Welcome to ExtendSync for Google NetSuite! 🎉
We’re glad to have you on board. This guide will walk you through the core setup steps so your team can start using Gmail and Google Drive with NetSuite, and optionally enable Calendar Autopilot as an add-on.

👥 Who is required for the initial setup?

To complete the steps below, you’ll typically need two people from your organization.
For some companies, this might be the same person wearing multiple hats.

A user with Google Workspace Super Admin rights
A user with NetSuite Administrator rights

Before You Begin

Make sure:

You have an active or trial subscription for ExtendSync for Google NetSuite.
You know which features your organization is licensed for (Gmail, Drive, and whether you purchased the Calendar Autopilot add-on).
You have access to install the NetSuite Bundle ID: 20497.
Your organization is on a supported Google Workspace edition (Basic, Business, or Enterprise).

Review Google & Browser Requirements

ExtendSync works with:

Google Workspace Gmail (web) using Chrome
Users signed in with their corporate Google Workspace account
Chrome browser with the ExtendSync extension installed

⚙️ Connection requirements:

Users must sign into Gmail using their Google Workspace (work) account.
Personal Gmail accounts are not supported for production use.
Users’ Google email must match their NetSuite email for best results.

💡 Tip: For best performance and user experience, we recommend:

Latest version of Google Chrome
Using only one active Google Workspace profile in the browser while using ExtendSync

Watch the Install Video

If you are fluent with installing bundles in your NetSuite instance then gather your NetSuite Admin and your Google Apps Admin you can follow along with the video or follow the step-by-step guide below.

🔧 Core Setup (Required for All Editions)

These steps must be completed before anyone can start using ExtendSync for Google NetSuite.

Step	Who Performs It	Description
1. Install ExtendSync for Google Workspace App	Google Workspace Super Admin	Install the ExtendSync app from the Google Workspace Marketplace so it’s available to your domain. 📘 Install ExtendSync from Marketplace
2. Add Google API Scopes (Google Drive, Calendar, & Autopilot)	Google Workspace Super Admin	Add required domain-wide delegation scopes for Gmail and Google Drive, so ExtendSync can function on behalf of users. 📘 Google API Scopes Guide
3. Install ExtendSync NetSuite Bundle (ID: 20497)	NetSuite Admin	Install the ExtendSync bundle in NetSuite using SuiteBundler. 📘 Install NetSuite Bundle 20497
4. Install CloudExtend Gmail for NetSuite SuiteApp	NetSuite Admin	Install the CloudExtend Gmail SuiteApp, which provides the UI and core Gmail integration. 📘 Install CloudExtend Gmail SuiteApp
5. Add CloudExtend Components	NetSuite Admin	Before allocating user licenses, you must activate each CloudExtend component your organization will use. 📘 How to Add CloudExtend Components
6. Allocate Licenses to End-users	NetSuite Admin	Use Celigo License Manager to allocate license to Users 📘 License Management Guide
8. Complete NetSuite Prerequisites (Roles & Permissions)	NetSuite Admin	Confirm that required permissions (SOAP Web Services, User Access Tokens, Track Messages, Documents & Files, etc.) are enabled on roles. 📘 NetSuite Permissions & Prerequisites
9. Install Chrome Extension & Log In	End Users	Users install the ExtendSync Chrome extension, sign in with Google, select their NetSuite environment and role, and start using the app. 📘 Install & Log In Guide

Core Features by Offering

These are the core capabilities that admins can enable, depending on what your organization is licensed for.

Feature	Edition	Description
Autopilot for Emails	Enterprise	Automatically sync selected Outlook emails to NetSuite. 📘 Enable Autopilot for Emails
Google Drive Integration	Enterprise	Users can view and work with Google Drive files from a tab on NetSuite records. 📘 Enable Google Drive Tab

Optional Add-Ons and Integrations

Available if your organization has purchased these Add-Ons or Standalone Features.

Feature	Edition	Description
Calendar Autopilot	Add-On/Standalone	Real-time, intelligent sync between Google Calendar and NetSuite. This is the only calendar offering (Legacy Calendar Sync is deprecated). 📘 Enable Calendar Autopilot (Add-On)

Set Your Users Up for Success

After you've installed ExtendSync for Google NetSuite, you’ll want to make sure your users have everything they need to be successful.

✅ Assist them with installation and login

Share the Chrome Web Store link for the extension. Provide simple instructions on logging in with Google and choosing the correct NetSuite environment and role.

✅ Use your Customer Success Manager

Your Customer Success Manager and Training Manager can provide free end-user training sessions for your team. These can be recorded and shared across your organization.

✅ Train and empower your users

To ensure a smooth rollout and strong adoption:

Schedule a live training session (45 minutes -1 hour) with your user group.
👉 Book your training session here
Share our End-user training video for quick, self-paced learning.
🎥 Watch the training video
(If applicable) Using Calendar Autopilot

Track and Optimize Adoption

Set up usage metrics to monitor adoption, track engagement, and help users stay accountable.

💡 Tip: Review usage data regularly to identify top performers and users who may need additional training or support.

Need help?

Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.

🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!