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ExtendInsights Reviews & Product Details

Exporting and transforming data for reporting and analysis can be such a tedious and manual process. It’s time to ditch the old processes and empower Excel to facilitate the export, merge, blend, analysis, and enrichment of your data for the easiest and most accurate reporting you’ve experienced with the help of ExtendInsights. ExtendInsights is a direct integration app between Excel and popular business data sources such as NetSuite, Salesforce, HubSpot, Chargebee, and Stripe that exports and combines data to automate reporting workflows. Export data to Excel with a single click, then refresh spreadsheet data automatically or on demand for to-the-moment reports and dashboards. ExtendInsights extends the value of the applications you already have, while letting teams work where they want. Key features: Visualize data using dynamic pivot tables and charts Share easy-to-consume reports Leverage data source security to keep data secured CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of manual work hours, significantly reduce data import times, and facilitate a 360-degree view of customer activity.

Product Website

Seller

CloudExtend by Celigo

Discussions

ExtendInsights Community

Overview by

Polly Willingham

Pricing

Pricing provided by ExtendInsights.

Enterprise

5 Per User

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ExtendInsights Integrations

(9)

Verified by ExtendInsights

ExtendInsights Media

ExtendInsights Demo - Capture the Right Data

Any reports built with ExtendInsights connections can be set up to run automatically. Or, refresh with one click for the most up-to-date information.

ExtendInsights Demo - Access and Edit Data Right in Excel

Stop waiting around to see if your CSV import or export failed or not. Instead, work right in Excel to perform data entry, updates, reporting, and analysis.

ExtendInsights Demo - See More Clearly What Your Data is Telling You

Easy-to-build and easy-to-refresh reporting means you have access to the right information at the right time to make the best business decisions possible.

ExtendInsights Overview Video

CloudExtend Overview Video

Islands Restaurants saves hours using CloudExtend's ExtendInsights

ClearStar seamlessly updates thousands of records every day using CloudExtend's ExtendInsights

Schylling uses CloudExtend's ExtendInsights to create journal entries and add efficiency back into the work day

Official Downloads

(2)

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For ClearStar, having ExtendInsights by CloudExtend is a game-changer

MacKenzie-Childs Uses ExtendInsights Excel Integration to Save 1,000 Hours/Year

Interactive Demo

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Try an interactive demo created by the software seller (right here on G2).

Try demo

ExtendInsights Reviews (10)

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Ramkumar N.

Salesforce Developer

Information Technology and Services

Enterprise (> 1000 emp.)

10/19/2023

"CloudExtend Excel facilitates leads enrichment and helps us validate customer records within seconds"

4.5/5

What do you like best about ExtendInsights?

* CloudExtend Excel platform is superb for enhancing sales opportunities since it effectively pushes new opportunities to our Salesforce platform.

* Various attributes such as stagging, leads ID, product pricing and expected delivery date can be synchronized in real-time through its seamless integration.

* Customer-centric procurements such as sales pipeline automation, performance analysis and other crucial data-driven decisions are accurate & consistent thanks to the data management features offered by CloudExtend Excel platform. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

* We have recently started using CloudExtend Excel for our data governance & validation requirements.

* It effectively integrates well with Salesforce platform and handles the evergrowing data management demands with ease.

* Overall, we are satisfied with the features offered by CloudExtend Excel platform for perfoming bulk data operations & extensive support offered to our custom objects in Salesforce platform. Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

* CloudExtend Excel offers plenty of automation features to formulate, validate and perfom in-depth analysis on our Salesforce data.

* Since we work on a collaborative organization with multiple teams, we had issues with data governance, access privileges & permission management. C;oudExtend Excel facilitates role-based permission management to control the user access privileges at granular levels.

* With few clicks, we can quickly load bulk customer data & carry out manipulations for leads enrichment & finding potential opportunities to improve sales.

* CloudExtend Excel ensures that the calculations we carry out as part of data validation are accurate & consistent throughout our end-to-end transactions.

* We can also generate consolidated views for multiple Salesforce datasets in a single window for analysing their intricate relationships with ease. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We’re so glad to hear about how ExtendInsights is benefitting your team! Be sure to check out our newest feature, AI Query Generator, that lets you craft natural language requests for the data you need and automatically translates those into SOQL queries.

Verified User in Education Management

Small-Business (50 or fewer emp.)

11/15/2022

"I highly recommend this tool"

5/5

What do you like best about ExtendInsights?

We've been using Celigo CloudExtend Excel for NetSuite for the last several months and it has streamlined many of our processes. Reports that used to take 2 hours are ready in less than 5 minutes. It's convenient to work in Excel without needing to switch to NetSuite, yet have the current NetSuite data at our fingertips. Their support is fantastic, their technical support personnel are knowledgeable and quick to respond, and their online resources for training are thorough and easy to use. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

Currently, the templates for accessing NetSuite data cannot be shared with other users in your organization, so when a group collaborates, each person has to re-create the process. I believe this is being fixed in their next release. Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

We don't need to re-create and email the same report each month. Reports can be set on a schedule, so once you have a working copy, it will automatically update. Spreadsheets containing the report can be shared with team members who don't use NetSuite. If there are suggested changes, it's a quick fix to the searches and a click of a button to update the report. Our team is using their time more efficiently. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We’re so happy to hear that ExtendInsights is saving time in your reporting processes. If you haven’t heard, we do now offer organization-wide template sharing! You can find articles in our Help Center or talk to your customer success manager for pointers and how-tos.

Verified User in Retail

Small-Business (50 or fewer emp.)

5/22/2022

"Netsuite CSV import is a distant memory"

5/5

What do you like best about ExtendInsights?

CloudExtend Excel Integration Apps are impressive. I’m thrilled to be able to build a real-time dashboard from NetSuite saved searches, and not have to worry about CSV imports any longer. That’s exactly what I was looking for when I watched my first CloudExtend demo. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

CloudExtend does not yet support creating transactions with serialized inventory. It's coming later in 2022 but I wish it was here now. Review collected by and hosted on G2.com.

Recommendations to others considering ExtendInsights:

What problems is ExtendInsights solving and how is that benefiting you?

Data entry time saving and real-time report updating. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We love that you don’t have to worry about CSV imports anymore! You’re correct: ExtendInsights now supports creating transactions with serialized inventory. If you need any help working through this, feel free to reach out to customer success via the in-app chat or the chat box on our Help Center site.

Andrew A.

Controller/ ERP Administrator

Mid-Market (51-1000 emp.)

4/3/2022

"Celigo CloudExtend"

3/5

What do you like best about ExtendInsights?

The functionality and integration with Oracle NetSuite is very user friendly. Creating templates from saved searches is very helpful too. There is a new "Burst" feature that updates data simultaneously which speeds up the import process. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

If you use the multi-bin feature in Oracle NetSuite, do not purchase this product. Cloud Extend does not support this feature yet and Celigo will set you up on their old soon to be depricated platform. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We’re happy to hear that you’re able to create templates from your saved searches and speed up your import processes. Our platform has been significantly upgraded in recent years, and we now support the multi-bin feature. If you need any help working through this, feel free to reach out to customer success via the in-app chat or the chat box on our Help Center site.

Jeanine S.

Systems Analyst

Mid-Market (51-1000 emp.)

8/30/2021

"Powerful Tool"

5/5

What do you like best about ExtendInsights?

I like the ease and efficiency of being able to update my NetSuite data without having to create a template in NetSuite, then create a CSV file and upload it, sometimes multiple times depending on the quality of the data. With this tool, I can pull my data in and immediately check it for accuracy and then run the update with instantaneous feedback on each record. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

The training could be more in-depth. It is such a powerful tool that you can change or remove large amounts of data without knowing how or why. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We’re so happy to hear how ExtendInsights is driving efficiency for you, especially with data uploads. Our training team has spent a lot of time over the last year revamping our training tools and resources. You can check out a bunch of new articles on our Help Center or talk to your customer success manager regarding getting access to the CloudExtend track on Celigo University. We’re here to help make sure you know everything you want to know about ExtendInsights.

Kerriann L.

Lead Inventory Planner

Small-Business (50 or fewer emp.)

2/16/2021

"Can't live without it"

5/5

What do you like best about ExtendInsights?

I've been using CloudExtend for the past 3-4 years and it is amazing. I live in Excel so being able to make updates to NetSuite without switching screens or creating a new .csv upload is so helpful and saves me an enormous amount of time. I feel more confident using CloudExtend than NetSuite's .csv uploader to update existing records and create new records. It's easier to use and more efficient. The support staff is also extremely helpful and I've worked with them throughout the years - shout out to Joseph G.! Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

Last I checked it's still not possible to update the base price on an Inventory Item record. Otherwise, no complaints! Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

I mainly use CloudExtend to update Inventory Item records. I work in e-commerce for a company with thousands of SKUs and new SKUs being added every day so there is a lot of mass updating that needs to happen. CloudExtend allows us to quickly and easily make changes, which saves us time and money. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Thanks for sharing your ExtendInsights experience! It’s great to hear how the app is making your processes so much easier and more efficient. ExtendInsights now supports updating the base price on an inventory item record. You can check out our Help Center articles or reach out to your customer success manager for more information if needed.

Jennifer S.

Accounting Manager

Enterprise (> 1000 emp.)

8/9/2021

"Love Celigo!"

5/5

What do you like best about ExtendInsights?

It is super fast and accurate or large reporting. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

Sometimes it just logs me out, and excel starts over, but not very often. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Thanks for the review—we love that you love ExtendInsights! If you’re still experiencing the spontaneous log-out issues, please let us know.

John S.

Sales

Mid-Market (51-1000 emp.)

12/21/2018

"Best app for Salesforce - ever."

5/5

What do you like best about ExtendInsights?

Ease of use and power of functionality, and the support team. We don't have a dedicated admin, and we've spent countless hours cleaning up our database and fixing errors. With this tool, I can export records, clean them, and import them in minutes as opposed to hours and days of fixing issues. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

The only ONLY issue I seem to have is uploading massive record counts and having issues with the records that are timing out the upload or causing it not to complete. Deeper looks into the data showed that there were errors in the data, but it still required some deeper looks. Review collected by and hosted on G2.com.

Recommendations to others considering ExtendInsights:

I wish I had this tool to start when I launched our org and we boostrapped our version of Salesforce for our orgs. We didn't use a high dollar consultant (frankly I don't know how any small business does) and this helps fix the oops that happen with users, and myself. Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

I am able to continue merging data, cleaning up old data, importing new records, and fixing issues for users who just don't seem to get how to fix their own! Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Best review - ever! We love that ExtendInsights is supercharging your Salesforce work and making things so much more efficient for your team. We’ve done some significant upgrades to the platform recently that should solve your time-out issues, but if you’re still experiencing issues, please let us know via the in-app chat or chat box on our Help Center.

Patricia B.

Salesforce System Adminstrator

Mid-Market (51-1000 emp.)

12/6/2018

"My very favorite time-saving device!"

5/5

What do you like best about ExtendInsights?

Once I get it figured out (I'm a slow learner) whatever I'm doing just takes moments and voila! the data is in Salesforce--or out of Salesforce in moments! I like the template creation as a way to standardize what I'm trying to do. I sometimes dread a coming excel process, but once I dive in with Cloud Extend (and figure out what I'm doing, all is good! Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

I have discovered bugs (which the Cloud Extend team seems grateful to learn about and fixes immediately) And sometimes I have an emergency and support is not always able to handle emergencies. They are apologetic and jump right it to fix or help. And I realize that not many support teams out there are able to handle an emergency. Sometimes the filters are awkward and you have to do something SQL-like. (They always help me if my project needs some SQL logic. Review collected by and hosted on G2.com.

Recommendations to others considering ExtendInsights:

Try it you'll like it!! Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

Putting products into Salesforce (Products and Pricebooks) is a breeze. Especially adding to the second Price book. I clean up my storage easily by deleting items and it handles the quantity delete beautifully. Of course any import or export. It has helped me with my fear of importing. As I get more familiar, it looks like I'll be able to do more excel related things. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Yes! We love hearing how much time ExtendInsights is saving for our users! Thanks for pointing out bugs too—we do our best to find them all before they get to you, but if one slips through, we want to fix it as soon as possible. Since you mentioned SQL, we recently launched a new AI Query Generator that lets you enter natural language requests and translates them to SOQL. If you want some additional pointers on using the new AI Query Generator, drop us a note in the in-app chat or chat box on our Help Center.

Erin R.

Marketing Specialist & Project Coordinator

Small-Business (50 or fewer emp.)

10/16/2018

"Such a time-saver!"

5/5

What do you like best about ExtendInsights?

The overall functionality of being able to save so much time when updating large amounts of Salesforce date. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

I don't use it enough ;-) I am certain that I could be using it more in my day to day work and plan to explore options for this soon. Review collected by and hosted on G2.com.

Recommendations to others considering ExtendInsights:

This is a highly recommended product. It will save you so much time and make keeping your Salesforce data updated so much easier. Review collected by and hosted on G2.com.

What problems is ExtendInsights solving and how is that benefiting you?

This makes me so much more efficient as our company's Salesforce admin. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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It’s great to hear that ExtendInsights is making your Salesforce experience so much more efficient. If you’re still looking for pointers on other ways to use ExtendInsights to make your day easier, head over to our Help Center or ask your customer success manager how to access the CloudExtend track on Celigo University. You’ll be head of the class in no time!