🔍 Find all your important CloudExtend Outlook Resources in 1 place here!

Guides and resources to ensure you are setup for success.

Written by Justine Burdo
Updated over a week ago

You can find all your important CloudExtend resources in this one article!

Includes guides for:

Installation and setup (Admins)
End user resources
Miscellaneous

Installation/Setup Guides (Admins)

📕 Complete CloudExtend Outlook for NetSuite step by step setup guide

OR Individual guides for each specific step:

📌 Login permissions to set in NetSuite

📌 Bundle install

📌 Enabling AutoPilot (Enterprise Users Only)

📌 Install CloudExtend Outlook for your users via the O365 Admin center

📌 How to allocate CloudExtend licenses to users via the admin portal

📌 Deploy the CloudExtend Files tab (used to attach OneDrive and/or Sharepoint files and folders to NetSuite records) to other record types than contacts and customers (Enterprise Users Only)

End User Setup Guides

📍 Best Practices Guide

📍 End user getting started guide

📍 Recommended customizations (for end-users to make for the best experience)

📍 AutoPilot includes basic instructions, FAQ, and troubleshooting steps

Miscellaneous

✅ Submit and vote for features here

✅ Whitelist Celigo.com Domain

Happy Attaching!