NS4OL & CloudExtend Outlook Comparison Chart
NetSuite currently has an Outlook integration called NetSuite for Outlook (NS4OL). NS4OL is owned by NetSuite and the new CloudExtend Outlook for NetSuite is owned by Celigo. This article is meant to highlight the differences between the versions and will be updated as needed.
CloudExtend Outlook for NetSuite is a modern Outlook add-in that can replace NS4OL or be used side by side. It is available now in free and paid versions with many of the features you are used to in NS4OL as well as new features and support for Mac and Office 365.
CloudExtend Outlook can be installed in just a few clicks and is available with a free trial. Complete installation instructions are right here.
What's missing in the CloudExtend integration?
While there are currently many new features in the CloudExtend Outlook integration not in NetSuite's NS4OL version (see next section) there are also some gaps at present.
Contact Sync: NS4OL allows end users to sync contacts bi-directionally. CloudExtend currently allows customers to create and edit NetSuite contacts via the App (the Contact is only created in NetSuite). A one way sync of Contacts from NetSuite to Outlook is planned.
Bi-directional Calendar Sync: NS4OL allows end users to create events in NetSuite or Outlook and have them sync bi-directionally. We've built our sync with Outlook as the master (changes must also be made in Outlook). We also allow users to attach events to NetSuite records from Outlook.
Task Sync: NS4OL syncs tasks bi-directionally between NetSuite and Outlook. CloudExtend allows users to create NetSuite tasks directly via the App (the task is created only in NetSuite). A two way task sync is not planned.
Phone Call Sync: NS4OL allows users to create a phone call event in NetSuite which syncs to Outlook as an event.
What does CloudExtend offer that NS4OL does not?
The CloudExtend integration does not require a NetSuite bundle to be installed, supports Office 365, and can be used on Mac or PC. It can be installed with just a few clicks directly from the Microsoft Office store.
Works with online email: CloudExtend offers full functionality regardless of whether it is used in a browser or in desktop Outlook. Available in our FREE version.
Fully compatible with Office 365: CloudExtend offers full compatibility with Office 365 Exchange based email. Available in our FREE version.
Support for more record types: In addition to the standard record types supported by NS4OL CloudExtend adds support for attaching emails to vendors and purchase orders. Support for more record types is planned. See this link for a complete list of record types. Available in our FREE version.
Calendar sync: When creating an event in Outlook end users have the option of attaching to a a NetSuite record (customer, contact, opportunity etc.)
Create new NetSuite records directly from Outlook: CloudExtend enables Outlook users to create new Customer, Contact, and Task records directly from within Outlook saving precious time switching between applications/browser tabs. Available in our paid version(s).
View NetSuite records directly in Outlook: CloudExtend users can quickly search and view NetSuite records directly in Outlook. See this link for a complete list of viewable record types. Available in our paid version(s).
Edit NetSuite records directly in Outlook: CloudExtend users can directly edit Customer and Contact records within Outlook. Available in our paid version(s).
Actionable Messaging: Users that are responsible for approving expense reports and time entries will be able to click "Approve" or "Reject" directly in Outlook saving valuable time by not having to switch applications. Available in our paid Enterprise Edition.
Bundle based performance enhancements: By leveraging search functionality in our bundle users under an Enterprise Edition subscription will see an immediate 300% plus improvement when searching for NetSuite records to attach to in NetSuite.Learn more about the Bundle here. Available in our paid Enterprise Edition.
License Management Portal: Companies with 5 or more paid licenses receive access to an online portal where they can add/remove users and better manage their employee onboarding/offboarding processes. Available in our paid version(s).
Additional Planned Features
The following features are on the CloudExtend roadmap. The timeline will be updated as our work progresses.
Mobile Version: A version of the App is being designed that will work on Outlook mobile.
Additional sign in methods: Support for TBA is planned for Q3 2018 and SSO is planned for Q4 2018.
OneDrive for Business / Sharepoint: An integration with OneDrive and Sharepoint is planned that will allow users to attach files and folders stored in OneDrive or Sharepoint to NetSuite records which ensures documents are more portable and storage fees are minimized. The files do not use NetSuite storage space.
Contact Sync: CloudExtend already allows users to create a NetSuite contact directly from Outlook. A one way sync of Contacts from NetSuite to Outlook is planned.
Phone Call Sync: A phone call sync is planned that will allow users to create an event in Outlook and allow you to specify if you want it to sync as an event or a phone call in NetSuite.
Questions, something missing from our list? Use the chat icon at the bottom of this page to contact us or send an email to email@example.com.