• Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo
  • Celigo

A powerful Excel-based data management tool for NetSuite

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.

One click access to your NetSuite data

Productivity gains
Productivity gains

Work with your NetSuite data directly in Excel eliminating CSV exports, imports, copy/paste, and manual data entry in the User Interface. Accountants, inventory planners, marketing analysts, system administrators, and all NetSuite users can benefit from the Excel SmartClient.

Cloud friendly

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

Cloud friendly
Mass updates and bulk processing

Apply all of Excel’s powerful native functionality to manipulate NetSuite data. SmartClient allows you to update multiple NetSuite records in seconds.

Mass updates and bulk processing
Real time analysis and error resolution

Unlike CSV import SmartClient validates data and provides real-time error messages for immediate resolution.

Real time analysis and error resolution
Convenient look-ups

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

Convenient look-ups
Secure

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

Secure
Search and Filter

SmartClient allows you to build filters in Excel to limit the data retrieved without having to navigate through the NetSuite User Interface. SmartClient also supports existing saved searches in your NetSuite account.

Search and Filter

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.

What would normally take up to 5 hours can now be done in as little as 10 minutes. SmartClient saved $70K to $100K in alternative solutions

Damen Seminero, CTO
Jonathan Adler

ROI Calculator!

Average labor savings of 69% based on 2015 customer survey

Calculate Your Savings

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

Learn more about SmartClient

  • New to the Excel SmartClient for NetSuite or just have some questions? Sign up for the weekly workshop.
    Weekly Workshop

    New to the Excel SmartClient for NetSuite or just have some questions? Sign up for the weekly workshop.

    Every Tuesday,
    1:00 PM EST / 10:00 AM PST

    Learn SmartClient basics and be a pro user in no time
    BEGINNERS GUIDE

    Learn SmartClient basics and be a pro user in no time

     

    See our video tutorials and learn how to make best of SmartClient
    VIDEO TUTORIALS

    See our video tutorials and learn how to make best of SmartClient

     

    Interact with fellow community members, discuss and post your questions and ideas
    SMARTCLIENT COMMUNITY

    Interact with fellow community members, discuss and post your questions and ideas

     

  • SmartClient product data sheet
    DATA SHEET

    SmartClient product data sheet.

    Intro to how SmartClient  makes working with your NetSuite data easy and fast
    ONDEMAND WEBINAR

    Intro to how SmartClient makes working with your NetSuite data easy and fast

×