Name: Integrating NetSuite and Spreadsheets
Uploaded: 2025-10-22T18:16:05.433Z
Duration: 1 h 1 min 16 s
Description: Integrating NetSuite and Spreadsheets

Transcript for "Integrating NetSuite and Spreadsheets": Hi, everybody. Welcome to our webinar. We're gonna give a few more seconds here, another minute for, folks to join, from around the world. Very glad you guys are here and, look forward to a good conversation. Okay. Let's go ahead and get started. I think we have critical mass here. So hi, everybody. Welcome to our webinar on the ins and outs of integrating NetSuite and spreadsheets. We're gonna be talking about how to integrate NetSuite with Excel and Google Sheets. This has been an incredibly popular topic, you know, because, of course, who doesn't love working in Excel? So, glad you all could join us. A couple housekeeping items. So first off, this session is being recorded. So we will send a recording of it afterwards for the registers the registrants. And also, the, if you have any questions, please ask it. You know, there's a q and a session, a tab on your, you know, on, you know, on the chat, on the side there that, you can have some interactive, conversations. We will be taking questions as we go along. There's a q and a section at the end. So, really appreciate. It always adds when people ask questions about what's going on. So I'm Rico Andrade. I had partnerships here at Celigo, and we have a a great team, that's gonna be presenting to you today, which we'll introduce. So we'll we'll do a quick introduction, then we're gonna jump into, working with Excel, both from the data side and from the recording side, with the demonstration in terms of, how to resolve some of these challenges. We're gonna have a few minutes on Google Sheets, and then we're gonna jump into a q and a. So this is a little bit different from, the typical, webinars that we do because, you know, most of you are probably familiar with Celigo, the core platform, you know, one of the largest and most important integration platforms in the world, where we connect, hundreds of thousands of applications, literally, you could, across all companies of all sizes. And, this one, is very specific to a very popular use case that is so popular we actually started a a sub brand, a a a division of the team called Cloud Extend that maybe not everyone is aware of. So Cloud Extend, is our division that focuses on, integrations to productivity tools. And so they have the most popular integration to the Microsoft three sixty five set of tools such as Excel, Outlook, SharePoint, calendar, as well as the Google workplace tools, such as, NetSuite too, Gmail, Google Calendar, and so on. So, with that, I will introduce you to Justine Berto from, the CloudExtend team. She had, sales, and has been a long time, Salegan and CloudExtend and, someone we love working with. So Justine, welcome aboard, and, I'll let you take it from here. Awesome. Thank you, Rico. It is great to be here. Let's do a quick start with who is CloudXpend and what do we do. So, at CloudXpend, our mission is pretty simple, integrate, automate, and extend. And we build these tools, like Rico said, that let business users work with their NetSuite data right where they already work, your inboxes and spreadsheets. And our focus today is on extend insights, which connects Excel directly to NetSuite and actually other systems also like Salesforce, HubSpot, or Google Analytics. But today, we'll focus on how you can integrate, automate, and share your NetSuite data seamlessly inside of your spreadsheets. So extend sync is our Outlook and Gmail integrations for the NetSuite CRM, and it really brings NetSuite into your inbox, allowing users to seamlessly connect email activity with the data that lives by the NetSuite. Right? So with Extensing, you can save emails, events, and attachments to NetSuite. You can create new NetSuite records. And, a new feature we just added is you can actually send Outlook emails directly from NetSuite, completely bypassing NetSuite's native email client while maintaining full visibility and tracking all the communication inside of NetSuite. So the power of Extending is that it really keeps your CRM up to date. Emails, meetings, and attachments are all saved to the right records as you work. So nothing slips to the crack. And then we just released a new product called Extendocs, which extends that automation even further by helping you store, organize, and manage files more intelligently. So Xtendocs automatically creates and links SharePoint or OneDrive folders to NetSuite records, giving you the centralized, scalable place to store documents without eating up NetSuite file cabinet storage. So this is a really cool new product. Let us know if you're interested in learning more. Okay. So here are just a few of our awesome customers from retail to manufacturing to services. These leading companies use Xtend Insights for Excel to simplify how they access and act on their NetSuite data. No exports, no scripts, just real time insights. So we love our customers, and we are global all around the world. Okay. So let's talk about working with our NetSuite data. So let's talk about the question we all get, why do we still need Excel? And, honestly, the truth is every department in your business touches NetSuite data, but may rely on Excel to make sense of that data. Right? So finance uses Excel for journal entries, reconciliations, income statements, and even Power BI reporting. Operation really depends on it for inventory analysis, pricing models, supply chain reporting. And then you have sales teams who might track performance, pipeline, and forecast. And then leadership consolidates everything into executive dashboards and board presentations. Excel remains the common language of analysis across all of these teams because it's flexible, it's powerful, and it's familiar. Most most people are familiar with with Excel. So let's talk about some challenges. Even with NetSuite strong reporting automation tool, Excel Excel still plays that critical role in daily operations. But here's the challenge. Right? It's connecting Excel to NetSuite isn't always seamless. The traditional export import process can be time consuming and error prone. And I find that a lot of teams face the same issues where data becomes static the moment it leaves NetSuite. There's no real time validation, so errors can slip through unnoticed. And by the time some of these reports are ready, the business has already moved on. So the problem isn't Excel itself. It's really the manual process of moving data in and out of NetSuite. And that back and forth really creates delays, data risk, and just general frustration for users who just wanna make decisions quickly and confidently. So let's take a closer look at the reality of how many teams work with NetSuite data today, whether this is for reporting and analysis or for data updates and maintenance. So on the left, you'll see the typical workflow for reporting analytics. You'll start by defining or customizing a safe search or a report inside of NetSuite, and then you'll export that data to a CSV or Excel file. Maybe you're gonna clean it, reformat it, merge it with other datasets, etcetera. Once the report is built, then each time you have to repeat this process to get the new data that's needed from NetSuite. So the challenge here is that the data becomes static the moment it it's exported, meaning there's no real time accuracy and analysts are constantly rebuilding reports and chasing down these updated numbers from NetSuite. Now on the right hand side, we see the same kind of repetitive cycle happening for data updates and maintenance. You'll export data that you need to change, think transactions, projects, journal entries, etcetera. You'll make edits manually in Excel, and then you'll re up those updates back to NetSuite using the CSV import tool. But if there's an error, maybe there's, like, a missing value or a formatting formatting issue or a permission restriction, the import's gonna fail. Then, again, reformat, fix, and try again. So it's really slow. It's error prone, and it's disconnected from Nextiva's live data. So let's talk about some considerations to make when deciding if you, you know, want to integrate NetSuite with Excel. I would say there's a few critical areas to evaluate and five important factors, include the ones listed here. So first and foremost, security. Right? Any integration needs to be secure and that does not exclude any integration between Excel and NetSuite. It's really important to fully respect NetSuite's role based permissions and governance, meaning users should only be able to access the data their NetSuite role allows, nothing more, nothing less. Bi directional functionality. Consider the direction of data flow. Some tools only allow data exports. So you can pull data from Nexi into Excel for reporting, but you can't write back. So having this bidirectional, sync is really, really important. So you would have, you know, the ability to export and the ability to import. Data quality is at the heart of any successful integration. So looking for a solution that validates data before it's sent to NetSuite, catching those errors, those missing fields, etcetera, early is super important. And ideally, the integration should also support custom fields and error reporting, giving users this visibility into exactly what went wrong and how to fix it. This really prevents that bad data from entering your sister system and it saves hours and hours of reworking that data. And then, of course, user adoption. Right? Even the most sophisticated integrations won't add value that's difficult to use. The key is making sure that any solution feels familiar and intuitive to end users, especially those who may be outside outside of IT. Excuse me. Integrations that live inside of Excel or align closely with existing workflows tend to have faster adoption rates. So a no code or a low code setup is really ideal, allowing users to get in quickly without needing this big technical expertise. And then last and, of course, not least, cost and scalability. Looking beyond initial licensing, think about, like, maintenance, upgrades, and IT dependencies. The best integrations are low maintenance, don't require all this custom coding, and can scale as your organization grows. So whether you're automating small business, finance tasks, for example, or maybe you're syncing thousands of records across entities, the integration really should handle both efficiently and cost effectively effectively. So now that we've covered what makes a great Excel to NetSuite integration, let's look at how Xtend Insights can bring all of that to life. So what is Xtend Insights for Excel? So extend insights is our Excel integration built for NetSuite users, and there's really two feature sets here. The first is it allows you to bypass CSV imports completely, bypass the UI. You can create, edit, delete, and refresh NetSuite records directly from Excel. The second feature set is you can also schedule your saved searches to refresh on a reoccurring basis, maybe every morning at 6AM, maybe every hour, or simply with the click of a button and then you can analyze that data in Excel or you can also connect it to something like Power BI. So how does how does all of this work? So one of the best things about Excel Insights is that you you don't have to really learn a new system. Right? Because you're doing everything inside of Excel. So the process is pretty simple. You start in Excel. You use the CloudXpendant add in, which Kevin will show in a second, to connect to NetSuite. Then you can pull this live data directly from NetSuite into your spreadsheet. You can work in Excel just like you normally would. You can filter, analyze, pivot, you know, model your data. And then when you're done, you can write your changes back to NetSuite instantly. Everything's validated, accurate, and secure. Or if you're using Excel for reporting, you could take it a step further, connect to a workbook connect that workbook to Power BI or other analytics tools to create your dashboards and visualizations that update automatically with this live NetSuite data. So whether you're updating or analyzing it, everything really starts and ends ends in Excel. So no exports, no manual import, and no disconnected files. It's super, super simple. So I just wanna cover a few advanced use cases, and then we'll dive into, into the demonstration. So what I find is once our customers master the basics, pulling the data and writing back to NetSuite, XtendInsight really shines in these, advanced use cases, we call them. So finance teams can now use it for driver based and rolling forecast, connecting live NetSuite data directly to their Excel models, for example. Analysts can blend and transform data using Power Query, joining multiple safe searches or external sources for richer reporting. For global orgs, XtendInsight can automate, like, multi entity and multicurrency consolidations. And then finally, you can use it for mass data maintenance. Large scale updates, cleanups, that's a big one. You know, journal entries. The list really goes on and on. So in short, it really gives flexibility to analyze, forecast, and manage data all in Excel, all in real time. And before I hand it over to Kevin, here are just a few customer highlights. Island Restaurants automated reporting and gained a more detailed view of their data. Mackenzie Childs freed up nearly a thousand hours a year by eliminating their manual exports. I love I love their use cases there. And you can see a few others here on the screen. But we're really excited about how our customers are using these Excel applications every day to to make their life a lot easier and and save a ton of time. So with that, I will introduce my awesome solution consultant, Kevin to the stage, and he'll be going through some demos. If you have any questions, feel free to put them in the QA, and we'll get to them at the end. Thank you. Awesome. Hey. Thanks, Justine. So before I actually get into the demonstration for the Excel integration into NetSuite, I do wanna showcase how you can install it directly from the Office Store. So let me do this. Let me share my screen. Okay. And bear with me. The screen is populating. Some technical difficulties right now. Okay. Perfect. Alright. So as you can see my Excel screen here, so the Excel integration for NetSuite or Xtend Insight is actually a integration that, is available within the Office Store. So the benefit of that is that you can actually install it on your desktop as well as your Excel online, either or. And it also works on both Mac and PC. So the way it works here when it comes to installing it, and I'll showcase this really quickly. If I go into add ins, you can go into more add ins here. And when you're gonna do that, when you do search for the office add in name, just search for Xtend Insights. And once you click on that, it's gonna give you option to click on add. And for me, I already have it, so I'm a click on open. And once it's open, it's gonna live on the data ribbon. And under the data ribbon, it's gonna say open extend insights. So once I click on this, this is gonna populate on the right hand side. And the cool thing about this solution is it authenticates with either Microsoft or Google. So once you authenticate, you can actually log in with your NetSuite credentials. Or if your organization is set up on SSO, you can log in with your IDP as well too. And once you have logged in and authenticate with Microsoft or Google and logged in with your NetSuite credentials, the cool thing about this too is that it will, remember your session. So every single time when you open the add in, it will also remember your session. So you don't constantly have to log into the Xtend Insight integration itself. So for today, for our webinar today, I'm actually go through our data source for NetSuite. As you can see, we do have other data sources that we do support. But for this, I'm gonna click on NetSuite. And, you can see right here in this Landing Page, there's actually two tabs. The first tab is gonna be the Data Management and I'll talk about that first and do some demonstrations to show you how this is how this works. And the other one is analytics. So this one is gonna be more or less, in regards to your reporting as well as leveraging safe searches in NetSuite, so you can import your data from NetSuite into Excel. Alright. So for data management, when it comes to these two buttons or these, these options within the landing page, I'm gonna select create new records. Both of these options will actually walk you through a three step process on how to build a template for the particular object or record type that you wanna work with. So, when I click on create new records, you can see the first step is to choose that record type. So here, if I were to choose journal, you can see it actually brings back other record types for journal entry. But for demo purposes, I'm gonna select this journal entry record type here. And, it's going to bring me into the second step. So, the second step is actually where you will insert the fields that you would need to build out your table or your template for the Journal Entry Record Type. And in order for you to add these fields, I'm going to go into NetSuite really quickly to show you some of the fields that I have within my Test Drive environment. So here on my journal entry form, you can see that there's some required fields like currency and subsidiary, as well as exchange rate and date. So, when you do build out your template inside of XtendInsight's data management, you do want to add in all of the required fields into the template. And when you do search for the field names, you do wanna make sure that you click on the label and it's gonna return the field ID so that you can actually search for transaction date rather than just the, the label update itself. So now that we have have a better understanding of how to find the fields within the the form itself, let's go back into Xtend Insights and we're gonna add all those fields. So here, when I search for Tran, you can see it returns Transaction ID or Transaction Date. I'm actually gonna select both of them. And if you remember, we do have Subsidiary as well as Currency as the required fields. So I'm gonna add those as well. And then I'm also gonna add in memo. So memo is actually one of the fields I have in my body of the journal entry form. I'm actually gonna select this rather than the line list memo. So this line list memo field is actually in reference to the Lineless Memo inside of my journal entry form. So you do wanna make sure that you select the correct one. But for for this instance and my demonstration, I'm a select demo, for select the Header Memo field itself. So now that I have everything selected at the header level, I'm going to just search for line level fields and once I type in line list colon, you can see that I can select account, debit and credit, which is your standard fields. And then, on top of that, we do support custom fields too. So if you do type out the the label of the custom field itself, you can search for that within our list here. And there is one more field I do want to select and that's going to be a one of the Classification fields department. And this is actually gonna be a really good use case for some of the pain points, very common pain points that you might have when using the the native NetSuite UI. And I'll showcase how you can actually leverage Xtend Insight's data management to make it a lot more efficient and make your upload a lot quicker. So now that we have all the fields, I'm going to click on Add Fields. And then, the way it's structured, it's structured where I have all of my header fields first. And then afterwards, this is going to be the line level fields within the latter section of the template. You can always rearrange this, but it's recommended to keep it in this sections so that you know where the header level is as well as where the line level is as well. Alright. So I'm a click on continue. Click on yes. And as you can see, it loads the template onto one of my excel sheets here. And if you do wanna save this, you can save it to your, Extend Insight session. And, if you want to share it within your organization, that's actually a key benefit and feature of the Xtend Insights. Select this and it will share it amongst everyone that has a Xtend Insights license as well as the Microsoft license within your domain. So now that I have everything there, I'm gonna click on Save. And it's gonna save my template into my Extended Site session itself. So right before I jump into demonstrating how you can create your records, edit your records, or even throwing back some error messages from NetSuite, I do wanna talk a little bit more about the, layout of the template. So, as you can see, this is gonna be my header level and this is gonna be my line level itself. But in column b, this is actually reserved specifically for the record internal ID of the journal. So if you plan on creating a brand new journal entry record or multiple journal journal entry records, you can leave column b column b blank. And when you do an upload, NetSuite will recognize you're trying to do an upload through Celigo, and it's gonna generate the internal ID in column b for you. But if you do wanna edit existing records, this is where you insert your internal IDs here in column b, and it's gonna allow you to map the data and map the changes back to that particular record itself. And then when it comes to subsidiary, currency, and department, those are list field types. And then when it comes to those list field types, there's drop down values associated with it. So let's just say if I go to subsidiary, there's this button that says sell operations. So if I were to click on that, it's gonna give me a list of all of my subsidiaries. Or better yet, if I want to type ahead inside of the cell, let's just say I type out alpha. You can see that when I type alpha, it also, appended division onto the subsidiary name as well. And it's also included the internal ID seven for alpha division. And I know that's the internal ID because it adds the double brackets around it, and that's a way for validation. So that basically, it ensures that when you do an upload, it you're uploading all the appropriate drop down values based off the subsidiary or currency and department. You could also upload the, the internal ID as such by, adding the double brackets around it. And if you do so, it's gonna recognize the the value that you're trying to upload into NetSuite. Alright. So that's the, basically, the overview of the layout of the template itself. Let's transition into this tab, right here. So this tab, for demo purposes, I already have some data for my journal entry, but I do wanna talk about the data that I have here. So before I click on this upload to NetSuite button, you can see that my header level, I repeated it throughout the rows. And the reason why I repeat the header level fields with its value is basically to match the number of lines I have within the first journal entry upload that I want to upload. And you can see in the memo column right here, that's why I have the memo field on the template. I added Test One for the first 40 rows of the journal entry upload. And then the next, 40 rows is gonna be Test Two. As long as you have a differentiating value within the body fields, the system will recognize that and it will generate two different internal IDs for its independent record that you're trying to upload. And it's not just for memo fields. You can upload, any different body header level fields or any differentiating values for any of the body fields, and it'll recognize that. And it'll generate two different internal IDs in column b when you do an upload. Alright. So, that is basically how you would enter your data into the journal entry template. Just go to the right hand side to upload to NetSuite and when I click on this, it's going to give me an option to select, records with the selected rows. So for instance, if I selected the first 40 rows and enable this option here, it's going to only upload those rows that I've selected. But if I have this turned off, let's just say, in this case, I have roughly about seven, journal entries that I wanna upload into NetSuite, as you can see within the memo. Then it's gonna upload all seven journal entries into NetSuite. So let's have a take a look at that. So let me click on upload records here. And you can see it's gathering some information. And once it's completed and make it makes it call back into NetSuite, NetSuite will recognize the call and it will return the internal ID in column b throughout all of the journal entries that I have on this template. And bear in mind, this is my test drive environment, so it does run a little bit slower in comparison to your production and sandbox. But once it recognized the upload, it's you can see that the internal ID will return back in green in column b. And give it a sec here. And once this is uploaded, we're gonna go into NetSuite to show you that the journal entry has been uploaded. And we're gonna take a little look a little bit look at the the audit trail just to make sure that the journal entry has been uploaded. Alright. So now it's reading row a three to l 40. So it's recognizing that first, journal entry upload, and you can see the internal ID has been returned for the first 40 rows. So after it uploads that first 40 rows, it's gonna go into the next journal entry to do the upload, as you can see here. And once everything is completed, I'm actually gonna use that internal ID to return the transaction ID and any other other fields that are missing from within this journal entry. I can return that back by doing a refresh or a get. So it basically returns the value back into the the template here. And once I return the transaction ID, I'm actually gonna use that to go into NetSuite and run a global search for that particular journal entry transaction ID to make sure that the upload has been successfully uploaded. And give it a few more seconds. It's roughly about 500 rows for the journal entry. And once you see everything completed, let's do this. Actually, let's go into NetSuite, and I'm a go into my list. And once I go into my list, I'm a search for that internal ID that I have uploaded already. So it is gonna be 120885. So I'm just gonna grab that, and I'm gonna go into NetSuite to search for it. Okay. I'm gonna copy this right here. Okay. One two zero eight eight five is right here, as you can see. So if I click on view, I can actually look for that journal entry itself and confirm that everything has been upload uploaded successfully to all of the fields within that journal itself. And give it a sec here. NetSuite's running a little bit slower. Alright. So perfect. So the subsidiary has been uploaded, the the posting period, as well as the date, as well as the memo field, as you can see, test one right here. And, also, if you do have a journal entry of pending approval status setting turned on, this all will also trigger that so that's gonna be in the pending approval status. And then from the line level, you could see the debit and credit has been uploaded. I'm also gonna showcase how you can update, the department class classification field within the line level. And we all know that particular pain point. Right? When it comes to uploading your column field, it does take a while within the u UI of your NetSuite. But using extend insight is gonna make a lot quicker for you. So here too, one thing before I showcase the other demonstration, I do wanna go into system information to show you the the audit trail. And bear with me here. Alright. So I think NetSuite's running a lot slower than I expected. So I'm just gonna go back in here, and I'm actually gonna upload the department for this particular journal entry by going to sell operations. And I'm a select admin, and I'm just gonna run it through all these rows right here. And that's gonna be the first 40 rows for test one memo. So once I have all that there, I'm gonna just do upload and I'm through a selected row. And I'm just gonna update the first journal entry within this template. Alright. So while that is uploading, I can go back into NetSuite and just refresh the journal entry to see if the department has been uploaded into that column itself. So bear one second. I think it's still loading. Okay. Let's just refresh again. And bear with me here. I think it's just taking a little bit longer because of my computer. Alright. Well, While this is loading, one thing I do wanna talk about when it comes to this journal entry use case, we know that when it comes to journal entries, you tend to do uploads reoccurring journal entries for your journal entry uploads. And when it comes to recurrent journal entries, using extend insight is a a great benefit. And the reason why I say that is because let's just say all of the data that you have in the accounts, debit, and credit are all the same. Right? And if you do wanna do a reoccurring, all you need to do is clear out the internal ID and the transaction date. And once you clear that out and do an upload again, NetSuite will generate a brand new internal ID and also the new date based off of today's date. And once you do that, it's also going to create a new brand new journal entry for the reoccurring journal entries that you need to upload. But let me just refresh NetSuite one more time. I think it's still loading and thinking. But as you can see, it actually successfully uploaded using the department as admin in the line level. And bear with me here. I think my NetSuite is just really slow. Alright. Perfect. So here, you can see the department column here has been updated with admin. And if you go into system admin under system notes, it's also gonna show you where that update has been changed. And with our solution, we actually use SOAP Web Services. And we're eventually going to transition into the new API. But at the moment, before NetSuite deprecates SOAP Web Services, we're still gonna be using SOAP Web Services for the the communication between Excel and NetSuite. Alright. So now that that is completed, one last thing I do wanna note though is that there is real time error resolutions too. So let's just say, for the credit, I'm a change the last number to 8. And when I try to do an upload with that, it's also going to throw back an error message and prevent you from uploading it because of the imbalance of the journal. So let me just select that again and do an upload selected. And if it is error, it's gonna show in column a, and it's gonna let you know, hey. You can't upload this. And it's gonna tell you in red saying that the the journal entry itself is in balance. So once I do an upload, you're gonna see in just a sec when it comes to the reserve column. And after I've completed this demonstration, I'm gonna transition over into, the analytics integration itself and talk a little bit more about that. Alright. So now while we're waiting for that perfect. Alright. So as you can see right here, the amount in the journal entry is not balanced. And that's a very, key benefit because you don't wanna upload your data into NetSuite using a integration without knowing that, there's gonna be any kind of errors, error barriers, or real time error resolutions. So as you can see, when I do an upload and change the credit, it will return an error message saying that this is not balanced. It will also return warning messages in yellow as well. So if there are any warning messages, it will let you know in yellow to let you know what you need to do to correct it. But, usually, it's the error message that returns back in red that you have to correct the infraction. Okay. Perfect. So now I'm gonna transition over into the analytics. And just for demo purposes, I already have a set of data for the analytics. But when it comes to using analytics, we actually download your safe searches because we're using the safe search API to return the data from NetSuite into Excel. But if I were to click on add search, this is where you can search, for the safe search ID or the safe search name. So in this case, if I search for sales order or you know what? Let me do this. Let me search for customers, And it's gonna return a list of saved searches based off of that name. So in this case, let me select this. Click on add. Click next. So this next step right here is actually the main benefit and, key benefit of using analytics. So when it comes to the schedule, you can actually apply schedule whether every hour, every week, or every month. This will refresh your data inside of Excel so you don't constantly have to download the same export of saved searches every single time. And when you do that natively in NetSuite, you have to export individual CSV imports into into Excel. Whereas within analytics, you can download everything within one Excel file, put a schedule using analytics, and once the schedule runs, it will actually, append any data or remove any data from the safe search, based off of what it what it has natively inside of the safe search of NetSuite. So here, I'm gonna click on skip. I'm gonna click on create. And in just a sec, you're gonna see that it's gonna download the the safe search data, the results from NetSuite into Excel. And the difference between analytics and the download directly from the data management is that with analytics, it just downloads the copy and the results of the safe search itself. It doesn't download the metadata associated with with all of the drop down values. But if you were to retrieve the metadata, then I would recommend using data management to download your data. But when downloading with analytics, it downloads much, much faster. So if you want to do reporting and you wanna have your data download much faster, then I would recommend using analytics for that purpose. So now you can see that I downloaded roughly about 900 rows fairly quickly. Let me actually transition into my other file where I have some sales data. I'm not gonna save this. Perfect. So this is going to be the sales data that I have right here with all the objects that I need to relate to build the demo that I need within Power BI. But let me just go over really quickly. I have the customer, the employee, subsidiary leads, inventory items, sales order class, and GL accounts. All of this is already associated to my extend insights. So when I do open up extend and insights, it's gonna recognize this. And if there are any schedules associated with it, you can see that it was updated three hours ago. Then that schedule will run-in the background. It ran at eight 8AM, roughly about three hours ago. And it will update the information within the safe search table so that within this particular file, if I had it connected to any other, business intelligent tools, it will also update those BI tools as well. So this demonstration I wanna showcase with Analytics, and having it presented in in Power BI is to show you how you can actually get use this file as your data source. So in order for you to use this file as a data source, make sure you save this to your SharePoint OneDrive account. And once you save it to the cloud, you're gonna go to file, go to info. And once you're in info, you're gonna copy the path of the the file itself. And once I copy the path, then that's where I can go into Power BI and insert my path into Power BI so I can actually retrieve it and start working on building my dashboard out. So if I were to go and get data and go to from lab, this is where I'll insert the the link or the path from my data source. And give it a sec here. I think Power BI is thinking right now. Perfect. So once I inserted that path from my data source, clear out the n where it has the Excel format, click okay. It's gonna bring me into the navigator screen, but for demo purposes, I'm checking on time just to make sure that we have available time for our other demonstrations. I'm just close out of that. I'm a open up my other dashboard right here. So this right here, this is my sales dashboard for all of my NetSuite data. If I have the analytics data downloaded as my data source and I connected this, to Power BI using my data source as such, anytime data, the analytics refreshes on the schedule, it will also refresh my data here so that I will have up to date information and up to date data for all of my cards, my visuals, my bar charts, and my slicers right here. And one additional thing I do wanna show is also how to add this into NetSuite so you can actually see this as a dashboard inside of NetSuite as well too. So let me go into my dashboard in NetSuite, and you're gonna see that there is a custom portal in my main page right here here. And within NetSuite, let's just say, you wanna see everything directly within the NetSuite environment. Under this webinar 2025 custom portlet, be my sales, dashboard inside of NetSuite as well too. So give it a sec here. I think it just needs to refresh. But in order for you to add that, dashboard, you just have to go into the script of, deployment record type. And under the script deployment, you can add in the embedded link directly from, directly from Power BI. And in order for you to find that, you're gonna go to embed right embed reports right here, and it's gonna give you an option to publish to the web. And once you publish to the web, you're gonna see this particular URL right here. Add this into the script deployment record, and then you can basically name it how you like. Also, add in how big of a how big of a, Power BI dashboard that you wanna expose within that suite. But you can see right here, it's exposing and you can see Power BI loading in the background right here. And the cool thing is once you have this inside of your dashboard, you can still use all the filters and the drill throughs, and that's the one big key benefit of using the script deployment record. And if anyone wants to deploy directly within NetSuite, we do have this in our article, and we actually go back a few pages here. Alright. Perfect. So you can see all of my metrics has been loaded from my sales dashboard, and you can see how beneficial it'll be to use analytics to download the data and then present it in Power BI. So that concludes my demonstration for the analytics integration for NetSuite. I'm a hand it over to Rico, and he's gonna, talk a little bit more about the next demonstration. Thank you. Hey, Calvin. Thanks. We're actually gonna quickly we have a lot of questions coming in. So before we hand over to Rico and Nate, we're just gonna answer a few of them that I, wasn't able to answer, and then we'll hand it on over. And any questions we don't get to, we'll certainly reach out, after after the the webinar. Kevin, we had somebody ask, will this work if I use a helper macro? And it looks like Kevin froze there. So I'll have to get back to him on that one because I I know you could use macros. I'm not a 100% sure about a helper macro. So we can get back from you, really. Kevin? Yeah. So there's macros. We do support it as well. Okay. Awesome. You might wanna turn your camera off, Kevin, because your VAM list is not so great. Bear with me here. Give me one second. Oh. Yeah. Alright. We'll take Yeah. Two more questions. And what's the other question? Yep. So another one, Kevin. Can a single Excel workbook have multiple data connections? One for Salesforce and NetSuite as an example. Mhmm. Great. Yeah. Every every data source that you saw when I did my demonstration will be available. Okay. Awesome. Let's take one more, and then we'll hand it over to Rico and Nate. Bear with me. I entered a bunch of these. Few more popping in. There's a lot of questions on restrictions. Sorry. What was it? Restrictions on on, being able to import and being able to create restrictions. Correct me if I'm wrong, but it's all based on the role, that they're logging in with that will handle all the restrictions. Correct? Correct. Yeah. So when you log in with your network credentials, your admin gives you the permissions that allows you to log in to integrations like ours. So you can actually protect it from the admin standpoint. Okay. Cool. Alright. Awesome. Lots more questions came in. We'll get to you guys as soon as possible. Rico, I'll hand it over to you to talk about Google Sheets. Okay. Thank you, guys. We will try to go back to q and a, after this, but let's just spend a couple minutes, talking about Google Sheets because that's a really popular one. We really have, like, several dozen questions here, so very excited about the engagement. But, yeah. So, that's the introduction to CloudExtend. Of course, there's the Outlook, Gmail, and so on, other applications. But you can also, use Celigo to do spreadsheet integration. It doesn't have all the prebuilt functionality that, CodEx then has with Excel. But, we wanna show an example here with the Google Sheets, with, Nate Bryan, our solution consultant. Nate, take it away. Yep. Thanks, Rico. Let me share my screen and we'll we'll jump into it. Great. So, you know, this is Celigo integration platform, which I'm sure many of you are familiar with. Now this will be just a short quick overview specifically around Google Sheets. There's lots of features and connectivity and and, use cases that this Celigo platform can be used for. You can see here on my home screen that these, these squares here called integration tiles, they can be divided into any number of business processes you're trying to automate. So, you know, what's great about this Celigo platform is it's really it's application agnostic. So you can connect any data source, to any other, do transformations, along the way. You have the error management built in. So there's lots of great features, but I'll specifically kinda focus on on the Google Sheets portion. Right? So, we can also do the same thing with Excel. Right? But it's really just dependent on what your organization needs to do. So if I come into this, business intelligence tile here, you can see here I've I've further organized my flows. Right? The flows are what get built on the integration platform to actually move the data. Specifically around Google Sheets, we have a great template in our marketplace that I've just downloaded, which really gives you the the steps that you would need to quickly build an integration flow. So this is how the template comes. I have on the on the export side, the ability to read data out of a spreadsheet, and then on the right hand side, the ability to to add, the data from a new source and a pin to the rows. So this is Google Sheets to Google Sheets. So why is this template useful? So what I do is I download this template and I take components of it, and build the flow that I need. So common, me, right, is you have your data existing in NetSuite. You have Google Sheets, and you need your finance team or your any other team marketing to to work on this data. They use Google Sheets or Excel to manipulate the data, create reporting, generate insights. So they need to get that data out. So this is an example of extracting data out of NetSuite. Like I mentioned before, what's great about this legal platform is there's multiple ways to connect, to other applications. But specifically around NetSuite, you could use JDBC connector, you can export safe searches, you can do real time, listeners, SuiteQL. Right? Kind of the full suite of different options to extract your data out of NetSuite, using our our NetSuite connector. And then, this is that step that I showed earlier where I've taken I'm pushing that data into my Google Sheets to be used by finance. So, these flows can be run on a schedule or real time. So based on how frequently I may need my team to be working, I could come into your here and say, hey. I need to extract the safe search every two hours, or maybe I need to go down to every 15, on a certain cadence so that when my team is working in BlueJeans, they know they have the existing data. When you're building these flows, what's great about Celigo is it's very data forward. So I can come in here, select my connection to NetSuite, determine what safe search in this case is the is the form I'm using, and I can immediately start previewing that live data out of of NetSuite. So I say, hey. This safe search is the data that my finance team needs, my marketing, my sales team, and I know that I'm extracting the right data. And then I can deliver that very easily using the step in into, Google Sheets in this case. So when I come in here, I'm able to simply provide the, the spreadsheet ID that is gonna be the the Google Sheets, ID where my team is working, and it'll start populating that data. Even can through our template, gather the column headers that are relevant. And then once you have that data, you can simply map it over into the the columns that you need using the simple mapping table here. So this is using, the column IDs that it retrieved from the Google Sheets, and I'm mapping it to my NetSuite data. Again, very data forward where I can preview it to make sure that this is my data that's coming out of my safe search and these are the columns that are gonna come into my my Google Sheet, to work. So this is a a pretty simple example where I'm just extracting data so that teams can start using it immediately. When what's also a nice thing about Zaligo is it it it can go beyond just the simple extraction use case. So actually using that same, Google Sheet, I've I've dumps this data out for the finance team to work on it. They can come in here. They can add their own notes in another column where maybe they're going through these customer deposits, same saying they need to confirm with the customer or they need to, no notes are needed or need to address the billing address. Right? Normal things that people are working in in Google Sheets for. Right? Manipulating data, adding notes, really as the productivity app. With Celigo, you can build more advanced workflows. Right? So now I'm I'm going the reverse direction back into NetSuite. So I'm reading the data from my spreadsheet using that template and step that I grab from marketplace. I'm doing transformations along the way, and then I can build, you know, branching into the platform, into the platform flow. So I can based off of some logic, I can say, hey. If customer, data is validated, I'm gonna go update the invoice back into in NetSuite with the notes from finance and memo field. Or if I need to, you know, do something else where there's no customer assigned to this deposit, I can actually manipulate the NetSuite data as well and then go back and update the sheet. So the real difference here with this this Allego flows is is oftentimes, Google Sheets excel, they're used being used as kind of ad hoc data storage. It's a place where, employees, team members are working, manipulating data, doing their day to day jobs. But ultimately, that does need to end up back in the ERP. So when you use this course legal integration platform, you can take those ad hoc data sources and connect them back into the ERP, but also build advanced logic. So branching like I'm showing here, transformations, you can build validation functions where I can say, hey. I need to check to make sure that, it needs this finance rule like a a an invoice of a certain size needs to be have a comment from finance. And that's where the error management comes in. So you can see here in this one, I have an example of of errors. So I've I've been able to push back 12 records, but I've created a validation rule here where I can come here and quickly say, hey. This deposit's too large. This is a message generated by the flow. We need finance to review this. So rather than just blindly extracting that data out of of, Google Sheets, which really doesn't have any validation rules, I'm building in that validation within my integration solution. So here's that, here's that data that's coming out of Google Sheets, and I can say and here's the message that I had generated through my validation rules. What's great about their management here is that this error management is built in automatically to platform. So this doesn't require, a a user to come in here and add this. What all I've added here is a is a validation rule myself where I say, hey. I wanna check to make sure that if an invoice is over a certain amount and finance hasn't put anything in this column, that I wanna throw an error. And so users of the platform can then be notified via email that an error has occurred. They can come in here, adjust the data, or go back to the original source and make the correction. And the next time this flow runs, it will it will actually resolve these errors as well. So these errors are a real time snapshot of of what's happening with your data. So this is just a quick example of of what you can do with the platform. There's so much more. This is specifically on Google Sheets, but definitely check out our builders hub, our other webinars. There's tons of content. But in the interest of time, I'll I'll pass it back over to you. Yeah. Thank you so much, Nate. We have so many questions coming in. I appreciate that you're doing the job quickly here. So we're gonna actually finish with a a few more, few more questions. So if I could get Justine and Kevin back out. And just to close out two quick reminders, for those of you near Atlanta, we have the connected roadshow, the final one of the year, coming up on November 5. We can share a link here so that you can join, and we also have several, upcoming webinars that you can get, at saligo.com/webinars. Lots of AI webinars, EDI, and the next, integration in and out of NetSuite integration is gonna be in BigCommerce in just a couple weeks, November 6, and Advanced Salesforce and, HubSpot. So for the rest of the time, let's just, keep hitting these questions here, and, it's all yours, Justine. Awesome. Thanks, Rico. Somebody had asked if you can share how we can use SuiteQL directly with your connector, and I'm excited to say that we're gonna be releasing this functionality in the next month. So currently, it's only safe searches, but we will be releasing this ability in the next few weeks. So that is coming. Somebody had asked Kevin when uploading records, will the customizations be triggering? Yes. It will trigger. And one thing to note though is that you do have that set up. You do need to have it execute through web services at the moment, but you just wanna make sure you could find the context that you wanna trigger and it's gonna trigger through the upload through Xtend Insights. Great. And, Kevin, we had a lot of questions on if, this will work with income statements. I did share an article that was created, that that shows them do that. But can you just talk a little bit about that use case? Yeah. So that use case is a very common one, and a lot of people would like to rebuild their income statement in Excel. Right? So once you have that in Excel, you're using analytics, to download your safe searches, which which primarily is the GL account data as well as the transactions associated with it. And once you have that information, then that's where you can kind of reformat it to however you like. And what you mentioned earlier too when it comes to SuiteQL, that's actually gonna be an added benefit, for income statement, because it's gonna run differently and it's not gonna leverage safe searches. You can actually query those particular GL account information directly into the cell of the Excel sheets, and it's just gonna run a lot lot more efficient for for for the income statement itself. Kevin, here's a question that came in that I was not able to answer. Can you create your own custom journal entry ID? In terms of maybe you need some more elaboration there. Okay. We can take offline. Yeah. We can take that offline. Okay. No worries. Somebody had asked if we have a free trial and, absolutely, we have a free trial. Super easy. It takes fifteen minutes to set up, and, we can definitely reach out and get you started with that. We answered the helper macro question, prescription questions. Let's see. I'm trying to find what else was not asked. Somebody had asked a great question about templates. Can you create templates that remember which fields you need when creating journal entries or other records? Great question and the answer is yes. For the data management tool for creating and editing records, you would create your templates based on the record you wanna work with. You add your add your fields in that are in line level and then you save that. You can even share those templates out with other people in the organization who have products then so they don't have to rebuild them. So great question there. Somebody asked if you can confirm if this works with custom fields. The answer is yes. Kevin, I need your help answering one question that somebody had asked about, if we support all the NetSuite record types. I had mentioned we support about 95% of them, but there's some we don't support. If you can elaborate on that. Yeah. It's really based off of the schema. And because we're using the sub web services at the moment, we have to follow what is available through the schema, listing. And once it does transition over to the rest API, I think that's gonna be actually exposed a lot more in terms of the record type that we can build on our solution. But at the moment, you're correct. It's roughly about 95% of the record types that we do support through the schema itself. Okay. Perfect. I think that's all the questions. There's one that just came in, or two more. Is this included in this legal Salesforce connector that we already have? No. It's a separate application. But, you can, reach out to the team here to, discuss how to add it. The Google Sheets, can be done with IO, but, yeah, not quite extend. Yep. Correct. And then we did have a great question that just came in. Do you support budget record and access to custom segments? Kevin, I'll give you that one. So, yeah, let me answer this in two parts. So budget record, if you plan on having it, through the data management to make adjustments to it, Yes. We do support the budget record type. We do also, support custom segments if you do have that on your transactions or any of your record types that you have. And then on top of the budget, if you were to build a budget versus actual, so when it comes to that, we're waiting for the SweetQL to come out and then that's where we can leverage SweetQL to build out the budget versus actual. And the reason why I say that is because through the budget safe searches, it gives you a accumulated amount or total. It doesn't give you a monthly period, which is gonna be difficult for you to build out a budget versus actual if you don't have that information. Okay. But like Justin said, once it comes out in a few a couple weeks, we can actually build that and you can test that out as well too. Okay. Alright. We gotta close it here. We're out of time. We'll follow-up with everybody on those questions. Thank you so much, Justine, Kevin, Nate, for the time. Thank you everybody for dropping in. Look forward to seeing you on the next one. And, yeah. We'll we'll go from there. Thanks, Adam. Day.