CloudExtend

We recommend watching this brief overview video and then following the steps below to get started.

<a href="https://support.cloudextend.io/en/articles/6408512-end-users-install-the-extension-from-the-chrome-store">Install the extension</a> from the Chrome store

<a href="https://support.cloudextend.io/en/articles/6368834-end-user-logging-into-cloudextend-gmail-for-netsuite-nextgen">Login</a>

<a href="https://support.cloudextend.io/en/articles/6960439-interface-guide-cloudextend-gmail-for-netsuite-nextgen">Interface Guide</a>

<a href="https://support.cloudextend.io/en/articles/6387201-faq-determine-the-netsuite-connection-you-have-for-cloudextend-gmail-for-netsuite-nextgen">Determine the NetSuite connection you have</a>

- <a href="https://support.cloudextend.io/en/articles/6408512-end-users-install-the-extension-from-the-chrome-store">Install the extension</a> from the Chrome store
- <a href="https://support.cloudextend.io/en/articles/6368834-end-user-logging-into-cloudextend-gmail-for-netsuite-nextgen">Login</a>
- <a href="https://support.cloudextend.io/en/articles/6960439-interface-guide-cloudextend-gmail-for-netsuite-nextgen">Interface Guide</a>
- <a href="https://support.cloudextend.io/en/articles/6387201-faq-determine-the-netsuite-connection-you-have-for-cloudextend-gmail-for-netsuite-nextgen">Determine the NetSuite connection you have</a>

Step 2: Recommended Customizations to make before use

<a href="https://support.cloudextend.io/en/articles/6368929-email-sync-set-filter-for-search-results-to-reduce-record-clutter-in-cloudextend-gmail-nextgen">Set your filter</a> for search results

<a href="https://support.cloudextend.io/en/articles/6997529-faq-optimize-search-for-records">Optimize Search for Records</a>

- <a href="https://support.cloudextend.io/en/articles/6368929-email-sync-set-filter-for-search-results-to-reduce-record-clutter-in-cloudextend-gmail-nextgen">Set your filter</a> for search results
- <a href="https://support.cloudextend.io/en/articles/6997529-faq-optimize-search-for-records">Optimize Search for Records</a>

Step 3:  Learn how CloudExtend Gmail works

<a href="https://support.cloudextend.io/en/articles/6368907-email-sync-learn-how-to-save-an-email-to-netsuite">Saving emails</a> from your inbox

- Associate Email
- Autopilot (Enterprise Only)

How to <a href="https://support.cloudextend.io/en/articles/6424774-email-sync-how-select-record-and-save-emails-with-attachments">select records and sync file attachments</a>

<a href="https://support.cloudextend.io/en/articles/6424783-email-sync-how-to-save-emails-when-in-reply-or-compose-mode">Saving emails when in reply or compose mode</a>

<a href="https://support.cloudextend.io/en/articles/6378197-email-sync-how-does-shared-association-work">Shared Association</a>

<a href="https://support.cloudextend.io/en/articles/6368882-email-sync-select-netsuite-records-you-want-to-link-your-emails">Various search options</a> to find which records you want to attach your emails

<a href="https://support.cloudextend.io/en/articles/6412618-email-sync-where-are-emails-saved-via-cloudextend-gmail-for-netsuite-nextgen-stored-in-netsuite">Where are emails stored</a> in NetSuite?

Understanding your <a href="https://support.cloudextend.io/en/articles/6387284-faq-understand-cloudextend-gmail-for-netsuite-nextgen-settings">CloudExtend settings</a>

- <a href="https://support.cloudextend.io/en/articles/6368907-email-sync-learn-how-to-save-an-email-to-netsuite">Saving emails</a> from your inbox
  - Associate Email
  - Autopilot (Enterprise Only)
- How to <a href="https://support.cloudextend.io/en/articles/6424774-email-sync-how-select-record-and-save-emails-with-attachments">select records and sync file attachments</a>
- <a href="https://support.cloudextend.io/en/articles/6424783-email-sync-how-to-save-emails-when-in-reply-or-compose-mode">Saving emails when in reply or compose mode</a>
- <a href="https://support.cloudextend.io/en/articles/6378197-email-sync-how-does-shared-association-work">Shared Association</a>
- <a href="https://support.cloudextend.io/en/articles/6368882-email-sync-select-netsuite-records-you-want-to-link-your-emails">Various search options</a> to find which records you want to attach your emails
- <a href="https://support.cloudextend.io/en/articles/6412618-email-sync-where-are-emails-saved-via-cloudextend-gmail-for-netsuite-nextgen-stored-in-netsuite">Where are emails stored</a> in NetSuite?
- Understanding your <a href="https://support.cloudextend.io/en/articles/6387284-faq-understand-cloudextend-gmail-for-netsuite-nextgen-settings">CloudExtend settings</a>

Step 4: Create and Edit Records within the application

<a href="https://support.cloudextend.io/en/articles/6909660-manage-records-creating-new-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Creating new NetSuite records </a>

<a href="https://support.cloudextend.io/en/articles/6960006-manage-records-edit-existing-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Edit Existing NetSuite records</a> 

<a href="https://support.cloudextend.io/en/articles/6387273-faq-record-types-supported-by-cloudextend-gmail-for-netsuite-nextgen">Record types supported by CloudExtend Gmail for NetSuite NextGen</a>

- <a href="https://support.cloudextend.io/en/articles/6909660-manage-records-creating-new-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Creating new NetSuite records </a>
- <a href="https://support.cloudextend.io/en/articles/6960006-manage-records-edit-existing-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Edit Existing NetSuite records</a> 
- <a href="https://support.cloudextend.io/en/articles/6387273-faq-record-types-supported-by-cloudextend-gmail-for-netsuite-nextgen">Record types supported by CloudExtend Gmail for NetSuite NextGen</a>

Step 5: Learn how CloudExtend Google Drive works

<a href="https://support.cloudextend.io/en/articles/1724068-google-drive-attaching-google-drive-files-and-or-folders-to-netsuite-records">Google Drive Overview</a>

- <a href="https://support.cloudextend.io/en/articles/1724068-google-drive-attaching-google-drive-files-and-or-folders-to-netsuite-records">Google Drive Overview</a>

Step 6: Learn how CloudExtend Calendar works

<a href="https://support.cloudextend.io/en/articles/1724044-calendar-sync-understand-how-cloudextend-calendar-sync-works">Calendar Sync Overview</a>

- <a href="https://support.cloudextend.io/en/articles/1724044-calendar-sync-understand-how-cloudextend-calendar-sync-works">Calendar Sync Overview</a>

Step 7: Download Gmail Lite to save emails from your Mobile device to NetSuite

<a href="https://support.cloudextend.io/en/articles/1938778-getting-started-with-cloudextend-gmail-lite-with-mobile">Instructions on downloading and installing Gmail Lite</a>

- <a href="https://support.cloudextend.io/en/articles/1938778-getting-started-with-cloudextend-gmail-lite-with-mobile">Instructions on downloading and installing Gmail Lite</a>

View stats on how your application is helping you stay productive. 

<a href="https://support.cloudextend.io/en/collections/4032313-cloudextend-gmail-analytics">Gmail Analytics Overview</a>

- <a href="https://support.cloudextend.io/en/collections/4032313-cloudextend-gmail-analytics">Gmail Analytics Overview</a>

Step 8: Begin using CloudExtend Google Workspace NextGen to save time and be more productive.

If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at <a href="mailto:cloudextend-success@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-success@celigo.com</a>.

Step 1: Install and Login