ExtendSync for Outlook NetSuite (Enterprise Edition) lets you connect NetSuite with Microsoft OneDrive for Business and SharePoint, giving users true cloud-based storage and seamless visibility of files and folders directly from NetSuite records.
Prerequisites
CloudExtend for NetSuite bundle installed
An Enterprise subscription to Extendsync for Outlook NetSuite
About the CloudExtend Files Tab
he CloudExtend Files tab lets you view and manage the files and folders associated with your NetSuite records.
The tab is deployed by default on Customer and Contact records.
Admins can also deploy it to other record types by following these instructions:
📘 How to Add or Remove the CloudExtend Files Tab
💡 Note:
At present, all ExtendSync customers with the CloudExtend bundle installed will see the tab on Customer and Contact records — but only licensed Enterprise users can use its full functionality.
Who Can Use the CloudExtend Files Tab?
User Type | Access Level |
Enterprise Edition Users |
|
All Other Users |
|
💡 Interested in trying the feature?
Contact cloudextend-sales@celigo.com to request a free trial or upgrade to Enterprise.
Connecting NetSuite to OneDrive for Business and SharePoint
When accessing the CloudExtend Files tab for the first time:
Click Get Started.
Enter your Microsoft 365 credentials when prompted.
Review and accept the requested permissions.
Once permissions are granted, the window will close automatically — your NetSuite account is now connected to OneDrive and SharePoint.
💡 Tip: The connection is secure and uses Microsoft’s authentication flow. You’ll only need to grant permissions once per account.
Working with the application
Once connected, you can:
Upload files directly from your desktop to OneDrive or SharePoint.
Select existing files already stored in OneDrive/SharePoint and link them to your NetSuite records.
Access and collaborate on these files from within NetSuite — without consuming any File Cabinet storage.