With ExtendSync for Outlook NetSuite (Enterprise Edition), you can seamlessly connect Microsoft OneDrive for Business and SharePoint to NetSuite — allowing you to upload, associate, and access files directly from within NetSuite and Outlook.
Before You Begin
For first-time users, this feature requires:
Proper NetSuite permissions for the record type you want to access.
Access to your Microsoft 365 account.
How to integrate OneDrive for Business, SharePoint, and NetSuite
Step 1: Go to a NetSuite record and locate the CloudExtend Files Tab
Open any NetSuite record where the CloudExtend Files Tab is deployed (e.g., Customer, Contact, or Opportunity).
💡 Don’t see the tab?
Share this article with your NetSuite Admin — they can enable or hide the CloudExtend Files Tab by following the instructions here:
📘 Add or Remove the CloudExtend Files Tab
Step 2: Log In to Your Microsoft 365 Account
When you open the CloudExtend Files Tab for the first time:
Click Get Started.
Sign in using your Microsoft 365 credentials.
Review and accept the permissions requested by the app.
Once authenticated, the window will close automatically — you’re connected!
You can now start uploading and associating files from OneDrive or SharePoint with NetSuite records.
Step 3: Attach Folders or Files from OneDrive or SharePoint
There are several ways to add files to OneDrive for Business and associate them with NetSuite records.
👉 Know the prerequisites and who can use the OneDrive and Sharepoint sync here.
Ways to Store Files or Folder to CloudExtend files tab and Attach them to NetSuite Records
See how the OneDrive and Sharepoint Integration works!
Associate existing OneDrive or SharePoint files/folders with NetSuite
If your files already exist in OneDrive or SharePoint:
Click Attach from OneDrive.
The Microsoft File Picker will open.
Select the files or folders you want to associate.
Click Open — the selected items will now appear in the CloudExtend Files tab within your NetSuite record.
Attach files from your local computer to OneDrive or SharePoint (and see them in NetSuite)
If your files are saved locally:
Select Upload to OneDrive and Attach.
Browse your local folders or drag and drop files into the target area.
The Microsoft File Picker will appear, allowing you to choose where in OneDrive or SharePoint to store your files.
Once uploaded, they’ll automatically appear on the related NetSuite record.
Use the Search Bar
Use the Search bar at the top of the CloudExtend Files tab to find and attach files quickly.
Type the document name or keyword, and ExtendSync will return matching results from your connected OneDrive or SharePoint account.
Save file attachments from Outlook directly to OneDrive or SharePoint and see them in NetSuite
You can save email attachments directly to OneDrive or SharePoint — and they’ll appear in NetSuite automatically.
🎥 Watch it in action: (See 0:30 mark in the video above.)
If a OneDrive or SharePoint folder is already associated with a NetSuite record:
Saving attachments to that folder in Outlook automatically links them to the same NetSuite record.
If you’re using OneDrive Desktop Sync, simply save attachments to your synced local folder — ExtendSync will detect the changes automatically.
Attached vs Associated Folder or Files
ExtendSync differentiates between files and folders that are attached vs those that are associated with NetSuite records.
Attached
Files or folders you explicitly attach to a NetSuite record using ExtendSync.
Appear at the root level of the CloudExtend Files tab.
Display a pin icon, indicating they’re “pinned” to the record.
Even if you move these files later in OneDrive or SharePoint, they remain attached in NetSuite.
Associated Items
Files or subfolders inside an attached folder.
Remain associated with the NetSuite record only while they stay within the attached folder.
Moving them elsewhere in OneDrive or SharePoint breaks the association.
Associated items do not display a pin icon.
Mixing Attached and Associated Items
If you attach an item that’s already inside an attached folder:
It will also be treated as pinned.
The item will appear both at the root level and under the folder.
Need help?
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