Celigo CloudExtend for NetSuite: Simplified Email & Excel Integration

In an era of relentless digital transformation, integrating everyday tools with your ERP system is the key to unlocking operational efficiency and data accuracy. Email and Excel are indispensable for daily communications and data analysis, yet when they operate in silos from systems like NetSuite, manual work, data inconsistencies, and inefficiencies quickly accumulate. Celigo CloudExtend bridges this gap—empowering your teams to automate routine tasks, maintain a 360-degree view of customer activity, and make faster, more informed decisions without leaving the familiar environments of Gmail, Outlook, or Excel.

What is Celigo CloudExtend?

Celigo CloudExtend is a suite of innovative, user-friendly applications engineered to integrate NetSuite with your most-used productivity tools. It seamlessly connects NetSuite with email platforms and spreadsheets, automating the flow of information so that every communication, event, and record is synchronized in real time. As an independent brand within the Celigo family—a leader in the iPaaS space—CloudExtend leverages Celigo’s expansive resources (including integrator.io) while operating with the agility of a niche provider.

Key highlights of CloudExtend include:

• Global Reach: Trusted by over 30,000 users in 60 countries.
• Agile and Resource-Rich: Benefits from the backing of Celigo’s corporate resources, while maintaining flexibility in business and engineering processes.
• Global Presence: Headquartered in Redwood Shores, CA, with offices in Connecticut and Hyderabad, India.
• Empowerment through Automation: Helps eliminate hundreds of manual work hours, significantly reduces data import times, and provides a comprehensive, real-time view of customer activity.

How Is CloudExtend Different from Celigo integrator.io?

While both CloudExtend and Celigo integrator.io are integral parts of the Celigo ecosystem, they serve distinct roles:

• Celigo integrator.io is a robust, enterprise-grade iPaaS designed for complex, multi-system integrations. It offers advanced customization through scripting and API management, making it ideal for intricate workflows that span multiple applications.
• CloudExtend focuses on integrating everyday productivity tools—email and Excel—with NetSuite. Its out-of-the-box, no-code solutions are designed for end-users, streamlining processes and minimizing reliance on IT support.

This differentiation ensures that whether your need is for comprehensive, customized NetSuite integration using Celigo or rapid deployment of everyday workflow enhancements, Celigo has a solution tailored to your business requirements.

Celigo CloudExtend Products

Celigo CloudExtend offers two primary products that revolutionize how you interact with NetSuite:

ExtendInsights

ExtendInsights transforms Excel into a dynamic reporting and analytics platform by connecting it directly to NetSuite and other business data sources.

• Integrate and Enrich Data:
  • Connect with popular platforms such as NetSuite, Salesforce, HubSpot, Stripe, Google Analytics, and Chargebee.
  • Seamlessly import, merge, and analyze data—all within Excel.
• Advanced Reporting:
  • Build interactive dashboards and reports using Excel and Power BI.
  • Refresh data automatically or on demand for real-time decision-making.
• Enhanced Productivity:
  • Bypass cumbersome native reporting tools.
  • Leverage pre-built templates that drastically reduce manual entry and error.

ExtendSync

ExtendSync brings the power of NetSuite directly into your email environment by integrating with both Outlook and Gmail.

• Automated Email and Event Syncing:
  • Automatically attach emails, calendar events, and files to NetSuite records.
  • Update contact records in NetSuite without leaving your inbox.
• Streamlined CRM Management:
  • Quickly create, edit, and manage customer records as communications occur.
  • Ensure that all important interactions are recorded and easily accessible.
• Unified Communication:
  • Eliminate data silos by linking your email, calendar, and file storage directly to NetSuite.
  • Achieve a consistent and complete view of customer activities.

CloudExtend Integration Solutions for NetSuite

Celigo CloudExtend offers targeted solutions that seamlessly integrate NetSuite with the tools your teams use every day. Whether it’s harnessing the power of Excel for dynamic reporting or streamlining CRM updates directly from your email inbox, CloudExtend’s solutions are designed to eliminate manual processes and improve accuracy.

Celigo Cloud Extend for NetSuite Excel Integration

With ExtendInsights, CloudExtend empowers your teams to fully leverage Excel for comprehensive reporting and data analysis. This solution is built to transform Excel from a static spreadsheet into a dynamic, real-time reporting tool that is tightly connected to NetSuite.

One-Step Data Import:
Easily export hundreds of different NetSuite record types—such as vendor bills, sales orders, and invoices—directly into Excel. This direct connection means you can start analyzing data immediately without the hassle of cumbersome CSV exports or manual imports.

Automated and Bulk Updates:
Once data is in Excel, ExtendInsights allows you to make bulk changes and push these updates back to NetSuite with a two-way sync. Whether you’re updating financial entries or adjusting inventory data, you can process up to 10,000 lines per transaction. This automation drastically reduces the time spent on manual data entry and minimizes the risk of human error.

Dynamic Reporting and Visualization:
Utilize Excel’s native analytical tools alongside Power BI to build interactive dashboards and reports. These dynamic visualizations offer deep insights into key performance indicators, enabling your team to make informed strategic decisions quickly.

Real-Time Accuracy:
By refreshing data automatically on a set schedule—or on demand—you ensure that every report reflects the most current data from NetSuite. This real-time synchronization is critical for accurate forecasting and reliable decision-making, eliminating the outdated data issues that can plague manual processes.

Celigo Cloud Extend for NetSuite Email Integration

CloudExtend’s email integration, known as ExtendSync, is designed to bring the power of NetSuite directly into your email environment. Tailored for both Microsoft Outlook and Google Workspace, this solution ensures that all your communications are captured and linked to the appropriate NetSuite records, enhancing visibility and streamlining CRM management.

1. Celigo CloudExtend Outlook Integration with NetSuite

For users who rely on Microsoft Outlook, the CloudExtend Outlook integration provides a seamless bridge between your inbox and NetSuite. This solution automatically synchronizes your emails, calendar events, and file attachments with your ERP system, ensuring that every interaction is recorded and accessible.

• Automated Email Syncing:
  Outlook messages are automatically linked to corresponding NetSuite records using customizable rules, ensuring that your communication history is always complete without manual intervention.

• Bi-Directional Calendar Sync:
  Calendar events in Outlook are mirrored in NetSuite, so changes to meetings or appointments are reflected across both systems, keeping schedules aligned and reducing the risk of missed events.

• Attachment and File Management:
  With native integration to OneDrive and SharePoint, you can link documents directly to NetSuite records. This not only optimizes storage by reducing redundant uploads but also makes important files easily accessible when needed.

• Streamlined Contact Management:
  Create or update NetSuite contact records directly from Outlook, ensuring that your CRM data stays current and eliminating the need to duplicate efforts across platforms.

2. Celigo CloudExtend Gmail Integration with NetSuite

For organizations using Google Workspace, CloudExtend’s Gmail integration delivers similar benefits tailored to the Google ecosystem. This solution brings NetSuite functionality right into your Gmail, Google Calendar, and Google Drive, ensuring seamless synchronization of all critical communications and scheduling data.

• Seamless Email Capture:
  Gmail messages are automatically synchronized with NetSuite, capturing vital email threads and ensuring that all customer interactions are documented in your CRM.

• Bi-Directional Calendar Integration:
  Google Calendar events are automatically updated in NetSuite, keeping your team’s schedule current and reducing the risk of conflicts or missed meetings.

• Attachment Linking:
  Easily link files stored in Google Drive directly to NetSuite records. This integration not only saves valuable NetSuite storage space but also streamlines document management by centralizing files within the cloud.

• Effortless Record Updates:
  Users can create, update, or delete contact records and event details directly from Gmail, ensuring that the information in NetSuite remains accurate without the need for manual data transfers.

By integrating these everyday tools with NetSuite , Celigo CloudExtend eliminates the need for manual data entry, reduces errors, and provides a comprehensive view of business operations. Whether you are updating financial data in Excel or capturing critical communications through your email, CloudExtend delivers a seamless experience that enhances productivity and supports smarter decision-making.

Celigo vs. CloudExtend for NetSuite Email & Excel Integration

Though both solutions stem from the Celigo family, their focus and implementation differ significantly:

For organizations seeking to optimize everyday workflows—especially within email and Excel—CloudExtend offers a straightforward, cost-effective approach that complements the more complex integrations provided by Celigo’s integrator.io.

Celigo CloudExtend Pricing

CloudExtend offers flexible pricing models designed to fit organizations of all sizes. Its per-user licensing ensures that you only pay for what you need, with scalable options that grow alongside your business.

Pricing Highlights:

• Starter Plans: Ideal for small teams looking to implement basic email and Excel integrations with NetSuite.
• Enterprise Plans: Tailored for larger organizations that require advanced automation, bulk data management, and in-depth reporting.
• Free Trial: A 4-day trial is available, providing full access to training, support, and documentation so you can evaluate the solution risk-free.

Celigo CloudExtend Support

Robust support is key to a successful integration. CloudExtend provides:

• Dedicated Customer Support: Accessible via chat, email, and phone to address any issues promptly.
• Extensive Knowledge Base: Detailed guides, tutorials, and FAQs to facilitate self-service learning.
• Onboarding and Training: Personalized sessions, webinars, and in-depth tutorials to ensure smooth implementation.
• Community Engagement: Active forums for peer-to-peer assistance and best practices sharing.

Why Choose ERP Peers for CloudExtend Integration?

ERP Peers is a certified Celigo partner with extensive experience in deploying CloudExtend integrations. We understand the technical nuances of connecting your everyday productivity tools with NetSuite, and our tailored approach ensures a seamless, efficient deployment that reduces manual tasks and improves data accuracy.

Beyond implementation, ERP Peers serves as your strategic partner, providing ongoing support and optimization to maximize operational benefits. Our dedicated, hands-on approach helps drive efficiency and informed decision-making, empowering your organization to achieve sustainable growth.

Conclusion

Celigo CloudExtend transforms how organizations interact with NetSuite by seamlessly integrating essential productivity tools like email and Excel. By automating data flow and synchronizing communication, CloudExtend empowers teams to focus on strategic decision-making rather than manual tasks. Whether through ExtendSync for streamlined email management or ExtendInsights for robust Excel reporting, CloudExtend delivers a single source of truth and operational excellence.

Discover how CloudExtend can drive efficiency and foster growth in your organization. Schedule a demo today or contact ERP Peers to learn more about a tailored CloudExtend solution.