Hundreds of customers use the SmartClient to increase productivity

SmartClient users can access and edit NetSuite data directly from within Excel, in real time and with a single click. Take full advantage of Excel’s data manipulation functions to retrieve, update, add and delete NetSuite data from multiple record types. Need more from the traditional CSV Import/Export tool for NetSuite? Try the Celigo SmartClient.

Cloud friendly

Runs on office.com or Excel Desktop as a Microsoft Add-In

Powerful data manipulation

Provides Excel functions for data manipulations, calculations, and analyses

Real time analysis and error resolution

Validates data and provides real-time error messages for immediate resolution, which CSV import cannot do

Convenient look-ups

Provides real-time lookups for fields during data entry so you don't have to remember values.

Productivity gains

Bring NetSuite data directly to Excel eliminating CSV exports and copy/paste

Broad use cases

Accountants, inventory planners, marketing analysts, system administrators, and all NetSuite users

Secure

Users inherit the permissions from their NetSuite role. Attempts to access records without appropriate permissions are blocked

Search and Filter

Access saved searches in NetSuite or create your own data filter

Mass updates and bulk processing

Apply all of Excel’s powerful native functionality to NetSuite data. Allows you to update multiple NetSuite records within seconds

Choose the plan that’s right for your business

Personal Edition
Manage your NetSuite Data in Excel

$75/month
billed annually
  • Create, Read, Update, Delete
  • Works with Mac and Windows
  • Support for Netsuite Saved Searches and Celigo Import Filter
  • Cloud storage for templates
  • Online and Community Support
  • Compatible with Excel 2016 and higher
Enterprise Edition
For Advanced Data Management with Admin Controls
First user $250/month
Additional users $50 /month
billed annually
  • All Personal Edition Features+
  • Admin Portal for Enterprise License Management
  • Works with Sandbox Accounts
  • Works with OneWorld Subsidiaries
  • Compatible with Excel 2013 and higher when used with desktop installer

ROI Calculator!

Average labor savings of 69% based on 2015 customer survey

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What can the Excel SmartClient do for You?

Sales & Marketing

    • Easily use formulas to populate Search Keywords, Custom URL’s, Meta Tag HTML, URL Components, Sales Descriptions, and more
    • With SmartClient Enterprise Edition update item pricing
    • Creating and editing complex quotes using multiple Excel worksheets is common. With the Excel SmartClient users can accurately create, copy, or update quotes in just a fraction of the time it takes now.
    • Leads are often captured with scanners, business cards, or handwritten notes. Sometimes marketing receives a spreadsheet of attendees. Regardless of where the leads start they generally end up in Excel. With Excel SmartClient they can be accurately uploaded to NetSuite in seconds
    • Account Executives need to keep their leads and customer records up to date. By incorporating the Excel SmartClient into their workflow Account Execs can quickly perform activities such as updating job titles, phone numbers, LinkedIn profiles, and more.
    • Creating or editing NetSuite records with multiple detail lines (10 or more items) is significantly faster with the Excel SmartClient for NetSuite.
    • Marketing teams can quickly create or update Coupon and Promotion Codes.
    • Multi-line Sales Orders are a breeze with the Excel SmartClient. Whether you are working on one large multi-line order or creating/updating hundreds of orders at a time the Excel SmartClient will save time.
    • Multi-line Invoices are a breeze with the Excel SmartClient. Whether you are working on one large multi-line order or creating/updating hundreds of orders at a time the Excel SmartClient will save time.

Operations

    • With Excel SmartClient Enterprise Edition it’s easy to manage your bins. Quickly transfer items between bins, consolidate bins, or eliminate bins.
    • Create new items in seconds ensuring that the all the right G/L accounts, sales description fields, etc., are all correct. Easily make changes on the fly.
    • With SmartClient Enterprise Edition quickly update pricing for thousands of SKUs across different price levels
    • Create or Update Work Orders
    • With Excel SmartClient transferring inventory between locations is quick and easy. One scenario could be to use Excel formulas to identify Locations with excess stock and build a Transfer Order or Inventory Transfer to reallocate the items to other Locations.
    • Quickly build Inventory Transfers from Warehouse to Stores or Special Events.
    • With Excel SmartClient store or warehouse staff can perform a physical inventory and enter the Actual Quantity into Excel. A formula driven template can then be used to make the appropriate Inventory Adjustment based on the difference between Actual Quantity and Expected Quantity.
    • Easily create Inventory Adjustments for defective inventory

Finance

    • Finance teams often work with large Journal Entries, sometimes even hundreds of lines. Creating or updating Journal Entries with the Excel SmartClient saves a massive amount of time compared to using the NetSuite UI or CSV upload process.Customers with NetSuite OneWorld can make complex Journal Entries to multiple subsidiaries at the same time.
    • Create (or edit) invoices in bulk without having to key them in manually in NetSuite. Examples would include companies using time based billing or selling quantities that may vary from month to month. Simply use SmartClient to populate the quantity field for each invoice and create hundreds of invoices or more at one time.
    • Finance teams may receive vendor bills that need to be tracked to customers or employees. Examples would include health insurance bills, cell phone bills, bills from SaaS based companies. This would typically require hundreds of lines per bill (1 per employee / customer). Celigo customers have used SmartClient to automate this process and save hours of time per bill entered.
    • SmartClient can also be used to streamline the creation of all vendor bills. Accounts Payable personnel can enter each bill in Excel in seconds and then upload them to Netsuite.
    • Expense reports can quickly be consolidated in Excel and upload to NetSuite via the Excel SmartClient.

NetSuite Admins & Consultants

    • NetSuite Consultants love the Excel SmartClient because of the real time feedback. Using Excel SmartClient they can upload massive amounts of data during an implementation. Errors with the data are displayed during the import and can be addressed one line at a time versus using CSV upload that requires an export of error data from NetSuite along with a secondary import.
    • Excel SmartClient makes it easy for Admins to filter on records with missing data so the appropriate fields can be updated. Excel SmartClient can also used Excel’s native dedupe features to assist in identifying duplicate records en masse.
    • Excel SmartClient allows a NetSuite Admin to delete unwanted records. All NetSuite permissions and processes are respected, ie if there are related records the delete action is not allowed, if permissions are not adequate the delete action is not allowed.

Loved by our customers

  • Don't know how we could manage without the SmartClient

    Nicki Blundell, Demand Planning, Logistics & Purchasing Manager,
    FXR Racing

    The SmartClient is a great product, I encourage everyone to have it available for at least some of their users.

    Evan Goldberg, Founder and CTO,
    NetSuite
  • Without Celigo's SmartClient we would have to waste so much time doing tasks that with the smartclient it only takes us 30 seconds for. We use it for inventory Adjustments, Sales creations, employee creation and so much more. Love it!

    Jacob Marsh, Web Marketing,
    Puzzle Zoo

    Our company processes thousands of vendor bills each month, and we needed a way to get this information into the system easily and effectively. Celigo’s Excel SmartClient was exactly what we were looking for. Importing our bills directly into NetSuite using SmartClient saves us hours of manual processing time every single month.

    Scott Witmoyer, Vice President of Information Technology,
    Nobel Learning
  • Celigo’s SmartClient enabled us to update our data in an easy and risk free way. The simplicity and effectiveness of the SmartClient allowed us to work with our data in a way that would have been impossible without it. After a few weeks of use, it has already become such an integral part of our daily Netsuite routine that it is hard to imagine how we could have worked without it

    Jurian van Maanen, Esomar

    We are getting orders from our retailers in various formats that never match NetSuite's CSV import. The SmartClient is a very powerful tool to get all the data together and import it in one go. We have been able to save half a position in our order-take team and we are just starting to discover the capabilities of this powerful tool.

    Carlos Granon, Working Unit Japan
  • The Celigo Excel SmartClient saves Circuit of the Americas countless hours with processing journal entries every month.

    Rob Gibbs, Director of Financial Planning,
    Circuit of the Americas

    We stumbled upon a need to do inventory adjustments through Excel to automate the cycle count process. We now use SmartClient religiously to automate the various warehouse transactions inventory adjustments and warehouse transfers that we do.

    John Cirocco, Director of IT,
    Kegworks
 

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