CloudExtend Outlook for NetSuite

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

Justine Burdo avatar Phani Raj Kuchibhotla avatar Chris Corcoran avatar
66 articles in this collection
Written by Justine Burdo, Phani Raj Kuchibhotla, and Chris Corcoran
CloudExtend Outlook: Email How to's & FAQ's

3 ways to attach emails to NetSuite

1. Auto search to attach to configured record types 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

Selecting and saving file attachments to NetSuite records

CEOL | How to save file attachments to NetSuite Records
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Written by Justine Burdo
Updated over a week ago

Configure records that you want auto-fetched by CloudExtend Outlook

This configure setting allows users to filter on what records they want auto-fetched when they click "Attach email to NetSuite"
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Written by Justine Burdo
Updated over a week ago

How CloudExtend Outlook for NetSuite identifies matching transaction records

CEOL | Learn how CloudExtend Outlook searches NetSuite to find matching transaction records
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

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

Auto-fetch to attach emails quickly

Auto search to attach emails quickly to configured record types (Freemium + User edition + Enterprise Edition)
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

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

Unable to attach files to NetSuite while sending an email from Outlook

CEOL | Learn why files cannot be attached to NetSuite from Outlook while in compose mode
Chris Corcoran avatar
Written by Chris Corcoran
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

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

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

See your NetSuite Calendar in Outlook for free

CEOL | Learn how to see your NetSuite events in Outlook for free
Chris Corcoran avatar
Written by Chris Corcoran
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

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 over a week ago

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

CEOL | Learn how Admins can install CloudExtend Apps for multiple users at once.
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.
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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.
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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.
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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

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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?

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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
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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?

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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?

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Written by Justine Burdo
Updated over a week ago

Differences between NetSuite's Outlook integration and Celigo's CloudExtend Outlook + CloudExtend Outlook Roadmap (with comparison chart)

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 over a week ago

CloudExtend Outlook Enterprise Edition features + Roadmap

Learn more about what is coming to CloudExtend Outlook for NetSuite Enterprise Edition
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago
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

How to log out of CloudExtend Outlook for NetSuite

Required for end users who have been upgraded to the Enterprise Edition but do not see the lightning bolt on their Welcome Screen.
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Written by Justine Burdo
Updated over a week ago

Outlook emails fail to attach to NetSuite

Product | CloudExtend Outlook | troubleshooting when emails fail to attach to NetSuite
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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 (your email) 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
Release Notes

CloudExtend Outlook for NetSuite Release Notes 28 Nov 2018

CEOL | 2018 Nov Release Notes
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Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes v1.18.31(30 Oct 2018)

CEOL | October 30th Release Notes
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Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes V1.18.14 (3 Oct 2018)

Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes V1.17.15 (17 Sep 2018)

CEOL | Release Notes for V1.117.15
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes v 1.15.20(2 Aug 2018)

CloudExtend Outlook for NetSuite Release Notes
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes v 1.15.19(6 Jul 2018)

CloudExtend Outlook for NetSuite Release Notes
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Written by Phani Raj Kuchibhotla
Updated over a week ago

Release notes v1.12.21 ( 11 Jun 2018)

CloudExtend Outlook for NetSuite release notes
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release notes v1.9.11 ( 17 Apr 2018)

CloudExtend Outlook for NetSuite release notes
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release notes v1.6.19 ( 3 Apr 2018)

CloudExtend Outlook for NetSuite release notes
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release notes v1.6.16 ( 22 Mar 2018)

CloudExtend Outlook for NetSuite Release Notes
Phani Raj Kuchibhotla avatar
Written by Phani Raj Kuchibhotla
Updated over a week ago

Release notes v 1.4.0( 28 Feb 2018)

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Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes V1.3.3 (7 Feb 2018)

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Written by Phani Raj Kuchibhotla
Updated over a week ago

Release Notes V1.2.36 (24 January 2018)

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Written by Phani Raj Kuchibhotla
Updated over a week ago

V1.2.29 (January 2018)

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