ExtendInsights Data Connector for Excel

Excel Integration to Directly Visualize, Report, and Writeback Data  

ExtendInsights is the leading Excel integration app for exporting and transforming data from NetSuite, Salesforce, HubSpot, Google Analytics, Chargebee, Stripe and more. Empower Excel to facilitate the export, merge, blend, analysis, and enrichment of data for easy, accurate reporting and agile decision-making. ExtendInsights also facilitates creating new and updating existing NetSuite and Salesforce data in Excel, and even uploading thousands of records at once with real-time data validation that ensures data integrity.

ExtendInsights gives your business the power to extend the value of the solution your team is already frequently working in: Microsoft Excel. Say goodbye to the long process of manual data exports for report compilation, 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.

LEVERAGE DATA LIKE NEVER BEFORE:

ExtendInsights leverages the power of Excel to create greater insights via advanced graphs and charts powered by data from the sources you use most. Out-of-the-box reports enable rapid and easy consumption.

EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE:

ExtendInsights allows your business to increase the value of applications you already own, including NetSuite, Salesforce, HubSpot, Google Analytics, Chargebee, Stripe and more.

REDUCE MANUAL EFFORT / INCREASE AUTOMATION:

Eliminate time-consuming, repetitive tasks required to build reports. ExtendInsights can automatically pull refreshed data into reports, or users can refresh information on demand with a single click.

STAY SECURE:

CloudExtend is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected.

Key Features:

• Visualize data using dynamic pivot tables and charts.
• Share easy-to-consume reports
• Leverage native data source security to keep data secure
• Import NetSuite saved searches directly to Excel on-demand or on an automated schedule, with no CSV export required.
• Download and writeback data to NetSuite and Salesforce from Excel with a single click
• Real-time error messages and data validation ensure uploads complete correctly.

Prerequisites:

• Valid NetSuite, Salesforce, HubSpot, Google Analytics, Chargbee, and Stripe Production Account and active Microsoft 365 subscription.
• Enable Web Services permissions for all roles selected for ExtendInsights.
• Log in to ExtendInsights with existing data source Production Account credentials
• Compatible with both Windows and Mac.