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

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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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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.

Verified User in Accounting

Mid-Market (51-1000 emp.)

2/11/2026

"Easy Record Uploads and Updates"

4/5

What do you like best about ExtendInsights?

It's easy to upload/update records into NetSuite Review collected by and hosted on G2.com.

What do you dislike about ExtendInsights?

It can be difficult to determine which fields to use when creating templates. Review collected by and hosted on G2.com.

Response from Dawn Jonckowski of ExtendInsights

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That’s great to hear how easy data uploads and updates are with ExtendInsights! We love hearing about your efficiency wins. We’re happy to help with some tips on template building. Check out this section of our Help Center or reach out to your customer success manager for more personalized assistance.

See how ExtendInsights improved

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.