One click access to your NetSuite data from within Microsoft Excel®. Retrieve, update, add and delete NetSuite data in real-time through a simple user interface.

One click access to your NetSuite data from within Microsoft Excel®. Retrieve, update, add and delete NetSuite data in real-time through a simple user interface.

Use Excel to Update NetSuite in Real-Time

Celigo CloudExtend Excel for NetSuite (formerly Celigo SmartClient) provides a seamless integration between Microsoft Excel and NetSuite, allowing users to access and change NetSuite data directly from within Excel in real-time, and with no programming knowledge whatsoever.


Many NetSuite customers use Microsoft Excel on a daily basis to accomplish tasks such as adding or editing expense reports, updating item pricing, importing leads or reclassifying invoices .

  • Do you want “one click” access to live NetSuite data for reports or charts?
  • Are you working with many different record types, even custom records?
  • Have you ever wanted to use mass updates for transaction records?
  • Would you prefer to use Excel formulas to calculate price changes for Items?

These are just a few of the many challenges the CloudExtend Excel for NetSuite overcomes.

Key Benefits

Works The Way You Do

CloudExtend Excel enables you to take advantage of Excel formulas, formatting, and macros, and reduce the need to use CSV imports or mass updates in NetSuite. Your business can continue using Excel for complex workflow and established business processes, while taking advantage of constant, real-time connectivity with NetSuite.

  • Real-time NetSuite Access
  • Increased Productivity
  • Immediate Feedback
  • Use Established Excel Processes
  • Works on PC & Mac
Safe & Secure

CloudExtend Excel for NetSuite uses the NetSuite roles and permissions you already have in place, so there’s no need to worry about unwanted access to sensitive information, or accidental changes to production data. And because NetSuite roles use default forms for viewing and editing records, the CloudExtend maintains your form and field restrictions.

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

Saves Money & Time

 You can double or triple productivity, and reduce costs dramatically with CloudExtend Excel for NetSuite.
 

Local or NetSuite Saved Search Results

CloudExtend Excel can access NetSuite Saved Searches you’ve already built, or use search templates that you can build in minutes. Once the results are pulled in to Excel, updating a cell, row, or column of data takes seconds.

Data Validation

CloudExtend Excel uses templates to show only the fields you want to see, and enforces the field type values that NetSuite is using, whether they are drop-down lists, date/time values, or free-form text.  Building a template takes just minutes, and they can be reused to show results for different searches.

Mass Updates Now Easier Than Ever

Retrieve a specific set of records based on desired criteria; make mass changes to these records using Excel; and update these records in NetSuite with a click of a button. This even applies to transactions such as sales orders. You’ll receive immediate, actionable error and warning messages.

Built-In Support for Excel Formulas

CloudExtend Excel supports standard Excel formulas within template fields. When you load your NetSuite data using CloudExtend , Excel formulas automatically adjust field values. Imagine having a few thousand records in a search result load in Excel and have a price update already calculated, or a free-form text field value already present.

Supports Most Versions of Excel

CloudExtend Excel for NetSuite supported on 

  • Excel 2016+ on Windows
  • Excel 2016 for Mac
  • Excel Online

Celigo is pioneering the future of application integration with a diehard team. Our core mission is simple: to enable independent applications to work together as one.

With over 900 customers, Celigo is your one-stop shop for all of your NetSuite product and solution needs. With over 900 customers, Celigo is your one-stop shop for all of your NetSuite product and solution needs. 

Ratings & Reviews

4.8
3 stars
0% 0 reviews
2 stars
0% 0 reviews
1 star
0% 0 reviews
Based on 30 Reviews

Most Helpful Reviews

|

Excellent tool for data entry

We are getting orders from our retailers in various formats that never match NS CSV import. Celigo is a very powerful tool to get all the data together and import it in one go. We have been able to save half a position in our order-take team and we are just starting to discover the capabilities of this powerful tool.

Was this review helpful?

|

Vice President of Information Technology

Our company processes thousands of vendor bills each month and we needed a way to get this information into the system easily and effectively, Celigo’s Excel SmartClient was exactly what we were looking for. Importing our bills directly into Netsuite using SmartClient saves us hours of manual processing time each month.

Was this review helpful?

|

Great value, great company

SmartClient provides excellent value by allowing us to upload data types for which Netsuite does not provide import capabilities. It makes data cleanup, migration and maintenance easy by allowing us to work in a familiar Excel environment. Furthermore, Celigo has some of the best support I've ever dealt with. They even provided a bug fix on Christmas day allowing me to make a deadline I otherwise would have missed!

Was this review helpful?

|

Safe and powerfull way to manage your data

Celigo’s SmartClient enabled us to update our data in an easy and risk free way. The simplicity and effectiveness of the SmartClient allowed us to work with our data in a way that would have been impossible without it. After a few weeks of use, it has already become such an integral part of our daily Netsuite routine that it is hard to imagine how we could have worked without it

Was this review helpful?

|

Powerful

We found the SmartClient to be an extremely powerful tool for migrating record types where netsuite currently does not support a method to import. It also provided a large degree of flexibility that csv imports lacked. In addition, being able to create templates within the SmartClient allowed use a single template to export data from multiple systems in a consistent and uniform format.

Was this review helpful?

|

VP

“The Celigo Smart Client provided us with ability to import thousands of item records, store categories, images and detail descriptions including HTML code into NetSuite. We were able to customize the tool to allow us to take a manufacturer’s monthly price list and import it into NetSuite via an automated routine saving us not only hundreds of man hours but allowing us to expand our product listings, accuracy and the timeliness by which we can now react to price changes both on the purchase and retail side of our business. Celigo’s support was outstanding and truly went the extra mile to make sure their tool stayed current even as NetSuite changed revisions or we needed additional custom functionality”

Was this review helpful?

|

Celigo Excel SmartClient

Without Celigo's Smart Client we would have to waste so much time doing tasks that with the smartclient it only takes us 30 seconds for. We use it for inventory Adjustments, Sales creations, employee creation and so much more. Love it!

Was this review helpful?

|

A helpful part of our toolkit

The Celigo Excel SmartClient allows us to import transactions into NetSuite that aren't supported by CSV imports. We use it extensively during our PI to upload inventory adjustments in bulk. We also used it to bulk fulfill orders that needed special filtering and settings at the point of fulfillment that couldn't be accommodated with the Fulfill Orders functionality out of the box. It's a great alternative to manual entry for us.

Was this review helpful?

|

it simply works

It performs as it says. We have used for three years. Easy to use. It simply works!

Was this review helpful?

|

Celigo Partnership Well Worth It

We are very impressed with the Celigo SmartClient Excel feature. It has helped our business by allowing us to edit transactions and items in bulk and not be constrained by the NetSuite interface. We do not have the resources to develop custom coding for every possible scenario so SmartClient helps fill the gap. All in all the partnership with Celigo has been well worth it!

Was this review helpful?

|

SmartClient

This is a very convenient and user friendly tool to upload data and saves time for us.

Was this review helpful?

|

Saved us so much time

Has multiple subs. Without SmartClient, it would be extremely time consuming.

Was this review helpful?

|

SmartClient

Saves us countless hours with processing journal entries every month. Prior to SmartClient, we have no ablility to import journal entries quickly.

Was this review helpful?

|

SmartClient

Solved problematic process that we had within the business within NetSuite.

Was this review helpful?

|

Celigo SmartClient for NetSuite 2.3.2.6

Easy to use.

Was this review helpful?

|

Dirctor of Finance

SmartClient is an excellent tool to update data in NetSuite. Since it opens each record, then edits and saves, thus all data on the record is updated based on the scripts running on save.

Was this review helpful?

|

Good Program

Good program. Little tricky setting it up, but after that, very easy to use.

Was this review helpful?

|

Great Tool for Maintaining NS Records

Requires a bit of a learning curve for the average user, but it is an extremely useful tool and has saved us countless hours of updating records.

Was this review helpful?

|

Great Service and Product

Justine and her team were amazing to work with and have a really useful product. We're big fans and rely on the technology to save us hours a week on data processing.

Was this review helpful?

|

Celigo SmartClient for NetSuite - Amazing

This is hands down the most useful tool my team uses to date. I cannot imagine having to manually enter quote, part numbers, etc. into NetSuite. I love the simplicity of the excel based tool and use it daily.

Was this review helpful?

|

Celigo SmartClient for NetSuite 2.4.5.26 - Groupware

The integration of Celigo SmartClient for NetSuite is the best decision we could have made. I wouldn't want to do my job without it!

Was this review helpful?

|

T.KING Celigo Review

Have been very impressed with this product. Makes my Job way easier! Haven't run into any problems using Celigo.

Was this review helpful?

|

Celigo Review

Overall I am pleased with the way this has helped me with my work. I have had no big issues related to the product. I have found it easy to use and somewhat intuitive. Some fields, such as Customer Contact, have not worked, because it is unable to find matches that we have listed in NetSuite, however, I can't say that is a Celigo issue or just something internally we haven't set up properly.

My experience has been overall good.

Was this review helpful?

|

Very Useful Tool

Using Celigo has made changing groups of data easier in NetSuite. At times using CSV files to import certain fields can be annoying, but with Celigo it's way easier. It updates it on real time, so instead of flipping through a bunch of records in NetSuite, I can just use my keyboard the whole time and source through all the data in an excel sheet.

Was this review helpful?

|

Celigo SmartClient

This product is fairly easy to use. Minimal issues. Would recommend to other businesses.

Was this review helpful?