CloudExtend Outlook for NetSuite

The easiest way to find anything related to CloudExtend Excel for Outlook is to search for it here.

Chris Corcoran avatar Justine Burdo avatar Phani Raj Kuchibhotla avatar
51 articles in this collection
Written by Chris Corcoran, Justine Burdo, and Phani Raj Kuchibhotla
CloudExtend Outlook Email Getting Started

CloudExtend Outlook for NetSuite video walk-through

CEOL | Watch and learn the basics of using CloudExtend Outlook to provide your co-workers with a 360 degree view of the customer
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook: Getting Started Guide

8 Steps to configuring CloudExtend Outlook and getting started
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

CloudExtend Outlook Prerequisites

CEOL The requirements outlined in this article will ensure CloudExtend Outlook functions properly.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Install CloudExtend Outlook from Office Store

Install instructions CloudExtend Outlook for NetSuite
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Manage group edition licenses and administrator users

Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

3 ways to attach emails to NetSuite

1. Auto search to attach to contacts, customers or vendors 2. Create a new contact & attach 3. Advanced search to attach to other records
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Auto search to attach emails to contacts, customers or employees

Auto search to attach emails to contacts, customers or employees (Freemium + User edition)
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Create a new NetSuite contact record and attach an email to it

CloudExtend Outlook will give you the option to create a contact & then attach the email to that newly created contact (User Edition)
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Attach an email to other supported record types then the ones CloudExtend searches for automatically

How to attach emails to other supported records types besides contacts, customers and vendors (Freemium + User Editions)
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Attaching to NetSuite while composing an Email in Outlook

How do I attach my newly composed emails in Outlook to NetSuite records?
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Create a new contact, customer or task record

How to create new NetSuite records from CloudExtend Outlook (User Edition only).
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Search and view NetSuite records in CloudExtend Outlook

How to search for and view NetSuite record details directly in CloudExtend Outlook (User Edition only).
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Configure fields when viewing a record

You can configure which fields you want displayed when viewing NetSuite records in Outlook (User Edition only)
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Selecting and saving file attachments to NetSuite records

CEOL | How to save file attachments to NetSuite Records
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
CloudExtend Outlook Email FAQ

Side Load CloudExtend Outlook for NetSuite

Side load Outlook Add-in
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Upgrade from Freemium to User Edition

CEOL | Learn how to upgrade editions and keep all your features.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Can I Log Into CloudExtend Outlook using SSO or 2 Factor Authentication?

CEOL | 2FA SSO and TBA information for CloudExtend Outlook
Chris Corcoran avatar
Written by Chris Corcoran
Updated this week

CloudExtend Outlook for NetSuite can be installed by your Office 365 Admin

CEOL | Does your company prohibit access to the Microsoft Office Store? Learn how your admin can provide you access to our App.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Why doesn't CloudExtend Outlook for NetSuite support shared mailboxes

CEOL | Learn why you receive "You cannot perform this action. This add-in scenario is not supported in this folder" with shared mailboxes.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Which icons reference which NetSuite record types in CloudExtend Outlook?

CloudExtend Outlook uses Icon to distinguish between different NetSuite records types.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

How to bypass the welcome page to save emails faster

By checking "Don't show the welcome page", you can save emails faster by eliminating the extra click to save an email.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Where are emails and file attachments saved in NetSuite?

How to find where emails and file attachments are stored in NetSuite.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Record Types Supported by CloudExtend Outlook for NetSuite

CloudExtend Outlook for NetSuite currently supports the following records
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

What are the file formats supported by CloudExtend Outlook?

CloudExtend Outlook for NetSuite supports attaching the following file formats to the NetSuite file cabinet.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

How do I provide feedback or request a feature

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

What are the limits on number of files and size of files that can be attached in a single email?

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

What phone number formats are supported when adding a phone number in when creating a contact in CloudExtend Outlook?

Phone number formats supported by CloudExtend Outlook for NetSuite
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

I am composing a new email and want to save it to a NetSuite record, can I?

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Is there a way to make the CloudExtend toolbar stay on the screen at all times?

Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Differences between NetSuite's Outlook integration and Celigo's CloudExtend Outlook + CloudExtend Outlook Roadmap

Learn about current and future differences between "NetSuite for Outlook" and CloudExtend Outlook for NetSuite and what is planned.
Chris Corcoran avatar
Written by Chris Corcoran
Updated this week

CloudExtend Outlook Roadmap

Learn more about what is coming to CloudExtend Outlook for NetSuite Enterprise Edition
Justine Burdo avatar
Written by Justine Burdo
Updated this week
CloudExtend Outlook Email Troubleshooting

Enabling web services for CloudExtend Outlook

CEOL| Getting the Invalid login, customer access is disabled error? Learn how to enable web services for your role to resolve the error.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Trouble updating or loading your CloudExtend Outlook for NetSuite

CEOL | If your Outlook App is not auto updating to the newest release and you just see three dots here's how to resolve it.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

Emails fail to attach to NetSuite

Product | CloudExtend Outlook | Prior to April 23, 2018 both the sender and recipient needed to be a contact in NetSuite for email to attach
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Why am I receiving the following error in CloudExtend Outlook for NetSuite? The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.

Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Resolving Error: Account holder (youremail) not present in NetSuite. Kindly add to NetSuite and try attaching again.

Is CloudExtend not resolving your email address to your employee record? Find out why and fix it right here.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Company name is grayed out / unavailable when creating a Contact

How to create a new contact and associate it with a customer when the company name is grayed out.
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago

Hyperlinks not opening from Celigo Help Widget

If Outlook is prompting you to choose an App when you click on a link in our help widget follow these steps.
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago