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Getting Started: Prerequisites for ExtendSync for Outlook NetSuite
Getting Started: Prerequisites for ExtendSync for Outlook NetSuite

ExtendSync Outlook | Check points when using the new app

Updated over a month ago

Prerequisites to using the new version of ExtendSync Outlook for NetSuite are below:

  • Have an active or trial subscription to User, Starter, or Enterprise Edition

    • As of August 6, 2024, the free version is no longer supported.

  • The CloudExtend SuiteApp must be installed by the NetSuite admin

  • Microsoft Grant should be enabled by your Microsoft admin

  • 💡 If users have different email addresses for NetSuite and Microsoft, the admin must update the email in the CloudExtend subscription portal by replacing the NetSuite email address with the Microsoft 365 email address. Users will then use the "Connections" option in the new app to connect CloudExtend to NetSuite.

More information on the above admin steps can be found below.

💡 Note: In the new App (released August, 2024) the user's identity is no longer bound to their NetSuite account and you can log in with your Microsoft 365 email to use the application and then connect to NetSuite (multiple accounts and roles are allowed) using your NetSuite credentials.

For full instructions on how to install and log in. See the link here!

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