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

Outlook (desktop, web, or mobile)
NetSuite access with proper role permissions
ExtendSync license assigned via the CloudExtend Subscription Portal
(Enterprise features only) Autopilot, Calendar Sync, or OneDrive/SharePoint integration

Getting Started

Install and Login

Check prerequisites
Install and Login
Pin ExtendSync to keep the App open as you move from email to email
Interface Guide Cheat Sheet

Customize your Setup

Resize your App for best display
Optimize Search for Records
Set your filter for search results (Learn how ExtendSync searches for matching records here).
Change the message tab view in NetSuite

Save Emails to NetSuite

What are the record types supported by ExtendSync for Outlook NetSuite?
Saving emails from your inbox or sent items
- One-Time Save
- Autopilot for Emails (Enterprise Only)
- How to turn off Autopilot for Emails? (Enterprise Only)
How to Save Emails to NetSuite while in Compose mode
How to Select Records and include file attachments
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 in NetSuite? Learn about the roll-up feature too!
Understanding your ExtendSync Settings
Save emails from your Mobile device (Enterprise Only)
Show previously saved emails using the legacy version

Send from Outlook (Starter and Enterprise)

ExtendSync introduces a solution—allowing you to send emails directly from NetSuite’s interface.

See how to initiate emails using via Send from Outlook feature.

Attachment Autopilot (Enterprise Only)

All future emails set on Autopilot will automatically sync complete with attachments to NetSuite with no extra clicks!

Explore how you can save Email attachments automatically to NetSuite

Create, Update, or View some records via ExtendSync

Calendar Sync

Prerequisites and Troubleshooting tips before using the Calendar feature
How to save Calendar events to NetSuite records
Calendar Autopilot Sync (Add-on or Standalone)

OneDrive and SharePoint Integration (Enterprise Feature)

Managing files across email, shared drives, and local folders can quickly become messy. CloudExtend helps you keep everything organized by connecting OneDrive or SharePoint directly to NetSuite.