In some cases, your Microsoft 365 Admin may have a policy of authorizing and installing Apps on behalf of the end-user via this process. If in doubt ask your Admin, otherwise follow the instructions below to install directly from the Microsoft Store.
Watch this video or follow the steps below to learn how to install ExtendSync Outlook
Optional NetSuite Performance Bundle
We highly encourage you to ask your NetSuite Admin to install the CloudExtend Performance Bundle in your NetSuite account. Share this link with them. Having this bundle installed improves performance by up to 3x and enables additional Enterprise features during the trial period. If you're not sure if it's installed or not don't worry, we'll send you an in-app message letting you know it's not installed.
Install ExtendSync App
Install and download directly from Microsoft AppSource
Step 1: Install and download directly from Microsoft AppSource via this link here.
Step 2: After install, open Outlook on the desktop (or continue on the web) open any email and click the ExtendSync icon in the ribbon or under get add-ins.
Installing from Microsoft Add-in
Users are on the new Outlook version and do not see the option to click 'Get Add-ins', please have them try the following:
From the Navigation Bar, select the Apps icon.
or
When opening an email:
Launch an email and select the Apps icon.
A small window will pop up; click Add Apps.
💡 Note:
The view will depend on your Outlook version. Click here to get the latest guide from Microsoft.
Add and Launch the ExtendSync App
Step 1: Once you find the Get Add-Ins option, search for CloudExtend or ExtendSync in the search box. Click on Add to add the add-in to Outlook.
Step 2: Depending on your Outlook version, the app will appear in different sections of Outlook.
For Classic Outlook users
ExtendSync will appear on your ribbon bar. If the Add-in is greyed out, click on any email from your inbox to activate the application.
For Web or New Outlook users
Click an email from your inbox then click the three dots and look for the Apps icon. If you see the Apps icon beside the three dots, launch the app from there.
Get ready with the following:
Microsoft Credentials
NetSuite Credentials
NetSuite Account Number - Learn to find your account number
These will be asked during the login process.
Logging In
For login prerequisites and troubleshooting see this article.
Basic Credentials
View the video to log in to the process in action! Start at 0:38.
Step 1: For first-time login you will be prompted to login with your Microsoft.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and can be switched easily without having to sign out by selecting the menu and Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
💡 Note: You will also be required to enter your NetSuite username and password. If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Each connection type will have a different color scheme when you are logged in.
Single Sign On
Determine your use case below and follow the steps to clear your cache and obtain your troubleshooting URL.
👉 For additional troubleshooting tips refer to this article.
To log in using Single Sign On, follow the steps below:
Log in using Non-Admin and SSO Enabled Role
Step 1: Launch the app and click Log in to New App.
You will be prompted to log in to your Microsoft account.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 2: Click on the troubleshoot link and enter the URL of your Identity provider's NetSuite login.
See the instructions for obtaining the URL.
Step 3: A window will appear and validate the role and account that you want to establish a connection then close the window.
❗️If you have more than one NetSuite account be sure to navigate to the desired account before closing the window.
Step 4: Click the Menu > Connections then Add Connection
Once you click on Redirect to NetSuite, browser would remember your SSO login page. You can close this window and click on Add connection again and enter your NetSuite account number and click on Continue. You should be navigated to your SSO login page rather than NetSuite. You can continue logging in and create a connection.
Step 5: Enter your NetSuite Account ID.
NetSuite Account Number
To use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 6: Select the role you want to log in with and hit Allow.
You are now logged in to ExtendSync!
💡 Note: If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Log in using Admin or Non-SSO Role
NetSuite does not allow admins to log in with SSO. If your org has SSO set as the primary authentication method and you want to login to NetSuite as an admin via the 3-Step Authentication flow follow the steps below.
Step 1: Launch the app and click Log in to New App.
You will be prompted to log in to your Microsoft account.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 2: Click on the troubleshoot link and enter https://system.netsuite.com.
⚠️ If this does not prompt you to log in then use your NetSuite dashboard URL (such as https://123456.app.netsuite.com where you replace 123456 with your account number).
Step 3: A window will appear and validate the role and account that you want to establish a connection then close the window.
❗️If you have more than one NetSuite account be sure to navigate to the desired account before closing the window.
Step 4: Click the Menu > Connections then Add Connection
Once you click on Redirect to NetSuite, browser would remember your SSO login page. You can close this window and click on Add connection again and enter your NetSuite account number and click on Continue. You should be navigated to your SSO login page rather than NetSuite. You can continue logging in and create a connection.
Step 5: Enter your NetSuite Account ID.
NetSuite Account Number
To use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 6: Select the role you want to log in with and hit Allow.
You are now logged in to ExtendSync!
💡 Note: If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Obtaining the URL for your NetSuite login using Microsoft Azure AD as your Identity Provider
Step 1: Go to https://myapplications.microsoft.com/ in your browser.
Step 2: Click the ellipse in the NetSuite tile.
Step 3: Copy the link (you will use this link for Step 4 above).
Learn how to Get Support
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
Please provide as much detail as possible. Screenshots are welcome!