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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Mohsen M.

Financial Accountant

Mid-Market (51-1000 emp.)

4/29/2026

"Challenging Initial Setup for Complex Journal Entry Uploads"

2.5/5

What do you like best about ExtendInsights?

Once it’s set up correctly, it’s very easy to upload journal entries directly into our ERP, NetSuite. The product feels smooth and east to use once set up. It has integrated nicely with our ERP. The speed and reliability is nice. I am unsure of the pricing because I did not purchase it myself but I would guess the price matches the value and we get our moneys worth and ROI is good. It was very easy finding help and support for the product and onboarding was fairly smooth. I have not dabbled in the AI-powered capabilities or intelligence features yet so I can not speak to that. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

One thing that is difficult is initially setting up the product for journal entry uploads. This is especially true for complex uploads. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Thanks for your honest feedback—it helps us improve! We’d like a little more information on what you found difficult so we can be sure to address it going forward. Please look for an email from your customer success rep in the next few business days.

In the meantime, we offer free support via our in-app chat and support site, including specific articles to help you upload journal entries. Check out the one included here for some additional tips and tricks on uploading new journal entries.

See how ExtendInsights improved

Nishtha R.

Senior Accountant

Small-Business (50 or fewer emp.)

4/10/2026

"Effortless Bulk Entry Management with ExtendInsights"

4.5/5

What do you like best about ExtendInsights?

I like the simplicity of using ExtendInsights because it helps simplify our work. It's really useful for doing multiple things at one go instead of doing them repetitively. The most important or exciting thing about it is how it allows us to post bulk entries in NetSuite at the same time without issues, saving us a lot of time and effort. The feature I use the most is Celigo, which helps in posting a dump of entries every month or quarter very easily and effectively. Also, the setup was very easy with just one call for the demo where they explained how to operate it, and there have been no issues with using the application. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

I don't have any issue except for sometimes that it doesn't auto-populate the things from NetSuite because the software are aligned or integrated into each other. But other than that, this has been a very rare situation, maybe once or twice of me using it for almost two to three years. 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 much faster and easier your bulk uploads are using ExtendInsights directly in Excel. If you run into the auto-populate issue again, we’ve always got our support team standing by to help for free. Simply click the in-app support chat to get started.

Zoe J.

Chief Financial Officer

Accounting

Mid-Market (51-1000 emp.)

3/24/2026

"Seamless Excel to Netsuite Integration, Huge Time Saver"

5/5

What do you like best about ExtendInsights?

I love that journal entries can be populated directly in Excel and then uploaded to NetSuite in one click. This feature saves a huge amount of time for my staff and me. The initial setup of ExtendInsights was very easy. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

I haven't been very successful at using AI queries. To be fair, I have not devoted much time to it. In order to get the queries to work correctly, it seems that you still need to know which tables to pull from and how to link them. It's not as simple as just typing what you want to see. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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We love hearing how much time you’re saving by uploading journals to NetSuite from Excel with one click! It’s our goal to make ExtendInsights as intuitive and easy to use as possible.

If you’d like some extra help on AI Query Generator, our support site has a section with 20+ great articles. We’ve also got our customer success team standing by with more hands-on training. Reach out to your rep or use our in-app support chat to get started.

See how ExtendInsights improved

Ajit K.

Group Financial Controller

Mid-Market (51-1000 emp.)

3/25/2026

"Easy, Fast Journal Uploads to NetSuite Once the Template Is Set"

4.5/5

What do you like best about ExtendInsights?

We’re using this to push journals into NetSuite and, once the template is set up correctly, the process is very easy and quick to administer. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

It’s very dependent on the template being correct, so if there’s anything wrong, the process fails. Sometimes it’s due to a missing field—often one that’s greyed out and easy to miss. The failure reason can also be a bit confusing at times. I’ve also had issues getting journals to balance and upload when they’re in a different currency; Swedish Kroner is one example. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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It’s great to hear that your month-end close process is faster with ExtendInsights! Templates are a big help for that process, and if you’d like some tips and tricks for working with templates, check out this support link. Or for a more hands on approach, reach out to your customer success rep.

Support can also help with the Swedish Kroner example. Be sure to check that there is no currency conversion happening during the upsert, which could impact rounding. Even if an entry is off by a penny, NetSuite will reject it.

Feel free to reach out with additional questions! We’re here to make sure you experience continued success with ExtendInsights.

See how ExtendInsights improved

Christophe T.

IT Finance Project Manager

Mid-Market (51-1000 emp.)

2/13/2026

"Great Control Over NetSuite Data Imports and Downloads"

5/5

What do you like best about ExtendInsights?

Great way to control data import and download from NetSuite or other sources (Salesforce, Chargebee...). Easily implemented with Microsoft SSO. Great customer support. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

A bit expensive if we need to enroll many users. A bit too technical for end users. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Thanks for the great review! We’re so happy to hear that ExtendInsights is taking the pain out of data updates in NetSuite. While we’ve tried to ensure that ExtendInsights is as intuitive as possible, we know that sometimes a little extra training can really help. Check out our Help Center for plenty of self-guided how-to’s, or connect with your customer success rep to schedule some live training for your team. All of that is included in your ExtendInsights subscription!

Verified User in Business Supplies and Equipment

Mid-Market (51-1000 emp.)

2/10/2026

"Makes NetSuite Database Maintenance Significantly Faster and Smoother"

5/5

What do you like best about ExtendInsights?

It makes managing your NetSuite database way easier. I love that it has multiple ways to interact with the data, including SuiteQL which allows SQL query functionality. Imports are a bit slow, but WAY more convenient than csv imports. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

Some data types are only exposed to the Data Management module, Not SuiteQL. This is fine, but it makes getting data a bit slow is it loads in 25 line increments. 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 much easier your database maintenance is using ExtendInsights’ download and writeback capabilities directly in Excel. And you’ll be happy to know that our 2026 roadmap includes plans to continue improving download speeds while also retaining the ability to write data back.

If you need more help in the meantime, check out our Help Center articles or reach out to your customer success manager.

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

2/17/2026

"Makes Importing Into Our Accounting Software Effortless"

5/5

What do you like best about ExtendInsights?

It makes importing into our accounting software very easy. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

If the formatting isnt exact, it can be difficult to troubleshoot Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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Thanks for taking the time to review ExtendInsights! We love hearing how much easier your data imports are now. If you’d like some additional pointers on templates and formatting, check out our Help Center articles or connect to your customer success rep.

See how ExtendInsights improved

Verified User in Accounting

Small-Business (50 or fewer emp.)

2/11/2026

"Easy Data Uploading on NetSuite"

4/5

What do you like best about ExtendInsights?

Uploading data on the NetSuite platform is straightforward and easy to manage. Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

Sometimes it doesn’t pick up the data right away, so I have to wait a bit before it shows up properly. 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 uploading so much easier and more efficient. We’re happy to help troubleshoot with you on picking up all the data if you’d like. Simply reach out to your customer success rep or connect with us via the in-app chat.

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.