Getting Started: CloudExtend Outlook - Getting Started Guide

OLNS | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more

Updated over a week ago

What is CloudExtend Outlook?

CloudExtend gives your organization visibility into important communications. Without CloudExtend your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more.

πŸ’‘ Note:

If you are on a Group Edition, the CloudExtend panel will be slightly different.

Step 1: Install and Login

Step 2: Recommended Customizations for you to make before use (for the best end user experience)

Step 3: Learn how CloudExtend Outlook for NetSuite works

Step 4: Create, Update or View some records in NetSuite via CloudExtend

Step 5: Learn how CloudExtend Calendar Works


Why am I seeing a different view?

  • Free, User and Group Editions do not have access to Autopilot. The Autopilot tab will be deactivated. Reach out to Sales if you want to upgrade. Click here to learn about Autopilot.

  • If you are on Enterprise but Autopilot is not configured by your admin yet your screen will also look like the one below. Click the chat icon and reach out to support to know the next steps.

If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at

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