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Getting Started with CloudExtend Excel and Email
Getting Started with CloudExtend Excel and Email

Oct. 26, 2023 | This first session will introduce you to the basics of setting up CloudExtend integrations.

Updated over a week ago

Getting Started with Excel and Email Integrations

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

The CloudExtend Learning Track Certification Programs have been thoughtfully developed and designed to provide a comprehensive curriculum to help you gain a building block of knowledge about the CloudExtend product(s) you use.

🎓 Click here to see instructions on how to take the course!

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