Welcome to ExtendSync for Outlook NetSuite! We're glad to have you onboard! 🚀
Use this guide to complete the first-time setup for your organization. You’ll connect ExtendSync to Microsoft 365 and NetSuite, manage licenses, and enable optional productivity features.
Who is required for the initial setup?
Doing the steps below we need three individuals from your organization. For some companies, this may be the same person. The users do not need to be present at the same time but they will each be required to perform an action.
The admin assigned to login to subscriptions.cloudextend.io
A user with GLOBAL ADMIN rights to your Microsoft 365 environment
A user with NetSuite admin rights
Before You Begin
You have an active or trial subscription for Starter or Enterprise Edition.
The free version of ExtendSync was discontinued on August 6, 2024.
You know which features your organization is licensed for (see categories below).
Review Outlook Add-In Requirements
ExtendSync works with the following supported Outlook clients:
Outlook with a Microsoft 365 subscription (desktop version)
Outlook for iOS
Outlook for Android
Outlook.com (web)
Exchange Online
⚙️ Connection requirements:
The Outlook client must be connected directly to Microsoft 365 or Exchange Online.
When setting up Outlook, users must select an account type of Exchange, Office 365, or Outlook.com.
If the client is configured with POP3 or IMAP, add-ins will not load and ExtendSync will not function.
💡 Tip: For best performance, we recommend using Outlook with a Microsoft 365 subscription connected to Exchange Online.
Core Setup (Required for All Editions)
These steps must be completed before anyone can start using ExtendSync.
Step | Who Performs It | Desciption |
1. Review Outlook add-in requirements | Microsoft 365 Admin | Confirm supported Outlook clients and configurations (see section above). |
2. Install ExtendSync Outlook Bundle | NetSuite Admin | Install ExtendSync Outlook bundle(ID: 244864). |
2. Install the CloudExtend SuiteApp | NetSuite Admin | Install the ExtendSync Outlook SuiteApp. |
3. Complete NetSuite prerequisites | NetSuite Admin | Verify required roles and permissions. |
4. Manage licenses in the CloudExtend Portal | Portal Admin | Assign licenses to users in subscriptions.cloudextend.io. |
5. Grant Microsoft API Access | Microsoft 365 Admin | Approve Microsoft consent for required API permissions. |
6. Install ExtendSync Outlook Add-in | End Users | Install the Outlook add-in, sign in with Microsoft 365, and connect to NetSuite. |
💡 Note: Central Deployment for ExtendSync Outlook
Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps.
➡️ Central Deployment Guide for Microsoft Admin
Core Features by Edition
There are other features that admin can be enabled for organization depending on the ExtendSync Outlook edition your organization is subscribed to.
Feature | Edition | Description |
Send from Outlook | Starter or Enteprise | ExtendSync allows users to send emails directly from NetSuite’s interface. |
Autopilot for Emails | Enterprise | Automatically sync selected Outlook emails to NetSuite. |
Attachment Autopilot | Enterprise | Automatically store email attachments in the NetSuite File Cabinet. |
OneDrive / SharePoint Integration | Enterprise | Link folders and files to the CloudExtend files tab to a NetSuite record. |
Optional Add-Ons and Integrations
Available if your organization has purchased these Add-Ons or Standalone Features.
Feature | Requirements | Description |
Calendar Autopilot | Add-On / Standalone | Automatically sync calendar events between Outlook and NetSuite. |
Sync Email Attachments to SharePoint | Requires ExtendSync + ExtendDocs subscription | Automatically sync email attachments directly to OneDrive or SharePoint. |
Auto-Create Folder
| ExtendDocs subscription required | Auto-creates a OneDrive or Sharepoint folder when a new record is viewed or created in NetSuite. |
Set Your Users Up for Success
After you've installed ExtendSync for Outlook NetSuite you'll want to make sure your users have the tools for success.
✅ Assist them with installation and login
Inform them about the new app, and provide guidance on installing, logging in, and selecting the correct role and NetSuite environment to connect with.
✅ Your Customer Success Manager
Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.
✅ Train and Empower Your Users
To ensure a smooth rollout and high adoption:
Schedule a live training session (45 minutes) with our Training Manager and your user group.
👉 Book your training session hereShare our End-user training video for quick, self-paced learning.
🎥 Watch the training video (Take the courses for ExtendSync Outlook)
Track and Optimize Adoption
Set up usage metrics to monitor adoption, track engagement, and help users stay accountable.
💡 Tip: Review usage data regularly to identify top performers and users who may need additional training or support.
Need help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
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