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. NetSuite customers use Microsoft Excel on a daily basis to accomplish a variety of tasks. Adding or editing Expense Reports, updating Item Pricing, Importing Leads, or Classifying Invoices are just a few examples out of hundreds of possibilities.
- 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 NetSuite, 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.
See our library of videos of the SmartClient in action in real world scenarios here.
Works The Way You Do
Using the SmartClient you can take advantage of Excel formulas, formatting, and macros, and virtually eliminate the need to use CSV Imports or Mass Updates in NetSuite. No more time wasted saving & managing CSV files! This means your business can continue using Excel for complex workflow and established business processes, while taking advantage of constant, real-time connectivity with NetSuite.
Do you want to pull customer data from NetSuite into a spreadsheet with the click of a button? Have you ever updated item pricing in a spreadsheet and wished NetSuite would automatically update as well? Could you use a tool that allows you to implement an interface for fast offline entry of sales orders into NetSuite? Import item inventory en masse into NetSuite?
These are just some of the challenges the Celigo SmartClient overcomes by enabling you to copy your NetSuite data into a spreadsheet, manipulate it using all the power of Excel and pushing changes (including Deletes) back into NetSuite. The SmartClient can also be used to implement complex workflows, since you can use Excel to implement the business logic, and the SmartClient for data connectivity with NetSuite.
Saves Money & Time
How much is your organization spending on labor costs putting information in NetSuite, or pulling it out for reports? You can double or triple productivity, and reduce costs dramaticallywith the Celigo SmartClient for NetSuite.
