What is CloudExtend Outlook NextGen?

CloudExtend gives your organization visibility into important communications. Without CloudExtend your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more.

The next generation of CloudExtend Outlook for NetSuite was built so that the user experience is improved and users can perform their day-to-day tasks with more ease.

💡 Note:

This version is exclusively accessible to Enterprise and Group edition users at present. We are actively striving to extend availability to User Edition users as well.

⚠️ Before transitioning to NextGen, please review the following important information:

Thread-based and Email Address-based Autopilot will continue to work in the NextGen version.
Any emails previously associated via Thread or Email Address-Based AutoPilot will show properly as the associated inside CloudExtend app.
However, if the email was previously associated via One-Time, it will tagged as This email is not associated with any Records.
Shared Mailbox is not yet supported in this release.

We are actively working on addressing this issue and plan to resolve it in the upcoming release!

Install and Login

Check prerequisites to try the new App (For Admins)
Install and Login
Switch to Outlook NextGen
Interface Guide Cheat Sheet

Recommended Customizations

Pin CloudExtend to keep the App open as you move from email to email
Optimize Search for Records
Set your filter for search results (Learn how CloudExtend searches for matching records here).
Change the message tab view in NetSuite

Sync Emails to NetSuite

What are the record types supported by CloudExtend Outlook for NetSuite?
Saving emails from your inbox or sent items
- Associate Email
- Autopilot (Enterprise Only)
  - What is Auto-Association for Autopilot 2.0?
  - How to turn off Autopilot?
How to Save Emails to NetSuite while in Compose mode
How to Select Records and sync file attachments
Various search options to find which records you want to attach to your emails
Shared Association History
Set your file attachment sticky setting
Where emails are stored in NetSuite? Learn about the roll-up feature too!
Understanding your CloudExtend Settings

Create, Update or View some records in NetSuite via CloudExtend

Calendar Sync

Prerequisites and Troubleshooting tips before using the Calendar feature
How to save Calendar events to NetSuite records
Event Sync (Enterprise users only) 🆕
- Currently FREE through October 1st, 2024. Learn about the fees associated here!

More Features for Enterprise Users

Learn the best practices when using Autopilot
Save emails from your Mobile device
Save OneDrive or SharePoint files to NetSuite

Begin using CloudExtend Outlook for NetSuite 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 cloudextend-success@celigo.com.

👉 Check out these best practices for you to optimize your CloudExtend usage! Happy saving!

Getting Started: CloudExtend Outlook - Getting Started Guide

Feature Comparison Table: CloudExtend Outlook vs Gmail for NetSuite NextGen

Why We Built It: CloudExtend Outlook for NetSuite NextGen

Getting Started: Prerequisites for CloudExtend Outlook for NetSuite NextGen

Calendar Sync: Manually Saving Outlook Calendar events to NetSuite records