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 CloudExtend 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.
Installing from Microsoft Add-in
The view will depend on your Outlook version. Click here to get the latest guide from Microsoft.
Windows Users
From the ribbon bar...
Go to the Home tab and click Get Add-ins
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From the ribbon bar...
Go to the Home tab and click All Apps |
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From the ribbon bar...
New Outlook Simplified View Go to the Home tab and click the Get Add-ins icon | 
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Inside an email...
Open an email and click the
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For Web users
(1) Get Add-Ins icon on the ribbon bar (2) Click Add Apps icon (3) Select a message then select | 
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Mac Users
From the ribbon bar...
Go to the Home tab and click Get Add-ins
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From the ribbon bar...
Click the |  |
Inside an email...
Open an email and click the
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Add and Launch the CloudExtend App
Step 1: Once you find the Get Add-Ins option, search for CloudExtend in the search box. Click on Add to add the add-in to Outlook.
Step 2: CloudExtend will appear on your ribbon bar. If the Add-in is greyed out, click on any email from your inbox to activate the application. Get ready with the following:
NetSuite Credentials
NetSuite Account Number - Learn to find your account number
Determine if your account is NetSuite OneWorld - See the guide here
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
Step 1: Open the add-in and click Authenticate with NetSuite or Login to NetSuite.
Step 2: Enter your NetSuite User Name (typically your email address).
Step 3: Enter your NetSuite account number and click Connect to NetSuite.
Step 4: The App will guide you through the remaining steps based on your NetSuite role. Below you can see a role with 2-factor authentication logging in via the Outlook App.
🚨 IMPORTANT
You will be logged out of your current NetSuite session the first time you log in. Don't worry though, once logged in you'll be able to have both sessions active at the same time. As long as you don't log out of CloudExtend you won't need to enter your credentials again, even if your password expires.
Single Sign On
To log in using Single Sign On, follow the steps below:
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.
First Phase
Step 1: Launch the app and click Authenticate with NetSuite.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
Step 3: Clear your cache.
Windows | Mac |
Clear your cache Microsoft Edge and Internet Explorer. | Clear the cache on Safari (this is independent of your default browser, ie even if your default browser is Chrome above must be completed). |
Step 4: 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).
❗️If you have more than one NetSuite account be sure to navigate to the desired account before closing the window. |
Step 5: Enter your credentials and choose the desired non-SSO role (Admin, etc.) and log in. Once logged in close the NetSuite window.
Second Phase
Step 1: Click on Authenticate with NetSuite.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
Step 3: Enter your NetSuite Account ID
Step 4: Choose the role that you need to log in to and click Allow.
Step 5: Enable the One World toggle switch if you are using NetSuite OneWorld and hit Continue. See the guide here to determine if you are using a OneWorld account.
Log in using Non-Admin and SSO Enabled Role
First Phase
Step 1: Launch the app and click Authenticate with NetSuite.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
Step 3: Clear your cache.
Windows | Mac |
Clear your cache Microsoft Edge and Internet Explorer. | Clear the cache on Safari (this is independent of your default browser, ie even if your default browser is Chrome above must be completed). |
Step 4: Click on the troubleshoot link and enter the URL of your Identity provider's NetSuite login. See the instructions for obtaining the URL.
Step 5: At this point, you have successfully reset the last authentication method and should be able to successfully login via the CloudExtend App using your SSO role by clicking the Authenticate with NetSuite button in the CloudExtend app.
Second Phase
Step 1: Click on Authenticate with NetSuite.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
Step 3: Enter your NetSuite Account ID
Step 4: Choose the role that you need to log in to and click Allow.
Step 5: Enable the One World toggle switch if you are using NetSuite OneWorld and hit Continue. See the guide here to determine if you are using a OneWorld account.
Learn how to Get Support
Please try searching for your issue first. 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.
🔵 In the app, go to your home screen and click the message icon!
🔵 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!