Getting Started with Excel and Email Integrations
Oct. 26 | 11 a.m. PT
In this webinar series, our software experts will give you the critical knowledge you need for integrating NetSuite with both Excel and email. This first session will introduce you to the basics of setting up CloudExtend integrations. Whether you’re new to your CloudExtend product or looking to refresh your knowledge base, there’s something in this Masterclass for everyone.
We walk you through everything you need to know to successfully start using CloudExtend with Gmail, Outlook, and Excel, including:
Setting up your CloudExtend account and Issuing licenses to new users
Creating your first data update in Excel
Viewing and editing NetSuite records from your email inbox
Analyzing saved searches in Excel
Syncing emails, files, and events to NetSuite from your inbox by conversation or contact