Celigo CloudExtend ExtendInsights for Excel

Use Excel to Update NetSuite in Real-Time

ExtendInsights gives your business the power to extend the value of the solutions your team is already frequently working in: Microsoft Excel.

Say goodbye to the long process of manual data exports for report compliation, and say hello to a solution for data reporting, visualization, editing, writeback, and analyzing all from the familiarity of Excel.

With ExtendInsights, your teams are empowered to save time and increase productivity by working where they already are.

Key Benefits

Import data from NetSuite, Salesforce, HubSpot, Google Analytics, Chargebee, and Stripe directly to Excel on-demand or on an automated schedule, with no CSV export required

Visualize data using dynamic pivot tables and charts.

Download and writeback data to NetSuite and Salesforce from Excel with a single click.

Real-time error messages and data visualization ensure uploads complete correctly.

Leverage native data source security to keep data secure.

Customer Quote

We needed the ability to download a quote from NetSuite into Excel and then update this quote back in NetSuite. Using the Celigo SmartClient, our reps are now able to accomplish this directly from within Excel with a click of a button to download and upload data. As a result, we were able to use our existing Excel models and integrate it with NetSuite's quotes without having to implement another custom solution. The tool is customizable enough so that it will continue to be useful as the company's needs change and grow, but simple enough so that training and downtime are minimal.

- Hal Evans, CTO, Imperial Finance & Trading

Save Time and Increase Productivity

Exporting and transforming data for reporting and uploading can be such a tedious and manual process. It's time to ditch the old processes and empower Excel to faciliate the export, merge, blend, analysis, and enrichment of your data for the easiest and most accurate reporting you've experienced with the help of ExtendInsights.

ExtendInsights is a direct integration app between Excel and popular data sources including NetSuite, Salesforce, HubSpot, Google Analytics, Chargebee, and Stripe that imports and combines data to automate reporting workflows. Import data with a single click, then refresh spreadsheet data automatically or on-demand for to-the-moment reports and dashboards. ExtendInsights extends the value of the applications you already have, while letting teams work where they want.