Prerequisites to install CloudExtend Google Gmail for NetSuite NextGen

  • Check with your Admin if they have installed the CloudExtend Netsuite App.

    If yes, proceed to the next steps. 🚨 Learn how to install the SuiteApp bundle here.

  • Adding permissions to the applicable NetSuite roles

    Ensure that the following permissions are enabled on all roles that will be logging in and using CloudExtend by navigating Setup> Users/Roles > Manage Roles.

    1. SOAP Web Services

    2. User Access Tokens

    3. SAML Single Sign-On (ONLY if your company uses Single Sign-On, ie OKTA, OneLogin, etc. - If you enable SSO and do not actually use SSO, users will NOT be able to login to NetSuite until you remove it).

    4. Allow JS/HTML uploads if your user will need to upload .js and .htm files

    5. Documents and Files (if users will be attaching files): Minimum permission required is Create.
      💡 Note: Full access is required only for users that have enabled the legacy attach method.

    6. Track Messages: Minimum permission required is Create.

👉 Check out CloudExtend Login Prerequisites to learn more about permissions.

To see the full installation and setup guide, go to this link.


Install

Let's install the CloudExtend CloudExtend for NetSuite NextGen to your Gmail.

Step 1: Click the link here then hit Add to Chrome.

Step 2: A prompt will appear, hit Add Extensions to install.

Step 3: Then go to your Gmail and click the blue Celigo icon to load the NextGen application.

💡 Seeing two Celigo icons? No need to worry.

Blue Celigo Icon - CloudExtend Gmail for NetSuite NextGen

Grey Celigo Icon - CloudExtend Gmail for NetSuite Legacy

Step 4(Optional): If you have the legacy version, we recommend uninstalling it from your browser.

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