If you log in to the Legacy version of Outlook, learn how to switch to NextGen!
How to Switch to New App for Existing Users
Step 1: Existing users should log out first. Click the ... at the upper right corner of the app and select log out.
Step 2: Get ready with the following information and log in to the New App.
Microsoft Credentials
NetSuite Credentials
NetSuite Account Number - Learn to find your account number
Step 3: Select Login to New App.
You will be prompted to log in with your Microsoft.
With the new version, your login identity is now tied to Microsoft rather than your NetSuite account. This means that you no longer have to sign out and sign in again when you need to switch to a different NetSuite role or company. The NetSuite connection is established once you log in and it can be switched easily without having to sign out by selecting the menu and choosing Connections.
💡 Note: Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both. |
Step 3: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 4: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
💡 Note: You will also be required to enter your NetSuite username and password. If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Each connection type will have a different color scheme when you are logged in.
Adding/Switching NetSuite Connections
If you have a sandbox and production NetSuite environment or have different roles in NetSuite, You can easily add a connection and switch between roles or NetSuite environments without logging off.
Step 1: Go to Menu and select Connection.
Step 2: Click Add then enter your NetSuite account ID and click Connect to NetSuite.
Learn how to find your NetSuite account ID here.
Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
Step 4: Click Yes. Now, you have a new connection in CloudExtend.
Remove NetSuite Connections
Remove NetSuite connections that you no longer need. To do that, do the following:
Step 1: Go to Menu and select Connection.
Step 2: Select the connection name and click the three dots. Click Delete to disconnect.
Need help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
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