Raise your hand if you wish your spreadsheets could do more. (We wrote an entire blog post on this subject.) I’m right there with you. Imagine creating an amazing dashboard or analysis workbook that wows your co-workers, only to be frustrated because the data quickly becomes outdated, requiring tedious copy-pasting every day to keep it current.

We’ve all been there—building spreadsheets with the promise to keep them updated, only to get too busy to do so. But I still love Excel, and learning Power BI has been an exciting addition to those skills. So what could make spreadsheets better? 

Improving Spreadsheets with Integration

At CloudExtend, our mission has always been to increase efficiency and productivity for our customers who rely on spreadsheets. This drive to increase productivity is what prompted the team at CloudExtend to build our first Excel integration app for NetSuite. With a laser focus on this integration, we were able to build capabilities to let NetSuite users access saved searches directly in Excel, upload new data quickly without having to work through the standard CSV upload process, and run automated reporting that refreshes on a schedule or on demand with a single click. Over the years, we’ve saved organizations hundreds of manual work hours, significantly reduced upload times, and provided 360-degree views of customer activity. 

But we knew integration couldn’t stop with NetSuite, and so in 2023, we made it our mission to form a dedicated team to build even more integrations that could connect Excel with many, many more popular business data sources. 

We’d like to introduce you to: ExtendInsights.

Meet ExtendInsights: Elevating Excel to New Heights

ExtendInsights is the next evolution in Excel integration. Built on the robust framework of CloudExtend Excel for NetSuite (which is now part of the ExtendInsights brand), this powerful app expands our capabilities to connect Excel with your favorite business data sources, starting with HubSpot, Salesforce, Stripe, and Chargebee, with plenty more on the way, ExtendInsights allows you to work in your familiar Excel environment and:

• Access and refresh data effortlessly: Bypass native report capacity caps, eliminate manual reporting errors, and put CSV exports in your rearview mirror.
• Automate and streamline reports: Run complex reports with ease and update them on demand or automatically on a schedule.
• Connect multiple data sources: Leveraging the powerful capabilities of Excel Power Query, users can import data from multiple data sources, transform the data, and then link the tables together, providing an even more complete picture of your company. 

ExtendInsights ensures you stay in the familiar environment of Excel while driving opportunities through seamless integration with your business data sources.

Say Hello to ExtendSync: Revolutionizing Email Integration

But we didn’t stop there. Your inbox and calendar are treasure troves of important information, often siloed from your CRM. That’s why we’ve developed ExtendSync, formerly known as CloudExtend for Outlook and Gmail. ExtendSync allows you to:

• Integrate directly with your CRM: Share crucial information from your inbox with your CRM without leaving your email client.
• Enhance visibility and collaboration: Gain insights into communications and events and update NetSuite records directly from Outlook or Gmail.
• Work where you want: Stay productive in your inbox while ensuring your CRM remains up to date.

You might know this solution as CloudExtend for Outlook and Gmail, but to better reflect all the capabilities our integration provides, we’re upgrading our solution and rebranding it as ExtendSync. 

Try ExtendInsights and ExtendSync Today

At CloudExtend, we’re in the business of bringing you the best email and Excel integration apps to boost productivity and make your day-to-day work just that much better, and we’re excited for you to experience all the new capabilities we have to offer via ExtendInsights and ExtendSync. 

For those of you already using CloudExtend integration apps, you’ll start seeing changes to the app interfaces rolling out with various updates throughout the rest of this year. Rest assured, the names of your CloudExtend apps may be changing, but the great experiences you have with them are not. 

And if you’re new to our integration solutions, welcome! We’re glad you’re here, and we’d like to kick things off by giving you a free, no-obligation trial of our solutions for 14 days. Let’s get started.