Learn how to auto-fetch and manually search for records using CloudExtend.


Option 1: Auto-fetch to attach to configured record types

Step 1: Click on an email you want to save to NetSuite. (If you do not have Task Pane Pinning on, choose the Celigo button in the ribbon to populate CloudExtend).

Step 2: Click on Suggest Related Records.

Step 3: Once that is clicked, by default CloudExtend does an auto-fetch and looks in NetSuite for relevant contact, customer, and vendor records (default records) associated with that email defined in TO, CC, and From. We also search for 4 or more digits in the subject line. We then display those contact, customer, or vendor records here.

🚨 Click here to learn about how you can configure what record types you want to be displayed on the auto-fetch. For example, maybe vendors are not relevant for you and you want Sales Order pulled back in here.

Step 4: Choose the record (or records) you want to attach to the email. The attachment will not be included for Autopilot.

Step 5: If you also want to save this email to additional records that we did not pull back for you, you can use the Search and Add More Records button at the bottom to search and attach to additional record types.

(1) Autopilot

💡 Note:

Autopilot does not include file attachments. This is by design based on feedback from customers that are concerned about using up their allotted NetSuite storage space. If you receive an email with attachments that you want to attach to NetSuite you can upload them manually, attach them via our OneDrive/SharePoint integration, or cancel Autopilot, forward the mail to yourself, attach the files, and then re-enable Autopilot.

Step 5 continued: This will bring you to the manual search screen.

  • Choose the record you want to search for (1)

  • Type in the search criteria and hit enter (2)

  • Check off the record to attach it to (3)

  • Hit Done (4)

Step 6: You now are ready to attach the email. Autopilot is set to default then you will have two options (Enterprise Only):

(2) One-Time Saving Method

With every email that you want saved in NetSuite, you have to manually save it every single time. When to use it:

  • You only want very important emails in NetSuite.

  • You are saving to transactions like Sales Orders or Invoices.

  • You typically do not have long email threads going on with your customers.

  • You are on the Group Edition and do not have a choice (Autopilot options are only available on the Enterprise Edition. Ask us about upgrading.)

Step 1: Switch to One-Time tab and select the record where you want to save the email to.

Step 2: If you also want to save this email to additional records that we did not pull back for you, you can use the Search and Add More Records button at the bottom to search and attach to additional record types.

Step 3: Go to the Attachments section and mark the files you want to sync. Available for Thread-based Autopilot 1.0 and One-Time Sync.

Step 4 : Click Associate Email, if you are ready to save the email for one-time only.

Step 1: Click Search for records.

Step 2: Choose from the dropdown list one of the supported record types you want to search for and enter the search criteria (company, name, invoice number, etc.), and hit enter.

  • Choose the record you want to search for (1)

  • Type in the search criteria and hit enter (2)

  • Decide if you want to include attachments (3)

  • Check off the record(s) to attach it to (4)

  • Hit Save Email (5) to sync only once

Did this answer your question?