ExtenSync uses NetSuite's secure 3-Step Authentication flow. NetSuite determines the login method used for 3 Step Authentication flow based on a user's previous logins with NetSuite. Because of this, some users may have trouble logging into CloudExtend with SSO, or, in the event of roles such as admin roles, without SSO.
Determine your use case below and follow the steps to clear your cache and obtain your troubleshooting URL.
👉 For additional troubleshooting tips refer to this article.
Log in using Non-Admin and SSO Enabled Role
First Phase
Step 1: Launch the app and click Login to Legacy.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
(Optional) Step 3: Clear your cache.
Windows | Mac |
Clear your cache Microsoft Edge and Internet Explorer. | Clear the cache on Safari (this is independent of your default browser, ie even if your default browser is Chrome above must be completed). |
Step 4: Click on the troubleshoot link and enter the URL of your Identity provider's NetSuite login. See the instructions for obtaining the URL.
Step 5: At this point, you have successfully reset the last authentication method and should be able to successfully log in via the ExtendSync App using your SSO role by clicking the Login to New App button.
Second Phase
Step 1: Click on Login to New App.
You will be prompted to log in to your Microsoft account.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 3: Select the role you want to log in with and hit Allow.
You are now logged in to ExtendSync!
💡 Note: If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Log in using Admin or Non-SSO Role
NetSuite does not allow admins to log in with SSO. If your org has SSO set as the primary authentication method and you want to login to NetSuite as an admin via the 3-Step Authentication flow follow the steps below.
First Phase
Step 1: Launch the app and click Login to Legacy.
Step 2: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
(Optional) Step 3: Clear your cache.
Windows | Mac |
Clear your cache Microsoft Edge and Internet Explorer. | Clear the cache on Safari (this is independent of your default browser, ie even if your default browser is Chrome above must be completed). |
Step 4: Click on the troubleshoot link and enter https://system.netsuite.com.
⚠️ If this does not prompt you to log in then use your NetSuite dashboard URL (such as https://123456.app.netsuite.com where you replace 123456 with your account number).
❗️If you have more than one NetSuite account be sure to navigate to the desired account before closing the window. |
Step 5: Enter your credentials and choose the desired non-SSO role (Admin, etc.) and log in. Once logged in close the NetSuite window.
Second Phase
Step 1: Click on Login to New App.
You will be prompted to log in to your Microsoft account.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 3: On the first part of the login flow, enter your NetSuite username (this will be your NetSuite email).
Step 4: Enter your NetSuite credentials and choose the role that you need to log in to and click Allow. You are now logged in to ExtendSync!
💡 Note: You will also be required to enter your NetSuite username and password. If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Obtaining the URL for your NetSuite login using Microsoft Azure AD as your Identity Provider
Step 1: Go to https://myapplications.microsoft.com/ in your browser.
Step 2: Click the ellipse in the NetSuite tile.
Step 3: Copy the link (you will use this link for Step 4 above).
