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Overview: Bi-directional Calendar Sync between Outlook and NetSuite

ExtendSync Outlook | What is ExtendSync's Bi-directional Calendar Sync

Updated over a week ago

ExtendSync now supports bi-directional calendar synchronization between Outlook and NetSuite, giving your users a fully unified calendar experience.

Previously, ExtendSync automatically captured events from Outlook to NetSuite.

With bi-directional sync, events created or updated in NetSuite are now reflected in Outlook, and vice versa, ensuring both systems stay perfectly in sync.

Admins can configure the type of sync (one-way or bi-directional) and control which users have access to it.

💡 Note:

  • Only calendar events are synchronized between Outlook and NetSuite.

  • NetSuite Tasks (listed under the Activities tab) are not included, keeping calendar events separate from other activity types.


How It Works

When Calendar Autopilot is enabled, all calendar events are captured and synced automatically — eliminating manual effort and ensuring both platforms always reflect the same schedule.

Available as:

  • A standalone subscription, or

  • An add-on to ExtendSync for Outlook NetSuite

👉 Get started: Install the CloudExtend SuiteApp in NetSuite and add users in the CloudExtend Subscription Portal.


How to Enable Bi-directional Calendar Sync

Step 1: Admin Access

Only admins can enable this feature.
You’ll need:

Step 2: Enable in the Subscription Portal

  1. Navigate to Manage Licenses → Account → Calendar Autopilot.

  2. Enable Calendar Autopilot if it’s not already active.

  3. Choose your sync direction:

    • Outlook → NetSuite (one-way)

    • NetSuite → Outlook (one-way)

    • Bi-directional (both ways)

Step 3: Regrant Microsoft Graph Consent

🧠 Important for Existing Admins:
Even if Calendar Autopilot was previously configured, you must regrant Microsoft Graph consent for bi-directional sync to function.

  1. Click Configure Autopilot.

  2. Repeat Step 1 (Microsoft Grant) to reauthorize Graph API access.

    • This allows ExtendSync to write calendar events back to users’ Outlook calendars.

  3. Follow all subsequent steps for NetSuite authorization and user assignment.


Advantages of Bi-directional Calendar Sync

1. Real-Time Event Synchronization

  • Newly created events in Outlook or NetSuite sync instantly to the other system.

  • All event details such as, title, time, attendees, description, and location will remain intact.

2. Updates and Deletions

  • Changes made in either Outlook or NetSuite sync automatically to the other system.

  • If an event is deleted in one platform, it’s also deleted in the other.

3. Recurring Event Support

  • Create, update, or delete recurring events in either system — they’ll sync seamlessly both ways.

    ⚠️ Limitation: Updating or deleting a single instance of a recurring event is not yet supported. (Fix planned in an upcoming release.)

4. Access-Level Mapping

  • All your events will be synced with the correct access level so that your private or public events stay the same when they are synced over to other system i.e. Outlook or NetSuite.

  • The following mapping is followed in the bi-directional sync between Outlook and NetSuite.

    NetSuite to Outlook

    • Public > Public

    • Private > Private

    • Show as Busy > Private

    Outlook to NetSuite

    • Public > Public

    • Private > Show as Busy

5. Simplified Collaboration

With Bi-Directional Calendar Sync:

  • Everyone in your organization can easily view shared events.

  • Meetings with customers and prospects stay aligned across both systems.

  • No more double entry, just create once and sync everywhere.


⚠️ Sync Limitations

Limitations

Description

Historical events

Events created before enabling bi-directional sync won’t sync automatically, even if they’re scheduled for the future.

Single-instance recurring events

Updating/deleting a single occurrence in a series is not yet supported.

Task synchronization

NetSuite “Tasks” under Activities are not included. Only calendar events sync.


Known Issues

🔵 Response Sync Back Issue for Invited Events from NetSuite

  • If a user is invited to a NetSuite-created event that syncs to Outlook, responses (Yes/No) sent from Outlook or NetSuite may not sync back across both systems.

  • A fix for this limitation is planned in a future release.

🔵 Limited Support for Updating/Deleting Single Instances of Recurring Events

  • Updating or deleting individual instances of recurring events is not yet supported.

🔵 Time Zone Discrepancy between Admin and Users

  • If the admin’s time zone differs from the user’s, edge cases may arise where event times are misaligned.

  • These cases are being monitored and improvements are planned for upcoming releases.

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