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FAQ: Moving from CloudExtend Excel Custom Record to the CloudExtend Bundle
FAQ: Moving from CloudExtend Excel Custom Record to the CloudExtend Bundle

XLNS | Learn how to move your custom settings to the Celigo CloudExtend bundle

Updated over a week ago

Celigo's CloudExtend team has launched a managed NetSuite bundle that will receive updates over time. This bundle is meant to replace the older Custom Record that previously held custom settings.
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Prior to installing the new CloudExtend bundle, NetSuite Admins should do the following:

Delete the custom batch size record previous created manually
(your record likely had the ID of customrecord_celigo_sc_setting)

Step 1: Make note of (copy/paste, etc.) the values of the custom record previously created for batch size settings.

Step 2: Delete the custom record.

If you also used a custom metadata record delete it as well
(your record likely had the ID of customrecord_celigo_smartclient_meta)

Step 1: Make note of (copy/paste, etc.) the values of the custom record previously created for each metadata setting.

Step 2: Delete the custom record.

Next, install the CloudExtend Excel Data Management for NetSuite bundle (ID 248132) and populate the values for each field on the above records based on your previously saved values.

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