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Excel SmartClient
One click access to your NetSuite data from within Microsoft Excel®. Retrieve, update, add and delete NetSuite data in real-time through a simple user interface.
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Version: 2.2.2.1
First Available: 1/1/2007
Compatible with: NetSuite, NetSuite OneWorld, NetSuite CRM+
Languages: Multi-language
Use Excel to Update NetSuite in Real-Time

The Celigo SmartClient provides a seamless integration between Microsoft Excel and NetSuite, allowing users to access and change NetSuite data directly from within Excel in real-time, and with no programming knowledge whatsoever.

Many NetSuite customers use Microsoft Excel on a daily basis to accomplish tasks such as adding or editing expense reports, updating item pricing, importing leads or reclassifying invoices .

  • Do you want “one click” access to live NetSuite data for reports or charts?
  • Are you working with many different record types, even custom records?
  • Would you prefer off-line access to NetSite, and update later when you’re online?
  • Have you ever wanted to use mass updates for transaction records?
  • Would you prefer to use Excel formulas to calculate price changes for Items?

These are just a few of the many challenges the Celigo SmartClient overcomes.



Key Benefits
Works The Way You Do  
The SmartClient enables you to take advantage of Excel formulas, formatting, and macros, and reduce the need to use CSV imports or mass updates in NetSuite. Your business can continue using Excel for complex workflow and established business processes, while taking advantage of constant, real-time connectivity with NetSuite.
 
  • Real-time NetSuite Access
  • Increased Productivity
  • Off-Line Data Entry
  • Immediate Feedback
  • Use Established Excel Processes

Safe & Secure
 
The Celigo SmartClient uses the NetSuite roles and permissions you already have in place, so there’s no need to worry about unwanted access to sensitive information, or accidental changes to production data. And because NetSuite roles use default forms for viewing and editing records, the SmartClient maintains your form and field restrictions.


Customer Quote
We needed the ability to download a quote from NetSuite into Excel and then update this quote back in NetSuite. Using the Celigo SmartClient, our reps are now able to accomplish this directly from within Excel with a click of a button to download and upload data. As a result, we were able to use our existing Excel models and integrate it with NetSuite's quotes without having to implement another custom solution. The tool is customizable enough so that it will continue to be useful as the company's needs change and grow, but simple enough so that training and downtime are minimal.
- Hal Evans, CTO


Saves Money & Time

 You can double or triple productivity, and reduce costs dramatically with the Celigo SmartClient for NetSuite.  
"The SmartClient is a great product, I encourage everyone to have it available for at least some of their users."
--Evan Goldberg, NetSuite Chairman & CTO
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