Forget about the manual associations and resyncs - experience Calendar Autopilot, our latest game-changing enhancement! 🚀
Now, creating events in Outlook will effortlessly sync with NetSuite in real-time. No more selecting records or worrying about duplicates.
Calendar Autopilot requires an Enterprise Edition subscription.
Additionally, your organization must subscribe to Calendar Autopilot separately
Advanced Calendar Autopilot feature is currently FREE through October 1st, 2024. Learn about the fees associated here!
Manually Save Calendar Events to NetSuite records
This functionality is intended for CloudExtend users who are part of a group plan or are on the Enterprise plan but have not enabled the Calendar Autopilot feature.
🛑 Before continuing please be sure to refer to this article for prerequisites and troubleshooting.
After viewing the above article watch this video and/or follow the article below to learn how to attach Outlook calendar events to NetSuite.
Watch the video to see how this works!
READ!
If you have multiple attendees invited you do NOT need to attach the event to each attendee. You only need to attach the event to a single NetSuite record and the event will be visible under that record as well as under employees and contacts that are in the invite last (as long as they exist in NetSuite). In fact, if you attach the event to every contact on the list you will end up with duplicate events.
Step 1: Create your Calendar event in Outlook as you normally would. BEFORE sending your Calendar invite, click on the CloudExtend icon on the calendar view ribbon bar (alternatively re-open the event and click the CloudExtend icon).
Step 2: When CloudExtend launches decide how you want to find the records you want to attach your email to. You can either click Suggest Related Records which will do an auto- fetch and pull back relevant records for you (find out more here on how to filter on which records you want pulled back) or click Search for Records using the search box.
Step 3: Decide which record(s) you would like to attach the event to by checking off the check box and then hit Associate Event.
Step 4: Wait for the event to be saved and ensure you send your invite!
Where to go to view Calendar Events sync via CloudExtend?
After saving the event in Outlook and want to view the details in NetSuite, you have two options to view event details
Record Level View
Step 1: Click the three dots and select View in NetSuite.
Step 2: Go to Communications > Activities tab
Calendar Portlet
Add calendar portlet to your NetSuite dashboard, calendar events saved from Outlook via Cloudextend will also show on your own NetSuite calendar.
Review your NetSuite calendar preferences
NetSuite Preference Settings
If you want others to see your event names (as opposed to just showing you as busy) navigate to Home> Set Preferences> Activities and set your default event access settings for new events. Events created by CloudExtend will use your default NetSuite setting.
Check Timezone Settings
⚠️ If you are trying to attach an event for the first time, you will be asked to select your NetSuite user time zone.
💡 Note:
The time zone selected here must match the NetSuite user's time zone. Selecting the wrong timezone may lead to a mismatch in event schedules between Outlook and NetSuite.