Welcome to ExtendSync! Whether you’re brand new to our email integration app, need a refresher, or are a newly-added user, we’re happy you’re here. We also know that it’s often much easier to learn your way around a new app with a little expert help.
If that’s you, then you won’t want to miss this masterclass! We’ll have all the tips and tricks for using ExtendSync, from attaching your first email to leveraging Autopilot for a “set it and forget it” approach to creating and editing NetSuite records, too. There’s so much to learn—but we promise to make it easy!
Watch this 30 minutes of the top things to know when you start using ExtendSync, including:
Saving emails based on email address or subject thread
Automatically saving attachments to File Cabinet
Creating, editing, and deleting NetSuite records from your inbox
Syncing calendar events between Outlook / Gmail and NetSuite
Additional resources for you:
ExtendSync Outlook | Admins can leverage this guide when implementing and planning user onboarding
ExtendSync Outlook | Check out what the Send from Outlook is all about
OneDrive and SharePoint Sync | Understand the solutions offered by CloudExtend