FAQs

Getting Started

What versions of Excel does the SmartClient work with?

The SmartClient requires Microsoft Office 2003 Professional or Microsoft Office 2007 (all suites) or Microsoft Office 2010. The SmartClient does not work with the Mac version of Excel, however, a user can get the SmartClient working on a Mac by installing a Virtual Machine and running the windows version of Excel on the VM.

Back to Getting Started

Does the SmartClient license allow me to use the product on multiple computers?

Yes. You can use the SmartClient on multiple computers without requiring additional licenses; simply install and activate the product on each of them.

For more information about activation, see Installing or Upgrading.

Back to Getting Started

How do I resolve NetSuite login errors?

There are two major causes of login errors in the SmartClient. Before contacting Support, please check the following:

  • Ensure that the Web Services feature is turned on. In NetSuite, log in as an Administrator. Go to Setup > Company > Enable Features > SuiteFlex, and check the Web Services box.
  • Ensure that the NetSuite account has been entered correctly. For some older NetSuite accounts, you may need to add the prefix “ACCT” to the numeric account number.

For more information, see Logging In.

Back to Getting Started

How often do I need to log in to the SmartClient?

You can choose for the SmartClient to save your login credentials indefinitely by checking the Remember Login Credentials box in the Login window.
2010-04-23 13 17 30

As long as these values are stored, the SmartClient continues to log you in to NetSuite whenever you execute a command.

If this box is cleared, the SmartClient retains your credentials only until you exit the SmartClient by closing the workbook. The next time you run the application, you will need to log back in.

Note: Your NetSuite credentials are stored safely in your local Windows user account, in encrypted form. To delete the credentials stored by the SmartClient, simply clear the Remember Login Credentials box and log in.

Back to Getting Started

Can I save NSSmartClient.xls/xlsx file by some other name or a different folder?

Yes, you can save the file in any folder and under any file name on the same computer. The Celigo SmartClient functionality remains intact.

Back to Getting Started

General

Where can I find the SmartClient Log files?

The Celigo SmartClient logs information to the current user’s Application Data folder. Typically, this is located in the following folder:

  • On Windows XP: C:\Documents and Settings\<user name>\Application Data\Celigo\NetSuite SmartClient\Logs
  • On Vista: C:\Users\<user name>\AppData\Roaming\Celigo\NetSuite SmartClient\Logs

You can search your computer for this folder using “%appdata%\Celigo\Netsuite SmartClient\Logs.” If you have trouble locating your folder, you can also find its location in the SmartClient under Celigo > About.

Back to General

Does the SmartClient provide role-based access?
Yes, you can only do what you can do using your role in NetSuite. For example, if you don’t have access to delete customers in NetSuite, then you cannot do it in the SmartClient either. It will give you an error.

Back to General

Is there any additional NetSuite license needed to run the SmartClient with Netsuite?

No. A NetSuite Administrator simply needs to give a user the Web Services permission to be able to exchange information between Netsuite and the SmartClient.

Back to General

Does the SmartClient work with multiple NetSuite accounts? Can I use it and easily switch between NetSuite instances?

Yes. Go to the Celigo drop-down menu and select Re-login. Here, you may enter or select a different Netsuite account number.

Back to General

Can I share templates with other users?

Yes. You can easily share Results Templates by first exporting them from your SmartClient installation and then sending them over to the other users who in turn will import the templates. To export a template, click the Add/Edit Results Templates button. Right-click the template name from right side of the Results Designer Template, and choose Export… This creates a .xml file that you can send to another SmartClient user. The file recipient can then import the file by clicking the Add/Edit Results Templates button and clicking the Import link. To share saved search templates, click the Search button, and right-click the name of the search on the right side of the Saved Search popup. Saved Search templates and results templates are exported and imported independently.

Back to General

Can other people work on a SmartClient spreadsheet?

Yes. When the spreadsheet opens, Excel displays an error message that the Customization Assembly cannot be loaded. If you do not have the SmartClient installed on the cop, ignore the message, and you can continue to work on the spreadsheet without a problem. Send the sheet back to a computer with the SmartClient installed to update the records in NetSuite.
If the SmartClient is installed on the computer, you should receive no errors if the SmartClient was installed to the standard location. If you receive the Customization Assembly error, you need to run the SmartClient Link Tool.

Back to General

Can the SmartClient be used with an existing spreadsheet?

No. You can duplicate the Excel file that the SmartClient installed and use them, but you cannot attach a completely new workbook to the SmartClient. SmartClient workbooks have a specific internal structure that is required for its functionality. The Excel file that the SmartClient installs can be found at C:\Users\Public\Public Documents\Celigo. The filename is NSSmartClient.

Back to General

Can I add a worksheet to the SmartClient?

Yes, this is not supported in Excel 2003 but is supported in Excel 2007. When you attempt to add a worksheet, Microsoft Excel 2007 may pop up an error message and link to a Help topic. This Help topic contains a usable workaround that will instruct you to change any options necessary to complete the action. Due to certain changes in the programming model for Excel 2003, the SmartClient cannot use a worksheet that wasn’t included with it. The SmartClient comes with three worksheets, and you cannot create a new worksheet in Excel 2003 and use SmartClient actions with it.

Back to General

Why won’t the SmartClient start on my Mac in a virtual machine?

If you are trying to run the SmartClient in a virtual Windows machine with software such as VMware Fusion, Parallels, or VirtualBox and are getting file path related errors, it may be due to using folder sharing between your virtual machine and your host Mac. This type of problem with .NET applications is a known issue for several major vendors. Folder sharing may need to be disabled to get the SmartClient to run.

Back to General

Why don’t my latest Netsuite customizations (custom fields, custom records) show in the SmartClient?

In order for new Netsuite customizations to be available via the SmartClient, you must refresh the SmartClient cache so that these new customizations are downloaded. Within the Celigo menu, go to Options, then go to Caching and Performance. Click the Clear button relative to Meta Data Cache.

Back to General

Add/Update

I selected the Excel row header for a row to be updated. Why do I receive an error when I click the Update button?

You should not select cells to be updated by clicking on either the row/column headers. Instead, select cells within the table to perform the update. To update a row, simply select a cell within the table row. What determines whether a single cell is updated or whether the row is updated depends on the button you click on the toolbar. As long as your cell selection is within the results table, when you click Update Entire Row, all the rows that cross through your selection are updated. Note that selections should be limited to the confines of a single table.

Row_Header

Back to Add/Update

Why am I receiving errors for dates with special characters?

The SmartClient writes cell validations to the worksheet so that you can only enter valid date values to cells under date columns. Excel does not allow these values to contain special characters.

Back to Add/Update

Why do I receive the following error when I try to perform a search, add, or update: “Run-time error ’6068′: Programmatic Access to Visual Basic Project is not trusted?”

This error and its cause are outlined in the following Microsoft Knowledge Base article: http://support.microsoft.com/kb/282830. In summary, to resolve this issue:

  1. In Excel, click the Microsoft Office button (the round button on the top left corner of the window with the Office logo), choose Application Options.
  2. Click the Trust Center tab, and then click Trust Center Settings.
  3. Click the Macro Settings tab, click to select the Trust access to the VBA project object model check box, and then click OK.
  4. Click OK.

Back to Add/Update

What level of performance can I expect when adding or updating a large number of records?

Performance of the SmartClient varies due to many factors, including the speed of your Internet connection, the type of record you are updating, the number and the type of columns you are using in your template, SuiteScripts that may execute in response to the add/update, and more.

On a typical NetSuite account, for example, uploading 1,000 sales orders containing 1 line item each could take around 15 to 30 minutes. However, due to the way NetSuite handles line items, you would see a slow down in the rate at which the records are created/updated as the number of line items on a record increases.

For example, on a typical account, a sales order with 500 line items will take about 15 minutes to be created/updated. Transactions with larger numbers of line items cause a dramatic decline in performance:

  • 600 lines can take up to 45 minutes
  • 700, up to 1:15 hours
  • 800, up to 2.30 hours

Back to Add/Update

Why did I receive a “HRESULT” error, and what does this mean?

HRESULT errors occur in Excel due to a variety of reasons. The most common cause for this error in the SmartClient is editing a cell and then clicking in the SmartClient toolbar without pressing Enter or moving to another cell first. To avoid the error, be sure to always press Enter, Tab, or an arrow key or click on another cell after editing a cell. This puts Excel out of edit mode and ready to accept actions from the SmartClient toolbar.

Back to Add/Update

Why do I receive an error about line items when updating or creating item fulfillments?

When creating item fulfilments, NetSuite requires that you set Item Received for each line item to True. NetSuite only fulfills those lines that have this field set to true.

Back to Add/Update

Is there a limit to the number of records that can be added/updated at once?

There is no limit to the number of records that can be added/updated at once. Click here for tips on adjusting the format/layout of templates to get the best results.

Back to Add/Update

Results

Can you suppress the page-at-a-time query dialog that shows up when there is a large number of results?

You can increase the size of the search results page at Celigo > Options. You can receive up to 500 results before you hit NetSuite’s governance restrictions and must load another page.

Back to Results

Why am I receiving an error about a broken table?

This type of error may happen due to the following reasons:

  • Rows, columns, or the header/footer cells were deleted after the table was created on the worksheet. In this situation, try placing a new table in a different area of the worksheet.
  • If the creation of results table fails, as when an error occurs with downloading select values for a drop down field. When this happens, you are likely to see a table that doesn’t have a footer row. If this the case, remove the problematic field from your template.

When you receive this error, you should also check for updates to the SmartClient. To do so, click the Check for Updates button on the toolbar.

Back to Results

Advanced

Why do I get a message that select-values cannot be retrieved for a certain field (or why are some drop down fields not showing values even though they are populated correctly in NetSuite)?

Since NetSuite Version 2009.1, web services will only return drop down values for fields that appear in the NetSuite interface. This means that if the default form assigned to your login doesn’t contain a certain field included on the SmartClient template, the SmartClient is not able to download and display the drop down values. In this case, the Result Template Wizard displays the following message, and the offending column is marked with a warning:

ValueError

ErrorIcon

If you need access to the field, you can ask a NetSuite administrator to change your preferred form for the record type to a form that includes this field. If this is not an option, click the Custom Settings icon in the error row, and choose from one of the following alternatives in the popup window:

  • Use Custom Form – Specify a custom form that contains the field in question. The SmartClient will then always use that custom form when it needs to retrieve the values.
  • Mark as Read-Only – When you make the field read-only, the field is only used for displaying values on existing records. Any changes to the field are ignored during an update.
  • Advanced Options – Mark the field as sourced from another field.
  • Advanced Options – Select a standard list of values to use as the list of values for the drop down field.

DropDownOptions

Back to Advanced

Why do I receive an error saying “.. cannot validate your system time..” and am unable to update data to NetSuite?

The SmartClient uses the Network Time Protocol (NTP) to validate your system time against the subscription period. It therefore needs to connect to pool.ntp.org over port 123. If you are behind a firewall, it may be blocking this server and preventing the SmartClient from performing the validation. Please add exceptions in your firewall rules to allow outbound traffic to port 123.

Back to Advanced

Why do I receive an error when I try to open a SmartClient workbook from a shared folder on the network?

The Microsoft Excel programming model that the SmartClient is built on (VSTO) does not permit documents to be opened from network locations by default.In order to workaround this, you need to add the shared folder to the Trusted Locations list on Microsoft Excel.

If you are using Office 2007 or 2010, please follow the instructions on this page:
http://office.microsoft.com/en-us/word-help/create-remove-or-change-a-trusted-location-for-your-files-HA010031999.aspx#BM12

For Office 2003, please refer to: http://msdn.microsoft.com/en-us/library/9w6bd8f1%28VS.80,loband%29.aspx which includes a possible workaround.

Back to Advanced

Back to the top