Welcome to CloudExtend Outlook for NetSuite. We're glad to have you on board. We've created this short guide to help streamline your setup.
NetSuite Admin Responsibilities
Permissions and installation of the performance bundle
Review permissions, and prerequisites, and install the performance bundle.
Step 1: Review the required permissions and prerequisites here
Step 2: Install the CloudExtend Bundle. Failure to install the bundle will result in slower performance.
Step 3: If your organization will be using CloudExtend to attach OneDrive/Sharepoint files and folders to NetSuite records, learn how to get started here. Note this is a feature exclusive to Enterprise Edition users.
Allocate end-user licenses
End-user licenses are allocated via the admin email provided to Celigo during the initial setup. This user should perform the steps below to allocate licenses to end-users.
Step 1: Login to subscriptions.cloudextend.io with the Microsoft ID (typically your email) previously provided.
Step 2: Follow these instructions to allocate the license(s) to the end-users. Users will then receive an email within 30-60 minutes with instructions on installing the add-in and more. To install, users will go to the Get Add-Ins link in Outlook to install. (see image below). Alternatively, if you would like to install the app for your users, this can also be done via the O365 admin center. More on that here.
In order to ensure all users receive this email along with any other important communication from us, it is important to whitelist the celigo.com domain otherwise there is a chance it can go to their spam folder.
(Note this is a feature exclusive to Enterprise Edition users and can only be enabled by an O365 Admin)
Autopilot for Shared mailboxes is also available. See the article below to know how to configure. Click here!
Before you enable Autopilot, you must ensure that at least 1 user has downloaded and logged in to CloudExtend.
The first time a user logs into NetSuite via the CloudExtend App the integration record will be created. I suggest you allocate a license to yourself via the portal, download CloudExtend and then log in before proceeding to the next step. (You can always remove yourself after if you are not going to be an active user).
Enable Autopilot for your organization. See two different ways to use Autopilot:
Thread-based Autopilot: Autopilot enables users to attach an email to one or more NetSuite records and then auto-sync every single back/forth reply attached to those same records, even when they are away from their computer. When to use it:
You want more in NetSuite, than not in NetSuite and you want less clicks to get emails into NetSuite to the right records.
You are saving to transaction records like Sales Orders or Invoices and the email threads typically only involve discussing 1 transaction at a time.
You typically do have long email threads going on with customers and a lot of back and forths.
Email address Autopilot: When you receive an email, you can monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks. When to use it:
You want all important emails in NetSuite without having to do much to get them there. Set it and forget it!
You are saving to entity records likes contacts, customers, vendors, prospects, leads etc.
✨ Email address-based Autopilot (aka Autopilot 2.0) is by far the easiest and quickest method to get your emails into NetSuite!
Meet with the CloudExtend team to get set up for success.