ExtendSync introduces a solution—allowing you to send emails directly from NetSuite’s interface while ensuring:

✔️ Emails are less likely to be marked as spam.
✔️ Sent emails are stored in both NetSuite and Outlook with a single click.

✔️ Full support for all NetSuite templates and attachments by leveraging the native NetSuite email interface.

✔️ Replies in Outlook sync automatically using Autopilot for Emails (Enterprise Only)

Prerequisites

In order to use ExtendSync Send from Outlook feature successfully, there are a few prerequisites that need to be met. These include:

Regrant consent for Microsoft Graph (Microsoft 365 admin required).
Users should login to ExtendSync add-in at least once and create NetSuite connection inside the app. 👉 Visit this link to install and login to ExtendSync.

This feature would be available for Enterprise.

Calendar Autopilot users will not have access to it. They would need to have the Enterprise Edition to access this feature.
Enterprise Edition users needs to be have Thread-Based Autopilot enabled. Validate users setup in the CloudExtend subscription portal.

Error Messages

If any of these prerequisites are missing, user will be shown an error when they click on the button Email using CloudExtend button.

Sample Error Messages

Microsoft Grant needs to be given by your CloudExtend admin for this feature to work.
Your need to log in to ExtendSync add in and connect to your NetSuite account for this feature to work.

See troubleshooting steps below. 👇

The CloudExtend admin should log in to the subscription portal (subscriptions.cloudextend.io). Click Subscription the from the navigation pane.
Check if the selected subscription is CloudExtend Outlook for NetSuite.
Go to the Configuration tab.
Toggle on the Enable Autopilot button.
Connect to your NetSuite Account Number then Verify.
🔗 Guide to: Find your NetSuite account number
⚠️ Important for Sandbox/Release Preview Accounts
- Use underscores (_) instead of hyphens (-).
- Capitalize SB in sandbox names (e.g., 12345_SB1).
- For Release Preview accounts, use _RP suffix (e.g., 12345_RP).
Grant Microsoft 365 Consent
- Click the Configure button.
- On the next screen, the Microsoft 365 Admin is required to allow ExtendSync to use the Microsoft Graph API. This is required for Autopilot to operate unattended and to add categories to emails. Click on Step 1 and then review the permissions and click Accept.
- Once consent has been granted you will be returned to the portal and should see a Success status next to Re-configure button.
- If you got an error requesting for Microsoft Grant, refer to troubleshooting section below.

If you are not getting Success status after requesting for Microsoft Grant please be sure that:
- You are logging in to the subscription portal with the same email domain (or an alias for the domain) as the Microsoft 365 account you are granting consent.
- If consent was previously granted by the Microsoft 365 admin and you are logging in with a different email domain. In this case, failed attempt for Microsoft grant can be ignored.

An example of this scenario would be an outsourced consultant who has been granted access to the portal to manage licenses for your organization. When the consultant logins in with their own domain the green checkmark will not appear since the check is being done for their domain.

If you're not the Microsoft 365 admin you will see a screen similar to the one below. You can either have your admin join you via a screen share and have then click the Sign In link or you can copy the URL in the browser window of the authorization screen and email that to your admin. They must authorize within 5 minutes.

In NetSuite, go to Setup > User/Roles > Manage Roles and and select the relevant custom role.
Go to Permissions > Custom Record Tab.
Add Celigo Send from Outlook Email Config and set to FULL.
Go to Permissions > Lists
Add Track Messages and assign FULL access level

Users should login to ExtendSync add-in at least once and create NetSuite connection inside the app.
Share this link to Install and login to ExtendSync

Let your users know where to get help when they need it. ExtendSync offers several ways to get help.