)L

Step 2: Go to your C drive by clicking the Windows "Start" menu and typing "Windows Explorer." Windows Explorer opens. On the left side of the window is an icon named "Local Disk (C)." Double-click that icon to view the contents on your "C" drive.

Step 3: Double click the “Users” folder and find the folder with your name on it.

Step 4: Copy exactly how your name is displayed and paste it into the command in step one where it says “username”. So it should now be displayed similar to the following:

icacls C:\Users\JustineBurdo\Appdata\LocalLow /t /setintegritylevel (OI)(CI)L

Step 5: Click the Windows "Start" menu and type “CMD”. Click on Command Prompt. Paste the entire command from step 4 there.

Step 6: Once the command is done running, go back to Excel, open a fresh worksheet and try to login to CloudExtend.

Step 7: If this does not work please contact [email protected] or your account manager.

If you try either of the following the first time you login to CloudExtend:

Trying to create a template and it will not let you proceed (screen just keeps refreshing but nothing happens)

Trying to import a template for the first time and you get an error message

you likely do not have web services enabled. To assign web services to your role please follow these instructions. Once enabled you should be able to create and import templates.

Step 1: Ensure there is no pending updates available to Microsoft Excel by referring to this article. If there is, please update them and try again. If you still receive this error proceed to step 2 below.

Step 2:If you are on Windows PC, update your Cache and cookie settings by following these instructions. Once updated try logging into CloudExtend again. (Mac users can skip this step). If you still receive this error proceed to step 3 below.

Step 3: If you are logged into Excel, log out. To do this click on your name on the top right corner of Excel and click Switch accounts. From there sign out of your account. Once signed out you should not see your name in the top right hand corner of Excel any longer. Go to My add-ins and click CloudExtend again. Try to login.

Step 4: If you are still not successful contact [email protected] for further assistance.

Gmail Essentials

Set filter for search results

Attaching Emails - The basics

Using Celigo send icon to attach and send emails

Creating a record

Editing a record + setting field filters

Where are the attached emails in NetSuite?

Composing a Gmail from NetSuite

Understand Settings in Gmail

Calendar Essentials

Bi-Directional Sync

Google Drive

Attaching files

Attaching folders

If you prefer to see the email under your Gmail subtab or see your Google docs sub tab on a custom record, you can ask your NetSuite Admin to follow these steps in order to enable the Gmail/GDrive subtab for your custom records:

Step 1: Navigate to Customization->Scripting->Scripts->List

Step 2: Search for “Celigo Gmail Gdocs Sub Tab”. Click ‘Edit’ next to the script.

Note : In some accounts you may not find the "Edit" button, in such cases you can click on "Deploy" button to make the suggested changes and then save.

Step 3: Under deployments, add the custom record types on which you want the Gmail/GDrive Subtab and click Save. And you should be able to see the Gmail/Gdrive subtab under your custom record type.

You need to have a valid GDrive license for the Gdrive subtab to appear on your NetSuite interface

NetSuite requires that attached emails have a matching Sender and Recipient in NetSuite. These could be Employee or Contact records. Previously CloudExtend would automatically create missing contacts resulting in contacts with no company affiliation and often missing name information.

This will still be the default behavior of the App, however, with our latest update (CloudExtend Gmail v3.5.0.0), users have an option to override this and prevent CloudExtend from automatically creating missing contacts when sender and recipient entities are missing in NetSuite. Instead, they will be able to override by selecting an existing NetSuite contact/employee or even create their own contact with rich data before attaching the email. This is available as a setting in Gmail Extension and when unchecked, user attaching the mail to NetSuite record will be presented an option to select the sender/recipient entity records.

Behavior :

The video below gives a brief overview of the functionality

The auto create setting is checked by default, so that for the existing users there is no change in mail attachment steps in CloudExtend.

When the setting is unchecked and a user attaches an email without a matching sender or recipient in NetSuite, they will be presented with the notification as shown below, guiding them toward selecting existing contacts as a sender/recipient or creating a new contact before they can attach the email to NetSuite.

Attaching emails to NetSuite when setting is unchecked :

If auto create setting is unchecked and CloudExtend finds that the required sender and recipient entities are not available, users will see the panel asking to select sender/recipient entities as shown below

Update steps to attach email with entity selection:

1) Click on "SELECT SENDER/RECIPIENT"

2 & 3) Select from suggested sender/recipient entities or create new contacts

4) Click "CONTINUE" to confirm selection

5) Select record type to attach to

6) "SAVE EMAIL"

Selecting Sender/Recipient when CloudExtend cannot create contacts automatically :

This happens when the email id of the sender/recipient is more than 64 characters and in such cases CloudExtend will show the panel where user can select the required entities and proceed with mail attachment.

This is typical with email Id automatically framed by NetSuite when an email communication is initiated from NetSuite .

Manually triggering the selection panel:

Users can also manually trigger the panel, in case they want to choose a different sender/recipient when attaching the mail, by clicking on the icon as shown below

Enhancements:

Added a setting where users can prevent CloudExtend from creating contacts when sender/recipient entities are not available in NetSuite . Learn more about the setting here.

Enable end users to manually select the sender/recipient entities while attaching an email to NetSuite records. Learn more here

The Settings section enables you to customize the CloudExtend Gmail as per your preferences. Select the radio button and Save Changes.

uto create contacts

NetSuite Connection in Context :

This gives information about the NetSuite session that is linked to CloudExtend App.

NetSuite Connection :

Click this link if you want to update your linked NetSuite connection. It is required that your logged in NetSuite session always matches the NetSuite connection. Learn More

Authorize CloudExtend Gmail

This option enables you to access Gmail from NetSuite (a Gmail subsection is available in the NetSuite records). You will receive the following email message after you click Authorize.

App Preferences :

Auto-load the App

When Enabled - The App will load automatically when Gmail page is refreshed.

When Disabled - The App will load in minimized state and will open when the user presses the Celigo logo button in the mail.

Auto-fetch related records

When this setting is enabled, and whenever an email is opened, CloudExtend app automatically searches for sender, recipient, CC emails, and any number greater than 4 digits (using NetSuite Global search to populate the relevant records).When this setting is disabled, user needs to click on the Celigo “O” button to fetch the related records.

Sync Preferences:

Include attachments by default :

Enable this to to set up the App to include attachments by default on each email.

Auto create missing Sender/Recipient :

When this is enabled CloudExtend will a for missing sender/recipient entities in NetSuite .

When this setting is unchecked, users will be required to select a matching entities from NetSuite as sender/recipient entities or create a new contact before they can attach email to NetSuite records

Troubleshooting

Click this link to download the current execution logs. In case of any errors or functionality issues download these logs and send them to the Celigo support via a support ticket . These logs help support engineers understand the context of an issue or an error.

Fixes :

Gmail extension keeps ignoring NetSuite session when there is case mismatch between NetSuite connected email and browser session email.

Enhancements:

Celigo-Send buttons now available when Gmail user language is other than English.Support added for Japanese, Finnish, Swedish, French, and Spanish

Users can now navigate to NetSuite record directly from the Sender/Contextual and search results screen

Once you install CloudExtend Outlook for NetSuite please follow the below steps to activate your free license .

STEP 1:If you are using Outlook Desktop client, open the add-in by clicking on the ribbon bar icon as shown below. This will open CloudExtend Add-in in your Outlook app.

On Outlook web, you will find the icon next to mail subject as shown below.

STEP2 : Now click on "CONTINUE"

STEP 3: Since your license is already enabled, you don't have to start your free trial .Just click on "Login with NetSuite" as shown below.

STEP 4: Now enter your NetSuite credentials and select your role, you are now ready to use your free subscription to CloudExtend Outlook for NetSuite

Picklist Enhancements :

CloudExtend Excel can now dynamically identify picklist values while you type data into sheet.

Example : If you have an account number “44551 Salaries”, with this new enhancement, you can just enter “44551” in Excel cell while entering your data and CloudExtend will fetch the complete picklist value from NetSuite and update the cell dynamically. If it finds multiple matches for entered value, user will be alerted to pick the correct value by clicking on the view picklist values in task pane.

Users will see the following visual cues to know if a picklist value is automatically identified or not.

Excel cell turns grey when CloudExtend is identifying the value of picklist

Turns normal once lookup is done and successful

Turns yellow if there is no match or there are multiple matches (i.e. when manual intervention is required).

The following video gives a quick overview of the new functionality

Other Enhancements :

Support forInventory number record

Ability to manually enter an internal Id when CloudExtend is not able to fetch Saved Searches.

Fixes :

Fixed an issue where CloudExtend is not able to fetch picklist values for a fields dependent on multiple fields

Note to Existing Users:

Existing users will be required to reload their templates into sheet once for CloudExtend to identify the table and offer data operations options.

Outlook Basic Courses

Outlook Essentials

Attaching emails: The Basics

Where are emails stored in NetSuite?

Create a new NetSuite Contact record or Customer record from Outlook

Viewing NetSuite records in Outlook

Creating a new contact from an email

Attaching emails to additional record types besides contacts

By default the master CloudExtend license is given for a specific domain and the end users should be logged into both their Gmail and NetSuite with the same email address (and same domain). If your organization has multiple domains and requires users from these domains to have access the options below may work for you.

Option 1 - Gmail Only with different domains

The Gmail component of CloudExtend will work fine even if there are different domains like joe@xyz. com and [email protected] as long as both these Emails have a full NS license and CloudExtend license enabled in the setup. If you don’t have unique licenses for each then read below.

Option 2 - Full Suite (Gmail, Calendar, Drive) with different domains

When connecting other components (G Drive and Calendar) we only officially support granting access to one domain. If you are an organization with multiple domains, there are a few cases where you can configure your G Suite account to make CloudExtend work with multiple domains as long as your domains are set as aliases of the primary domain and not independent domains.

Multiple Domains as an alias of a primary domain :

The following works only if you have multiple domains as aliases on the same G Suite account. If you have multiple domains independent of each other, the following will not work (see screenshot below of an alias domain in G Suite Admin Portal)

Create a mapping record

Following are the steps to make the full CloudExtend Suite work with multiple domains when your are using domain aliases

1) Your Google Apps Super Admin should select the Primary Domain while granting access to G Suite in Step #1 of CloudExtend Setup

2) For Gmail, end users should use the Gmail extension on the primary domain (emails from the alias domain can be forwarded to the primary domain to avoid logging in to two different Gmail accounts).

3) in NetSuite if the employee record has alias domain email

Example :

Google Configuration

1) For employees with cloudextend.io, they should have an alias email on celigo.io

2) Employees by default login into their celigo.io domain and have all emails from [email protected] forwarded to [email protected].

NetSuite Configuration

Employees can have an employee record with celigo.io or cloudextend.io as their email domain

If they have celigo.io in their employee record no additional steps are required and all CloudExtend components will work.

If they want to login using cloudextend.io, a mapping record needs to be created between cloudextend.io<->celigo.io

Super admin should have given oAuth using celigo.io.

Multiple Domains independent of each other on different G Suite accounts:

Under this setup only Gmail component will work, as long as the email has NS license and CloudExtend license is enabled in the setup

Example.

Let's say you have users with celigo.in and celigo.com domains and you have given oAuth for celigo.com

Under this setup, celigo.com users will have access to entire CE Suite while celigo.in users will only gmail access, when the employee id with celigo.in is given license in CE setup

CloudExtend Outlook for NetSuite currently supports the following records

Record Types Supported for Create

Contact

Customer

Task

Record Types Supported for Search, View & Attach

Contact

Customer

Cash Sales

Estimate

Sales Order

Invoice

Opprortunity

Support Cases

Vendor

Purchase Order

Enhancements

Added support for record types Vendor & Purchase Order in Search

Added support for attaching records to Vendor & Purchase order

Added ability to create a support ticket directly from CloudExtend Outlook app

Fixes:

Fixed a bug where the time/date stamp on the message imported into NetSuite is not showing the actual time/date a message was received in Outlook.

Please follow the below steps to delegate permissions to another role for Cloud Extend license management.

Step 1:

Go to Customization > Scripting > Script Deployments.

There search for "Celigo License Manager Script" and click Edit

Step 2:

Include the required role in the Suitelet `Celigo License Manager’s deployment’s audience. Then change the deployments execution role to `Administrator`

Step 3:

Search for Script "Celigo Google Installer UI" and click Edit

Step 4:

Include the required role in the Suitelet `Celigo Google Installer UI`’s deployment’s audience.

Step 5:

Search for Script "Celigo Google Wizard Contact" and Edit

Step 6 :

Change the Suitelet “Celigo Google Wizard Contact” deployment’s execution role to `Administrator` and save.

Video Overview of the Release

This release makes CloudExtend templates(Tables) on excel sheet more flexible, end users can now do more with CloudExtend tables

Columns on a CloudExtend table can be re-arranged without editing the template in Task Pane

Columns on a CloudExtend table can be deleted without having to change the template and reload the table again

An unbounded column,i.e, column which is not linked to a NetSuite field can be added to the table, Ex: A column with a formula/calculation on one of the NetSuite fields /any other cell in excel workbook.

A bounded column,column which is linked to a NetSuite field, can be added to the table at any place

Users can share the excel workbook with CloudExtend table with other app users

This update also brings some restrictions on the SmartClient tables

Only one CloudExtend table can be added to a worksheet

Row 1 of worksheet contains references to NetSuite fields and should not be edited by users

CloudExtend Excel for NetSuite now supports NetSuite WSDL 2016.2

Users can now refresh unlimited number of records without facing timeout issues, earlier this was limited to 1000 records

Users can now refresh selected records, earlier only refresh all records was supported

After a successful upsert activity the internal ids of the record in Column 2 change to Green Color text indicating that the upsert activity is successful for that given record.

NetSuite related warnings are now shown in yellow color in "Reserved(First)"Column

Search Joins

CloudExtend Excel for NetSuite now supports search joins, which means,users should be able to filter records by applying criteria on related records, currently the filter criteria can be applied only on the selected record type

More contextual status updates shown during data operations activities against current static notification

Support for additional record type:

Resource allocation

Enhancements:

CloudExtend Excel for NetSuite users no longer require a Microsoft Id to login to the app. Users can now login directly with their NetSuite login credentials to access CloudExtend.

After the upgrade, on first login existing users would be required to choose ‘Login with NetSuite’ to continue using CloudExtend.

If you face any issues logging into CloudExtend or with your license, you can reach out to Celigo support here and create a support ticket.

New look for enterprise license management portal . Also going further Enterprise admins can manage their license at https://subscriptions.celigo.com

Support for new record types

Vendor Return Authorization

Resource Allocation

Customer Refund

A lot of stability and performance improvements

Enhancements:

Added support for Custom Transactions

Performance improvements while uploading records containing fields with Picklist values

Fixes:

Fixed license validation related issues with mixed case Email addresses.

Enhancements:

Added support for new record type

Vendor Credit

Account settings page now shows connected NetSuite account type(OneWorld /Non OneWorld) selected during the login/role change process

Support to filter records by fields with no value. This can be done by entering [[@NONE@]] in the value field when creating a filter. Ex: To get a list of transactions where the Location is null/empty, create a filter with location field and enter value as [[@NONE@]] instead of choosing value from the drop down

Fixes:

Fixed the issue where partial pick list values with “Numbers” entered in Excel cell are not recognized by CloudExtend Excel for NetSuite during upserts and app goes into loading mode.

Fixed “Unexpected error” which is shown when the excel cell is in edit mode and a user tries to perform an operation with the CloudExtend. The App now prompts the user to move another cell to exit the cell edit mode.

CloudExtend Excel for NetSuite now supports selection of “Custom Forms”.Earlier the app was throwing an error while selecting the picklist for fields which are not available in Default Form. This can now be resolved by adding form name field to the template and while Upserting the record, user can select the Custom Form name from picklist

Signup flow performance enhancements to fix the issue where certain first time users were not able to load the app properly

Caching and performance improvements while selecting the pick list values

Enhancements

Added support for Custom Segments. Users can now update/download Custom Segment field values using CloudExtend Excel for NetSuite . Click here to learn how to use SmartClient to update custom segment values

Known Issues:SmartClient does not yet support dependencies in picklist value filtering and multi select picklists for custom segments

Support for new record type

Vendor Payment

Support for data operations(Upload/Download/Refresh/Delete) batch size customization at NetSuite account level . Click here for steps to customize SmartClient

Added ability to customizeSmartClient to treat warnings as errors . Click here for steps to customize SmartClient

CloudExtend now supports Creation/Updation of records using External Id. In a template when both Internal Id and External Id are present, InternalId always gets the preference Following is the Update/Insert behaviour based on the availability of Internal Id/External Id in the template.

Internal ID

External ID

SmartClient behavior for Update/Insert

Yes

Yes

Updates based on InternalID. If ExternalID given in sheet is not same as the externalID in NetSuite. CloudExtend will update the ExternalId in the existing record.

Yes

No

Updates based on InternalID

No

Yes

Updates based on ExternalID.Iif externalID given in sheet is not present in NetSuite, CloudExtend Excel will create a new internalID and map the ExternalId to this new record

No

No

Create a new record with new InternalID

Picklist caching enhancements for better performance.

Enhancements :

Added support for record type: Intercompany Journal Entry

Bug Fixes:

Fixed an issue where Internal Ids populated in table via a formula were not recognized.

Made changes to show a notification if CloudExtend's task pane UI fails to load due to Internet Explorer DOM storage issue.

Fixed an issue where Custom Segments applied to Budget record were not getting recognized by SmartClient

Added a work around to display all manufacturing routing values in Work Order. Earlier these were not shown in CloudExtend's pick lists due to bug in NetSuite web Services

Bug Fixes

Fixed an issue where Date fields when updated from CloudExtend Excel for NetSuite are off by one day in NetSuite.

Fixed an issue where CloudExtend goes into loading loop when the users does not have access to previously selected role, in NetSuite.

Handled a scenario where CloudExtend falls back to in-memory cache, when the access to browser storage is disabled.

Fixed minor metadata mapping issue for Opportunity.itemList.item.price

CloudExtend Excel for NetSuite Office Add-in currently uses NetSuite WSDL version 2016.2 to interact with NetSuite. This version of NetSuite API has an issue retrieving the list of Saved Searches, if that particular record has more than 1000 Saved Searches.

This issue may be fixed in the most recent releases of NetSuite API and Celigo is working on bringing you this feature as soon as possible. Do look out for an announcement via our release updates here.

As a work around, you can try creating a template and download the records by applying filters that mimic your saved search filters and import the records into your Excel worksheet.

You may see one of the following errors when there is an issue with Microsoft Excel, specifically when a CloudExtend's operation exceeds Excel's limitations. To view the list of Microsoft Excel limits, click here.

Ex: When you try to download a record that also includes a message field and the length of the message which is downloaded into an Excel cell is greater than Excel's specified limit '32,767 characters per cell', you will receive this error.

This happens rarely and can be solved by reloading the Add-in or by clearing cached content from the Internet Explorer browser.

Start by reloading the Add-in as shown below

Right click on the Add-in screen, you would see two options "Reload & View Source"

Click on Reload

Recommended Cache & Cookie Settings For CloudExtend Excel for NetSuite

If reloading the app still doesn't solve the issue, follow the steps given below to fix the issue:

Close the SmartClient for NetSuite Add-in

Open Internet Explorer on your PC

Clear browsing history and temporary internet files by following the instructions given here.

Also configure these

Note : Microsoft Add-Ins rely on Internet Explorer, not your default browser, for certain functions . It is important that you clear cache on Internet Explorer, not your default browser.

This happens rarely and can be solved by clearing cached content from Internet Explorer browser.

Please follow the steps given below to fix the issue:

Close the Add-in

Open Internet Explorer on your PC

Clear browsing history and temporary internet files by following the instructions given here.

Note : Microsoft Add-Ins rely on Internet Explorer, not your default browser, for certain functions . It is important that you clear cache on Internet Explorer, not your default browser.

Also see :

Recommended Cache & Cookie Settings For CloudExtend Excel

Permission rror while selecting picklist values in CloudExtend Excel for NetSuite

We observed this happening with certain Office365 accounts and have reported this to Microsoft Support. If you encounter such an issue, please ask your Office365 system administrator to report to Office support team for resolution.

Also see Recommended Cache & Cookie Settings For CloudExtend Excel for NetSuite Add-in

CloudExtend Excel for NetSuite uploads and download the records in batches of 50 at a time for upload and 25 for download. CloudExtend doesn't have a fixed ceiling on the number of records it could upload. If you try to upload 1000 records, CloudExtend will do so by picking up 50 records at a time.

NetSuite, however, has a 5MB limit on the total size of the request/response it will accept. This size would depend on a combination of factors: number of records in the batch (fixed at 50), Number of fields, and the contents of those fields. Sometimes even though the number of records uploaded/download are less, the Web Services request sent to NetSuite may cross 5MB,in such cases you will see this error "response stream exceeded limit of 5242880 bytes"

You can resolve this by decreasing the default upload/download batch size in CloudExtend by creating a custom record in NetSuite by following these steps

The below mentioned customization require a Custom Record that must be created manually in your NetSuite Account.

Please work with your NetSuite Administrator to create the Custom Record per the instructions below. Once the Custom Record is created you can add records to it that allow you to override certain default CloudExtend settings. Please note these settings are global and will affect all CloudExtend Excel for NetSuite users.

Follow the instructions below and reference this short video for detailed instructions on creating this Custom Record.

Create a SmartClient Setting Custom Record with following details.

We suggest you copy/paste the record and field names below as they must match exactly.

Record Name: Excel SmartClient Custom Settings

id: _celigo_sc_setting (You must include all the “_”’s. Please note NetSuite will automatically add the text ‘custom record’ in front of your field name. After the record is saved the Field Id will read as customrecord_celigo_sc_setting).

Include Name Field: true

Save your Custom Record and then add one field to it.

Field Name: SmartClient Setting

Id: _sc_setting_value (free-form text) (You must include all the “_”;s. Please note NetSuite will automatically add the text ‘custom record’ in front of your field name. After is saved the field id will read as customrecord_celigo_sc_setting).

Field Type = Free-Form Text

Once the record is created add the following values to a new record. Note, leaving a value empty will result in the SmartClient using default settings. The values below should be entered into the Record Name field and the field ‘SmartClient Setting’ will hold the actual values.

uploadBatchSize *

downloadPageSize *

refereshBatchSize *

deleteBatchSize *

treatWarningsAsErrors

*Celigo recommends that batch size value is above 10 and below 50 . A higher value of batch size may result in upload timeouts. Default batch sizes are 50.

Modifying the data operations batch sizes for CloudExtend Excel for NetSuite

The SmartClient uploads and download the records in batches of 50 at a time by default, however NetSuite administrators can change the default upload/download batch size of SmartClient by modifying the custom record created above.

Example: In order to override the Upload batch size

Create a customrecord_celigo_sc_setting with the name of the setting (uploadBatchSize)

Set the custrecord_sc_setting_value field value to the new value (the image below shows the value set at 25)

Configuring CloudExtend Excel for NetSuite to treat warnings as errors

When CloudExtend encounters a Warning from NetSuite (such as ‘Vendor Credit Limit exceeded)it performs the requested action and shows the warning in “Yellow” text in the reserved column. With this setting you can enable add-in to treat those warnings as errors and stop CloudExtend from performing the action. CloudExtend Excel for NetSuite will return an error in red text

Example: To treat warnings as errors do the following:

set the value of the customrecord_celigo_sc_setting with the name of the setting (treatWarningsAsErrors)

set the custrecord_sc_setting_value field value to TRUE per the image below.

For optimal performance of CloudExtend Excel for NetSuite Add-in, it is recommended that the Cache and Cookie settings are updated as given below.

For PC Users

These should be set in your Internet Explorer Browser (on PC) as Microsoft Excel Add-in uses Internet Explorer as the browser behind the scenes.

Cache Settings:

You can change your Cache settings by following the below steps . On your Internet Explorer,Open Internet Options,which should open a popup as below

Here click on "Settings" button(highlighted in red in above image), which should open another pop up as shown below

In the above window,Set "Notify me when a website cache or database exceeds" value to 250 MB.

SmartClient today caches a lot of Metadata from NetSuite including Standard and Custom Record Types, Record fields and pick lists in browser cache, so that we don't make a call to NetSuite every time you fetch this frequently used data. Celigo is continuously working to optimize this approach and the amount and of data we cache in your browser and will try to reduce this size requirement in future

Note : Some versions of Internet Explorer browsers does not have this option, in such a case you can ignore this setting

Cookie Settings

On your Internet Explorer,Open Internet Options,Privacy Tab, which should look like below

Here, click on the "Sites" button, which should open a window as shown below

Here you should find smartclient.io as Always Allow . If it is not the case, in the "Address of Website" text box, add https://smartclient.io and click “Allow” Button and Click OK. You will see a pop up as below

Now click on Advanced Button, it will open a pop up as below

Here ensure that, your settings match the ones as show above.

Accept First-party cookies,

Accept Third-party Cookies,

Check Always allow session cookies

Click OK in all popups and Login to CloudExtend Excel for NetSuite Add-in

If you still have an issue logging into CloudExtend, create a support ticket and Celigo Support rep will soon get back to you and help you with further troubleshooting the issue.

Here are the steps to sideload CloudExtend Excel Add-in on your Windows desktop

Step 1: Share a Folder

On the Windows computer where you want to host your add-in, go to the parent folder, or drive letter, and create a folder there.

Open the context menu for the newly created folder (right-click) and choose Properties.

Open the Sharing tab.

On the Choose people ... page, add yourself and and anyone else with whom you want to share your add-in. If they are all members of a security group, you can add the group. You will need at least Read/Write permission to the folder.

Choose Share > Done > Close

Step 2:Specify the shared folder as a trusted catalog

Open a new document in Excel

Choose the File tab, and then choose Options.

Choose Trust Center, and then choose the Trust Center Settings button.

Choose Trusted Add-in Catalogs.

In the Catalog Url box, enter the full network path to the shared folder catalog, and then choose Add Catalog.

Select the Show in Menu check box, and then choose OK.

Close the Office application so your changes will take effect

Step 3: Sideload your Add-in

Put the manifest file of any add-in that you are testing in the shared folder catalog. Note that you deploy the web application itself to a web server. Be sure to specify the URL in the SourceLocation element of the manifest file.

In Excel, select My Add-ins on the Insert tab of the ribbon.

Choose SHARED FOLDER at the top of the Office Add-ins dialog box.

Select the name of the add-in and choose OK to insert the add-in.

Single sign-on (SSO) allows users to go directly from an external user-authenticating application to NetSuite without having to separately log into NetSuite. This feature allows a one-way trust relationship to be established between the external application and NetSuite, so that after users present login credentials to the external application, they can gain access to NetSuite as well.

Currently CloudExtend Excel for NetSuite does not support login using SSO as it more of a hybrid user interface/machine to machine communications tool allowing for data to flow in the foreground and background. We are currently working to enhance the login process with Token Based Authentication (TBA)and this capability will be rolled out to Enterprise Edition customers soon. With TBA, enterprise licensed users will no longer be required to use their credentials to connect their NetSuite Account with SmartClient.

Recommended Process

We recommend the following process which maintains the SSO (and prevents username/password from being used) for any user logging in to www.netsuite.com while also preserving the machine to machine communications required by CloudExtend by allowing the user to use standard credentials securely.

Clone the role your NetSuite user would normally login under.

Remove the Single Sign On Requirement

Check off ‘Web Services Only’

If you want to use the CloudExtend Excel to update the price of an item(s) on a NetSuite record, the Picklist will not display a “Custom” value in the drop down list due to a NetSuite WebServices limitation. Tocustomize a price level do the following:

In the Item List: Price column, enter [[-1]] and enter in the Custom Rate in the Item List: Rate column. Click Update and then Insert/Update on the add-in toolbar. CloudExtend will then create or update that recordwith the Custom Price level.

Note: -1 is the NetSuite internal ID for Custom Price.

You will get all the Enterprise features for CloudExtend Excel for NetSuite listed here during your trial period. After your trial period is complete, you have an option to subscribe to Enterprise Edition and continue using those features or subscribe to Personal Edition with subset of features.

Note:

Trial period has a limitation on the number of records that can be uploaded at a time. Currently you can upload only 50 records at a time. You can always select another set of 50 records and continue the upload process.

You cannot move between Production & Sandbox accounts during trial period. Your access is restricted to the environment you selected while signing up for trial.

Why am I not able to change the NetSuite Production Account ID in my Personal Edition?

How do I change the status of my NetSuite production account from One world to non Oneworld account?

How do I change my connected NetSuite role in CloudExtend Excel for NetSuite?

How do I check the status of my subscription?

I have a problem manipulating data for a particular record type. What all record types does CloudExtend support?

What all field types does CloudExtend support in templates?

How do I locate my NetSuite Account ID?

How do I cancel my trial subscription of Personal Edition?

Why am I not able to change the NetSuite Production Account ID in my CloudExtend Excel for NetSuite PersonalEdition?

Your Personal Edition subscription is tied to your Email address and NetSuite Production Account ID. Once you subscribe with one NetSuite Production ID you will not be able to change it. However, if you have signed up with a wrong Production Account ID and want to change it, please create a support ticket at Celigo Support Site.

Note: Celigo does not encourage frequent modifications to the connected NetSuite ID.

How do I change the status of my NetSuite production account from OneWorld to non OneWorld account?

You can change from 'My Account' Setting in the menu. In Account Settings, click on 'Change Role' and you will be taken to a screen where you can update your OneWorld settings.

How do I change my connected NetSuite role in SmartClient for NetSuite?

Go to Account Settings menu and then change by clicking on the 'Change Role'.

How do I check the status of my subscription?

In the Account Setting Menu, click on 'View Subscription', which will open up your subscription status page.

What record types does CloudExtend Excel for NetSuite support ?

The SmartClient for NetSuite Office Add-in allows you to create, update, delete, search and retrieve records in NetSuite.If you are able to create, update, delete, search and retrieve a record in NetSuite, you should be able to do in SmartClient also. Currently SmartClient is able to support the records listed here.

The vast majority of record types in the list are already supported in CloudExtend. However, if you find that CloudExtend Excel for NetSuite does not yet expose a record type from the list above or you have aproblem manipulating data for a particular record type, please raise a support ticket with the following information:

Record type and fields from the record type you want to work with

NetSuite Account type: OneWorld or Non OneWorld.

Errors that you are experiencing

Whatfield types does CloudExtend support in templates?

CloudExtend supports all field types including freeform text, pick list and date time fields. While uploading data from Excel, you can use the default 'datetime' format as supported by Excel. Read-only fields cannot be updated using CloudExtend .

How do I locate my NetSuite Account ID?

In NetSuite, go to Support->Go to SuiteAnswers.

It will open a page that looks like this

In SuiteAnswers page, click on “Contact Support by Phone”. This opens a page where you can find your NetSuite Account ID as shown below

How do I cancel my trial or subscription to CloudExtend Excel for NetSuite Personal Edition?

You can cancel your Personal Edition subscription from the Add-in. From the left menu, navigate to the 'Account Settings' option. There, you will see the options as below:

Click “VIEW SUBSCRIPTION”, you will be taken to a page as shown in the following example:

At the end of the page, look for Timeline and you can see the 'Cancel Subscription' option there.

Click on 'Cancel Immediately' to cancel your trial. Your subscription will be cancelled and you will not be charged any more. NOTE: Subscription cancellations are not prorated.

Users can share the CloudExtend templates simply by sharing their Workbook with other users over an Email or in an Instant Messenger.

If as a NetSuite Admin, you want your licensed users to use a particular template for CloudExtend Excel data operations, follow these steps:

1) Load a template from CloudExtend task pane.

2) Change the header row names to reflect the NetSuite interface naming convention.

3) Save this file as an Excel Template.

4) Now place this template in a shared path accessible to all the licensed users in your organization

Licensed users would just need to download this template file, Save as an Excel Workbook ( Click here for instructions on how to save as an Excel Workbook) on their local systems. This file will have the CloudExtend embedded along with the template you wanted to share.

User can login using their credentials and start using the template.

In case there is a change in the template columns, update the Excel template file with new columns and place in the shared folders. Users can download this new template file and start working with the new CloudExtend template.

Before you manage your licenses, you need to login into Subscription Management Portal with your Microsoft Work or Personal Account.Learn more here

Admin Settingssection enables you to manage product licenses and product users. Two subsections are present: Manage Licenses, Manage Admin Users.

All your active subscriptions are displayed here. Click on “Manage Licenses” where enterprise admins can manage the NetSuite accounts to which to licensed users can connect to via CloudExtend Excel and alsoadd/remove licensed users.

Licence management portal : Video Walkthru

Here are the Steps to get started

1) Click on Manage Licenses to see all your Subscriptions

2) Navigate to Accounts to add your Production and Sandbox accounts.

3) Click on Licenses to add your enterprise users and enable them access to NetSuite accounts.

Accounts

This is the place where you add your Production and Sandbox accounts, once you add the accounts here, admins can assign these accounts to licensed users.

Add/Remove Licenses

This section provides subscription information such as plan name, activation status, renewal info and details of licenses. Licensed users are displayed in rows in this section.

To add a user, click Add User. To remove any user, press the ‘Delete’ button (Bin icon).Here admins need to add the NetSuite EmailId of the usersthey want to enable license.

Once the users are added, Click on (View) to assign account access to these users, as an admin you want to control which user gets access to which NetSuite accounts. You can assign Production and Sandbox accounts here. As per Enterprise license, each user can get access to 1 Production account and up to 9 Sandbox accounts.

Adding Admin Users

In this section, you can add additional users who can manage your enterprise licenses. Enter the email of the user you want to add and click ‘Add User’. The user is added to the list. To remove users, press the ‘Delete’ button (bin icon). Note that Super Admin Users, users on whose name the license is created cannot be deleted.

Note: This email Id has to be an office 365 ID or Microsoft ID

Also See:

License Management Portal Overview and Access

The license managementportal enables you to manage your CloudExtend Excel's subscription information such as payments/billing and also to manage your enterprise administration activities such as connected accounts, licensing and user management.

Access Portal

If you have purchased CloudExtend Excel from Celigo, the administration portal can be accessed from this URL.Here you are required to loginwith your Microsoft ID.

If your organization uses Office365 email service, you can use that Email ID to login to SmartClient.However, if your Email is not managed in Office 365, but is on Google Apps or some other service, you can create a Microsoft ID using your existing email ID. Click here to sign up for Microsoft Live ID and log intoportal.

Manage Enterprise Licenses and Administer Users

Click on Login with Microsoft Idbutton.The Celigo login page is displayed. Provide your credentials and sign in.

Subscription management portal has two main sections:

Subscriptions Management: To add and update payment, billing and subscription information

Admin Settings: To manage Connected NetSuite Accounts, User licenses and control admin users

Next :

Manage Payments, Billing and Subscriptions

Learn about what's new with CloudExtend Excel for NetSuite Add-in: Latest updates& planned releases

Latest Releases

Release Date

Key Features

Release Notes

13- Dec- 2017

Support dependent Custom Segments, new record type support and other bug fixes.

Read release notes

31- Oct -2017

Minor Bug fixes

Read release notes

27- Sep -2017

Added Support for Intercompany Journal Entry & Other bug fixes

Read release notes

24-Aug-2017

Support for Custom Segments, Create update records using ExternalId

Read release notes

31-Jul-2017

Support for Custom Forms, New record types,Stability enhancements

Read release notes

10-Jul-2017

Added support for Custom Transactions

Read releasenotes

30-May-2017

Login with NetSuite Credentials, License Management portal for Enterprise Subscriptions

Read release notes

11-Apr-2017

Template Enhancements, Support for WSDL -2016.2 and more

Read release notes

Upcoming Releases

Feature

Description

Status

SSO

Support for Single Sign on

Planned

License Management Portal Enhancements

Ability to login to license management portal with Google Login in addition to current Microsoft Login

Planned

SmartClient Reports

Ability to download saved search directly in to Excel sheet with out need for a SmartClient templates

Planned

1 Click access to record from Excel sheet

Hyperlink internal Id in SmartClient to NetSuite record url

Planned

Token based authentication

Ability to login using NetSuite access tokensinstead of credentials

Planned

Enhanced Admin Controls

Enable SmartClient Enterprise Edition admins to control how the licensedusers work with SmartClient.

Under Consideration

Inventory Detail Support

Work with inventory detail sub record from SmartClient for NetSuite

Under Consideration

Initialize a record from another record

Initialize operation to emulate the UI workflow by pre populating fields on transaction line items with values from a related record. Read morehere

Under Consideration

Request a New Feature:

Want us to add a new feature or prioritize a feature. Let us knowby posting in CloudExtend Excel for NetSuite Community here

Upcoming Releases

Feature

Description

Status

SSO

Support for Single Sign on

Planned

License Management Portal Enhancements

Ability to login to license management portal with Google Login in addition to current Microsoft Login

Planned

NetSuite Reports

Ability to download saved search directly in to Excel sheet with out need for a SmartClient templates

Planned

1 Click access to record from Excel sheet

Hyperlink internal Id in SmartClient to NetSuite record url

Planned

Token based authentication

Ability to login using NetSuite access tokensinstead of credentials

Planned

Enhanced Admin Controls

Enable CloudExtend Excel for NetSuite Enterprise Edition admins to control how the licensedusers work with CloudExtend.

Under Consideration

Inventory Detail Support

Work with inventory detail sub record from CloudExtend Excel for NetSuite

Under Consideration

Initialize a record from another record

Initialize operation to emulate the UI workflow by pre populating fields on transaction line items with values from a related record. Read morehere

Under Consideration

Request a New Feature:

Want us to add a new feature or prioritize a feature. Let us knowby posting in CloudExtend Excel for NetSuite Community here

Last Updated : 18 Dec 2017

With Aug’2017 release, CloudExtend Excel for NetSuite Enterprise/Personal Editions now support update and creation of records with Custom Segments.

Follow the instructions below and reference this short video for detailed process:

The first step to updating NetSuite records with Custom Segments from CloudExtend is to include the corresponding fields in your Templates. Typically fields can be added into your template by using the SmartClient task pane template builder however, due to a NetSuite limitation the Custom Segment fields will not appear in the template builder and need to be added directly to your table following the process below

Manually edit the SmartClient table in the excel sheet, and insert a column that will contain the Custom Segment values.

The field names in Row 2 can be changed to anything user friendly. Be creative, there is no relation between this name and the NetSuite mapping.

Edit the cell in Row 1 of the new Column to associate it with the desired Custom Segment’s Field ID* as shown below. Get a head start by copying the value from another field in Row 1 and then edit it to map to the Custom Segment’s internalID.

Note: Please keep the structure of the field mapping formula intact and replace only the field names as indicated below. Any incorrect change in the formula structure will remove the mapping between NetSuite field and Excel Column and will break the upload/download actions.

To determine the proper format for the Field ID above first determine if your Custom Segment is at the header level or the line level (if you reference your custom segment as a custom column, ie one for every row of a transaction, it is line level).

If at the line level then use this format in Row 1

(=T(N("JournalEntry.lineList.line.custcol.yoursgmentname)

To indicate it is a custom column field you must add the text custcol after line and before your custom segment field name.

Example: if you custom segment name was democustomsegm then the correct format would be

=T(N("JournalEntry.lineList.line.custcol_cseg_democustomsegm"))

If at the header level then use this format in Row 1

=T(N("JournalEntry.custbody_yoursegmentname"))

To indicate it is a custom body field you must add the text custbody after the record name and before your custom segment field name.

Example: If you custom segment name was democustomsegm then the correct format wouldbe=T(N("JournalEntry.custbody_cseg_democustomsegm"))

Example of Custom Column Segment Field Definition

Example of Custom Body Segment Field Definition

* TIP - to locate the Field ID of a header level field in NetSuite navigate to the record you are working with in NetSuite (Sales Order, Journal Entry, etc.) and click on the field name. The Field ID will be displayed at the bottom right.

If you don’t see Field ID’s you must enable ‘Show internaID’s in your NetSuite account.

Trial Subscribers:

Trial users when they signup for the first time will be able to chose between Production and Sandbox accounts and will have access to all the subsidiaries during trial period.

Personal Edition Subscribers

NetSuite OneWorld account users on Personal edition subscription will find a restriction on the subsidiaries’ data they will be able to access in CloudExtend Excel for NetSuite .

On signup, Personal Edition subscribers with NetSuite OneWorld would be required to chose their preferred subsidiary and they will be able to access/update data only from that preferred subsidiary .

Enterprise Edition Subscribers

Subsidiary related restrictions are not applicable for Enterprise Edition subscribers

Add Template

The first step is to create templates. Templates are records with a set of fields. Data is downloaded into templates, processed and saved for reuse. For example, an employee record with a set of fields such as name, date of joining, department, location etc. is what makes up a template. You can edit the template to add or remove fields. You can reuse templates to download the same data the next time, without having to recreate the same data set. Data in the templates can be kept in sync with the data in NetSuite.

this article

Templates can also be accessed from the Settings section.

Search Record types

While adding a new template,use the search option for quick record type selection. Select the Record and click Select Fields.

Next step is to select the Fields associated with the record. Once the field is selected, green tick mark appears. To remove the fields, click the red cross mark.

Enter a name for the template and Save.

Save and load. The template is loaded into the sheet where the mouse cursor is placed.

Note: Only one template can be loaded per sheet. When ever you load a template, CloudExtend will clear the content on the sheet and will then load the template.

From your list of templates page, the template can also be loaded using the ‘Play’ button. Pencil icon is to edit the template (to modify the field selections)

Once the template is loaded into the sheet, the blue outlines indicate the binding area separating the template from the rest of the worksheet. Apart from the selected fields, two additional fields/columns are created: one to track internal IDs and the other to track errors that may occur during the data operations.

Download Records

Data operations include: Download, Update, Delete, Refresh, Add rows.

To download records, click Download.

By default, records are downloaded in batches of fifty. You can also customize your update and download batch sizes, please see to learn more.

Filter Records

You can also apply filters to download specific data. You can add multiple rules. Select Apply Filter checkbox and download.

Update Records

After modifying the data, you upload data back to NetSuite source using the Update option.

Selected rows are updated. To update all rows in a single go, select the ‘All Rows’ checkbox before updating.

Error resolutions

Errors are color coded.

Refresh option

Refresh option removes the deleted records and clears the error colors. Refresh also keeps your Excel data in sync with NetSuite.

Working with saved searches

Saved search

Type into search bar

Select the record and click ‘Get Saved Searches’. List of saved searches from your NetSuite account are displayed.

CloudExtend Excel For NetSuite is a Microsoft Excel based add-in that enables you to pull NetSuite records into Microsoft Excel, perform data operations using native Excel capabilities and push the processed data back into NetSuite with a single click. CloudExtend Excel For NetSuite Add-in can be downloaded from the Microsoft Store and installed in excel workbook . CloudExtend Excel For NetSuite is displayed as a task pane add in the Excel Workbook. You will be required to sign in using your NetSuite credentials to start working with SmartClient .

Features

Templates are created in CloudExtend Excel For NetSuite to manage data operations. A template is a collection of fields from a record. A binding area separates the data from the Excel workspace. Templates are reusable. After creating a template, you can download the data, process the information, and update the information back into NetSuite. You can edit templates to add additional fields or remove existing fields. The template contains identifiers to include internal NetSuite IDs of the fields. An additional column is also created to identify, isolate and resolve errors. If data is deleted from the template, the same data is deleted from the NetSuite record. The data in the Excel Workbook and NetSuite are always kept in Sync. The deleted items are indicated by a strikethrough mark. NetSuite Saved Searches are also supported.

Excel SmartClient supports the following operations and features:

Download: Pull records from NetSuite into the Excel Workbook in batches

Update: Push back processed data back into NetSuite

Delete: Remove fields from the Workbook

Refresh: Keeps the Workbook data in sync with NetSuite

Menu : Manage templates, saved searches, switch between accounts, manage accounts

Video overview of Excel SmartClient for NetSuite: Office Add-in

Steps to install CloudExtend Excel For NetSuite Office-Add-in

CloudExtend Excel For NetSuiteis a Microsoft Excel based add-in that enables you to pull NetSuite records into Microsoft Excel, perform data operations using native Excel capabilities and push the processed data back into NetSuite with a single click.

CloudExtend Excel For NetSuite is available in the Microsoft Store. Install the add-in and see the task pane app appear in the Excel Workbook. The add-in is accessed from the Store at < link > or open an Excel Workbook and go to Insert > Add-ins. You canstart using CloudExtend Excel For NetSuite by signing up for a 14 day trial and login using your NetSuite credentials.

Follow this link for installation steps and getting started video

Connect to NetSuite

You need your NetSuite credentials to work with CloudExtend Excel For NetSuite.

Learn more

Next, select the Role andthe account andcreate a NetSuite connection.

Working with Subsidiaries -

After your trial is complete, based on your Subscription you will be asked to choose your default subsidiary. On Personal Edition, users can work with data only from Default subsidiary of the account you have chosen. You will be asked to choose your Subsidiary on first login after your Personal Edition subscription activation