This guide helps you create clear internal guidelines and processes so everyone using ExtendSync for Outlook NetSuite is on the same page before, during, and after go-live.

Use these questions and checklists to align your departments, ensure consistent usage, and drive long-term adoption.

🧭 Planning Your Rollout

👥 Who Will Use ExtendSync?

Decide which departments will use ExtendSync:
- Sales
- Customer Service
- Support
- Finance
- Operations
Each team may work with different NetSuite record types, so define unique processes where needed.

🗂️ Which Records Should Emails and Events Be Saved To

Each department should establish its own guidelines.

Example:
You’re working with contact Jess Nana at a company Socially Savvy Studio.
You have an open opportunity and an open estimate related to this customer.

These are 4 different record types in NetSuite: contact, customer, opportunity, and estimate.

Decide where you want emails saved — for instance:

Customer record (for organization-wide visibility)
Opportunity or Estimate record (for context during deals)

💡 Good news:
When you save an email to a Contact, Opportunity, or Estimate, it automatically rolls up to the Customer record.

📘 Learn more about Email Rollup in NetSuite

📧 What Should Be Saved to NetSuite?

ExtendSync lets you save:

Emails
Events
Attachments

Determine what your organization wants to capture.
All saved content appears under each record’s Communication > Messages tab for full visibility.

💡 Tip: Attachments consume NetSuite storage.

For large attachments, consider saving to OneDrive or SharePoint instead.
📘 Learn about saving attachments efficiently

📏 How Much Should Be Saved?

“If it isn’t in NetSuite, it didn’t happen”.

Encourage users to save all important communications — emails, meetings, and attachments — to ensure full visibility.
Attachments do take up storage space, so you may want to consider using OneDrive/SharePoint to save these attachments if they are over a certain size.

📘 Learn about saving attachments efficiently

🧾 Which Fields Should Be Included When Creating Records?

With ExtendSync, users can create, edit, or view NetSuite records directly from Outlook.

For each supported record type:
- Decide which standard and custom fields should appear on the form.
- Configure these in ExtendSync so users see the right details when creating or editing records.

⚙️ Implementation / Setup Checklist (Admins)

Follow this checklist before deploying to users.
📘 View Full Installation Guide

🧩 Admin Setup

☐ Whitelist celigo.com domain

☐ Install the ExtendSync Outlook SuiteApp

☐ Grant Microsoft API Consent

☐ Verify CloudExtend Outlook bundle is installed (legacy customers)

☐ Adjust NetSuite permissions for all relevant roles

☐ Allocate ExtendSync licenses to end-users in the https://subscriptions.cloudextend.io/

☐ Add admin usersr in the portal

☐ Deploy ExtendSync to users via the Microsoft 365 Admin Center

☐ Set Up Usage Metrics

🧮 Enable Core & Enterprise Features

Depending on your edition, enable the following:

Feature	Edition	Description
Send from Outlook	Starter or Enteprise	ExtendSync allows users to send emails directly from NetSuite’s interface. 📘 Enable Send from Outlook
Autopilot for Emails	Enterprise	Automatically sync selected Outlook emails to NetSuite. 📘 Enable Autopilot for Emails
Attachment Autopilot	Enterprise	Automatically store email attachments in the NetSuite File Cabinet. 📘 Enable Attachment Autopilot
OneDrive / SharePoint Integration	Enterprise	Link folders and files to the CloudExtend files tab to a NetSuite record. 📘 Enable OneDrive & SharePoint Integration