Prerequisites to CloudExtend Excel for NetSuite
- Excel 2016 (preferably with an Office 365 subscription) or Office.com
- Full Web Services permissions enabled for user role
- CloudExtend Excel for NetSuite bundle (ID: 246132) is now available publicly for all NetSuite users and can be installed in your accounts from here (requires NetSuite Admin). Enterprise Edition and Trial customers now can take advantage of CloudExtend bundle to download Summary Saved Searches and calculated fields while downloading saved searches as Raw Data from CloudExtend Excel App. Learn more here.
Note - if you don't have permissions to install Add-Ins from the Microsoft Office store share this article with your Office 365 Administrator.
Watch this video or follow the steps below
Step 1: Open Excel 2016 on your Mac/PC or Excel online at Office.com.
Step 2: Press Insert > My Add-ins and search for CloudExtend in the Store.
Step 3: Select the Add-in and click "Add" to install.