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Navigating ExtendSync Outlook: Getting Started Guide
Navigating ExtendSync Outlook: Getting Started Guide

ExtendSync Outlook | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more

Updated over a week ago

What is ExtendSync Outlook?

ExtendSync gives your organization visibility into important communications. Without ExtendSync 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 ExtendSync for Outlook NetSuite was built so that the user experience is improved and users can perform their day-to-day tasks with more ease.

⚠️ While we transition to New App, please review the following important information:

  • Any emails previously associated via Thread or Email Address-Based AutoPilot will show properly as the associated inside ExtendSync app.

  • For emails stored as One-Time save using previous app, show the association in Outlook here.


Recommended Customizations


Sync Emails to NetSuite


Enable Attachment Autopilot (Enterprise Only)

Effortlessly set up an entire thread or automate an email address β€” including attachments! πŸ“Ž

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



Calendar Sync

CALENDAR AUTOPILOT

A subscription to the Group and Enterprise edition is required.

  • Additionally, your organization must subscribe to Calendar Autopilot separately

  • Any Enterprise users who signed up for early access before June 20 can still use the Calendar Autopilot feature at no charge through September 30, 2024.

  • New Customers who want Calendar Autopilot will need to purchase a subscription for Outlook for NetSuite Calendar Autopilot Edition starting July 4th. Learn about the fees associated here!



More Features for Enterprise Users


Begin using ExtendSync for Outlook NetSuite 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.

πŸ‘‰ Check out these best practices for you to optimize your ExtendSync usage! Happy saving!

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