Overview
ExtendSync for Outlook NetSuite gives your organization visibility into important communications by making it easy to attach Outlook emails directly to NetSuite records. Without ExtendSync, important emails remain siloed in inboxes and invisible to your team.
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:
Outlook (desktop, web, or mobile)
NetSuite access with proper role permissions
ExtendSync license assigned via the CloudExtend Subscription Portal
Autopilot, Calendar Sync, or OneDrive/SharePoint integration (Enterprise features only)
Getting Started
Install and Login
Full Installation Guide for Admins
Pin ExtendSync to keep the App open as you move from email to email
📘 Install and Sign in to the ExtendSync add-in.
Interface & Customization
Review the Interface Guide Cheat Sheet to learn navigation.
Resize your app window for best display
Adjust your search filters for faster record lookup.
Customize your Messages tab view in NetSuite for more context.
Save Emails to 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 to your emails
Shared Association History and visual cues when using ExtendSync
Set your file attachment sticky setting
Where emails are stored and use the roll-up feature
Understanding your ExtendSync Settings
Save emails from your Mobile device (Enterprise Only)
Send from Outlook (Starter and Enterprise)
ExtendSync introduces a solution—allowing you to send emails directly from NetSuite’s interface.
Click Email using CloudExtend on a record
Compose and send via Outlook
💡 Works seamlessly with NetSuite email templates and attachments!
Attachment Autopilot (Enterprise Only)
All future emails set on Autopilot will automatically sync complete with attachments to NetSuite with no extra clicks!
📘 How to save Email attachments automatically to NetSuite
Create, Update, or View some records via ExtendSync
ExtendSync lets you interact with NetSuite data directly in Outlook:
📘 Supported record types for record creation in ExtendSync
Calendar Sync
Sync Outlook and NetSuite calendars with ease.
Prerequisites and Troubleshooting tips before using the Calendar feature
Enable Calendar Autopilot (Requires separate subscription)
📘 How Calendar Autopilot Works (Add-on or Standalone)
OneDrive and SharePoint Integration (Enterprise Feature)
Simplify file management by connecting OneDrive or SharePoint directly to NetSuite.
CloudExtend Files Tab
Automatically enabled for Customer and Contact records
Search, attach, and upload files from OneDrive/SharePoint
📘 Learn How to use CloudExtend Files tab
Add-On Features - CloudExtend ExtendDocs
Supercharge your ExtendSync experience with ExtendDocs, the add-on for file automation.
Sync Email Attachments to OneDrive and SharePoint (Add-on)
Auto-Create Folder (Add-On or Standalone)
More Features for Enterprise Users
Learn the best practices when using Email Autopilot
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 our Best Practices Guide to optimize your ExtendSync usage. Happy saving!