Thanks for choosing CloudExtend Google Workspace for NetSuite. This article covers the steps necessary to install and configure CloudExtend Google Workspace for NetSuite.
⚠️See this article to make sure you meet all the prerequisites before continuing.
⏰We recommend that you schedule time for us to assist you with your trial set up.
Please click here to schedule a time convenient for you. It should take approximately 30 minutes.
Links to steps below
In a hurry and want to do it yourself?
If you are fluent with installing bundles in your NetSuite instance then gather your NetSuite Admin and your Google Apps Admin you can follow along with the video and step by step guide below. If you get stuck email firstname.lastname@example.org
Step 1 : Install CloudExtend Enterprise Sync Marketplace App
To learn more about CloudExtend Marketplace app and steps to install click here
Step 2 : Install CloudExtend Bundle
To install the CloudExtend bundle click here.
NOTE: If you are installing CloudExtend on to a Sandbox account, search for Bundle ID: 20497 (Celigo CloudExtend for Google Apps)
Once installed and the preferences are set, the CloudExtend bundle makes all the following four components available on your Account.
- CloudExtend for Gmail
- CloudExtend for Google Calendar
- CloudExtend for Google Docs
- CloudExtend for Google Contacts (deprecated, do not select)
The components are not yet active. You can activate all or some of the the components by creating trial licenses as described in the Activating Components section next.
Step 3: Activating the Components
Once the steps listed in Installing the Bundle have been completed, you will find the Celigo License Manager under Setup > Custom. NetSuite’s menus are typically cached by the web browser and therefore the new License Menu may not be available immediately after installation. In which case, you can access the License Manager by going in to Setup > Setup Manager > Custom > Celigo License Manager.
The Celigo License Manager provides you with a convenient interface for activating all Celigo products installed on your account. In order to activate CloudExtend or any of its components individually, start by clicking on the “Create Trial License” link next to the bundle or component.
If you want to activate multiple CloudExtend components, the quickest way to do so is by creating a trial license for the CloudExtend bundle. When you do so, you will be prompted to select the components of CloudExtend you want to license. Below, we’ve chosen all but the deprecated Contact sync.
The next page prompts you for contact information about your company. Celigo uses this information to ensure that you get the best possible support during your product evaluation.
In the last step of the activation process, specify the Google Apps Domain, to be used with Celigo CloudExtend. IMPORTANT: DO NOT place “www.” in front of the domain. Use only our-domain.com, or our-domain.org, for example.
Step 4: Authorize Access and Allocate Licenses
NetSuite Admin & Google Super Admin Setup
Make sure you have Admin access to NetSuite and Super Admin access to the Google Apps account for your organization. If you do not have these credentials, you’ll either need to get them or the set-up must be done with the person who does have the credentials.
The CloudExtend Setup Wizard guides you through the most important steps of installing and configuring CloudExtend. Before using the Wizard, please ensure that you have created licenses for the CloudExtend components that you wish to use.
NOTE: The Configuration Wizard is launched immediately after setting up CloudExtend licenses through the Celigo License Manager. If you wish to re-launch the Configuration Wizard at a later time, go to Setup > Custom > Celigo CloudExtend Setup Wizard.
4.1: Launch Celigo CloudExtend for Google Workspace Setup in NetSuite
In your NetSuite account, navigate to Setup > Custom > Celigo CloudExtend Setup
4.2: Google Authorization
- Access to Google – Click on Grant Access in the pop-upIf you do not see the pop-up click on the ‘here’ link to bring up the page shown above in new tab and click Grant Access
- Click on Next when you see the Thank You message
4.3: Complete Calendar and One-World Settings
Note: Calendar and OneWorld Settings are optional and will appear only if relevant to your account and license.
Choose the relevant options to your account for the fields as pointed by arrows and click Next.
4.4: Granting User Licenses
Choose one or more Employees to allocate license seats and click Next
You may click All to select/deselect all the employees for a particular product.
4.5: Completion of Administrator Setup on NetSuite
Congratulations! You are done. Click Finish to go back to NetSuite.
Once Administrator has finished the setup, the individual users will get an email specifying the User level steps.
Step 5 : Google Drive Sync Setup
If you are licensed for Google Drive, you will need to install this additional CloudExtend component in your Google Workspace.
Navigate to the G Suite Admin console to manage client API access (make sure you are signed out of all other Google Accounts other than the one for which you need to enable CloudExtend for Google Drive). This setting can be found at Security=> API controls => Domain wide delegation => MANAGE DOMAIN WIDE DELEGATION (if the path provided is not showing for you let us know as Google changes this path from time to time).
Add the following details for ClientID and API scopes to create a new Authorized API client.
https://www.googleapis.com/auth/calendar, https://www.googleapis.com/auth/drive, https://www.googleapis.com/auth/userinfo.email, https://www.googleapis.com/auth/userinfo.profile
Once this is done, The Google drive integration should be up and running for your organization.
Step 6: Enable Autopilot (for Enterprise subscriptions)
Autopilot enables Gmail users to put an email thread on Autopilot, ie once you attach the email to a NetSuite record all subsequent emails in the same thread will automatically attach to the same set of records. Autopilot is available for customers with Enterprise Edition subscriptions.
Follow the steps in this article to enable Autopilot.
Step 7: User Level Setup
Make sure the following steps are performed by individual users of the CloudExtend for Gmail. These are NOT to be performed by the Administrator on behalf of the users.
All end users will receive the below email once a license is allocated to them. They should download the extension by clicking the link in the email. That same link is displayed here. (Screenshot of a sample email below).
Step 8 (Optional): Enable TBA OR SSO based login.
Single Sign On SSO
If your organization uses Google based Single Sign-on to login to NetSuite, your end users can use the same login to connect CloudExtend Gmail to NetSuite.
Contact support using the chat icon in this page to enable SSO on CloudExtend Gmail.
Refer to this article to how to setup SSO for CloudExtend Gmail
Token Based Authentication (TBA)
To set up Token Based Authentication (TBA) admins should follow the instructions in this article.