Overview
ExtendSync for Google NetSuite helps your organization capture customer communication by making it easy to attach Gmail messages, Google Drive files/folders, and (optional) Calendar events directly to NetSuite records.
Without ExtendSync, important information stays locked in inboxes and personal Drive folders, making collaboration harder and reducing visibility.
With just one click, ExtendSync centralizes emails, attachments, and files—helping your team collaborate more effectively, stay organized, and save time.
Prerequisites
Before you begin, make sure you have:
Google Chrome (ExtendSync is currently supported only on desktop Chrome)
NetSuite access with the right role permissions
An ExtendSync license assigned to your Google Workspace email
Matching Google Workspace email ↔ NetSuite employee email (unless your admin configured multi-domain mappings)
Optional / Enterprise features:
Autopilot for Emails (Enterprise add-on)
Google Drive Tab for NetSuite Records (Enterprise)
Calendar Autopilot (Add-on; Gmail + NetSuite email must match exactly)
All in 1 video:
Getting Started
Install and Login
Full Installation Guide for Admins
📘 Install and Sign in to the ExtendSync add-in
Interface & Customization
Review the Interface Guide Cheat Sheet to learn navigation
Set your filter for faster record look up
Customize your Messages tab view in NetSuite for more context
Save Emails to NetSuite
What are the record types supported by ExtendSync for Google NetSuite?
Saving emails from your inbox or sent items
Autopilot for Emails (Enterprise Only)
How to turn off Autopilot for Emails? (Enterprise Only)
Various search options to find which records you want to attach your emails
Shared Association History and visual cues when using ExtendSync
Where are emails stored in NetSuite? Learn about the roll-up feature too!
Understanding your ExtendSync settings
Use Gmail Analytics to view stats on how your application is helping you stay productive
Create, Update, or View some records via ExtendSync
ExtendSync lets you interact with NetSuite data directly in Gmail:
📘 Record types supported for record creation in ExtendSync
Google Drive Integration (Enterprise Feature)
ExtendSync helps you link Drive content to NetSuite while minimizing NetSuite storage usage.
Bulk upload your Google Drive files and folders (Admin Only)
Add and Remove the Google Drive tab to NetSuite Records (Admin Only)
📘 Learn How to Use the Google Drive Tab in NetSuite
Calendar Autopilot
Enable Calendar Autopilot (Requires separate subscription)
📘 How Calendar Autopilot Works (Add-on or Standalone)
Support
💬 In-app chat from the ExtendSync app screen.
📩 Email: cloudextend-support@celigo.com (include screenshots if possible).
🎥 Request a walkthrough from your CSM: cloudextend-success@celigo.com.
👉 Next Step: Check out these best practices for you to optimize your CloudExtend usage! Happy saving!