Autopilot enables Gmail users to put an email thread on Autopilot, i.e., once you attach the email to a NetSuite record all subsequent emails in the same thread will automatically attach to the same set of records. Learn more about Autopilot here.

⚠️ IMPORTANT

ExtendSync Autopilot relies on having access to NetSuite entities. By default this includes partners. If partner management in NetSuite is not enabled please enable it at Setup > Company > Enable Features > CRM > Partner Relationship Management. This is required even if you do not plan on using Partner Relationship Management.

First, make sure your organization has a subscription that includes Autopilot. Our sales team (cloudextend-sales@celigo.com) can check this for you. Proceed with the steps below only after your eligibility has been confirmed.

Your Google Workspace Admin will need to make a few changes to allow the proper permissions for ExtendSync Autopilot to work.

Step 1: Navigate to the Google Workspace Admin console to manage client API access. This setting can be found at Security > API controls > Domain wide delegation > MANAGE DOMAIN WIDE DELEGATION (if the path provided is not showing for you let us know as Google changes this path from time to time).

Step 2: Add a new API client with the following details for Client Name and API scopes and click Authorize. Note that the scope list below is already comma-separated for you.
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Client Id (Name)
​113210677340904974316
API Scopes (copy as is, including the comma)​https://www.googleapis.com/auth/pubsub,https://www.googleapis.com/auth/gmail.modify

⚠️ IMPORTANT

After the steps below are completed it will take up to 5 minutes for all the users to have access to Autopilot. The NetSuite configuration consists of two steps, create access tokens and enable Autopilot.

NetSuite Administrators need to enable:

Step 1: In NetSuite, set the configuration globally by navigating to Setup> Company> Enable Features.

Step 2: Go to the CRM tab and scroll down to Partners section then enable Partner Relationship Management.

Step 3: Go to the SuiteCloud tab then enable checkboxes for SOAP Web Services under the SuiteTalk Section and Token-Based Authentication under Management Authentication.

Using the same Admin role navigate to Home >Preferences and enable Use Rich Text Editing on the Appearance tab. ExtendSync will respect this as the tokens (next step) will associate the admin preferences for ExtendSync. Without this setting emails will be synced as HTML.

Using the same Admin role (this is important as the tokens will take on the role of the currently logged-in user, if you prefer not to use the Admin role be sure the role has edit access to all NetSuite records, including custom records).

Step 1: From the home page (scroll to the bottom left), select Manage Access Tokens and then select New My Access Token.

Step 2: Select the application, Celigo CloudExtend for Google Apps, accept the default name provided, and click Save.

Step 3: Save the Token ID and Secret in a secure location such as LastPass as this page will not be available to you again. If you lose them, you can, however, recreate them.

Now that you have your token and secret you are ready for the final step.

Typically a NetSuite Admin will perform the steps below. If desired, permissions can be allocated to non-admin roles as outlined here.

Step 1: Open the CloudExtend setup wizard by going to Setup > Custom > Celigo CloudExtend Setup. Navigate to step 2 by clicking Next.

Step 2: Look for the Autopilot settings configuration pane.

💡 Note: This is only visible for accounts that have a license (including beta) for Autopilot. The user performing the setup must also have a valid Gmail license if enabling Autopilot.

Step 3: Enter the Token ID and Secret from the above step and click Submit.

To disable Autopilot for all users, select Off and then press Submit.

Provide your end-users with a link to this article that provides an FAQ on Autopilot.

Let your users know where to get help when they need it. ExtendSync offers several ways to get help.