For organizations that have ExtendSync for Google NetSuite
Prerequisite
A user with NetSuite admin rights
ExtendInsights User License
Review NetSuite End-User Settings
Review NetSuite End-User Settings
NetSuite Administrator's checklist for end-user configuration:
Step 1: Enable the user preference Rich Text Editing
Advise users to do the following in NetSuite, go to Home> Set Preferences> Appearance then enable Rich Text Editing.
While not required we have found that certain emails with HTML may transfer as blank or with all the HTML coding if this setting is not enabled at the user level. This may result in a NetSuite error such as The field message containing more than the maximum number (1000000) of characters allowed.
Step 2: Ensure that the role is not set to a Web Services Only role
In NetSuite, go to Setup > Users/Roles > Manage Roles. Validate if the Web Service Only Role is OFF.
Step 3: User roles have the necessary permissions for each role the user will be working with
The following permissions are enabled on any and all roles that will be logging in and using ExtendSync Google.
In NetSuite, go to Setup > Users/Roles > Manage Roles then choose the role to update:
SOAP Web Services
User Access Tokens
SAML Single Sign-On
ONLY if your company uses Single Sign-On, ie OKTA, OneLogin, etc.
If you enable SSO and do not actually use SSO, users will NOT be able to login to NetSuite until you remove it.
Allow JS/HTML uploads
if your user will need to upload .js and .htm files
Documents and Files
The minimum permission required is Create. (if users will be attaching files)
Track Messages
The minimum permission required is Create.
Permissions > Setup Tab
Permissions> Lists Tab
Allocating CloudExtend Licenses
Allocating CloudExtend Licenses
Step 1: Launch Celigo CloudExtend for Google Workspace in NetSuite by navigating to Setup > Custom > Celigo CloudExtend Setup
Step 2: Click Next until you reach Step 3: User Licenses
Choose one or more Employees to allocate license seats and click Next.
You may click All to select/deselect all the employees for a particular product.
All end-users who have been allocated a license will receive an email from Celigo with instructions on downloading the extension from the Chrome Store.
(Optional) Additional Permission for Custom Fields
(Optional) Additional Permission for Custom Fields
Certain NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. If you are not able to see custom fields try switching to a different role. If none of your roles show share this article with your NetSuite Admin and ask them to grant your role the required permissions.
Step 1: NetSuite admin to ensure that view permissions are set for the records and roles you are working with. Typically the following are added.
Under Setup Tab
Custom Column Fields
Custom Body Fields
Custom Record Types
Custom Entity Fields
Custom Item fields
Custom Sublist fields
Custom Sublists fields
Custom Lists
Custom Transaction Fields
Customer Status
Under List Tab
Custom Record Entries
Set your users up for success by reviewing and sharing articles
Set your users up for success by reviewing and sharing articles
After you've installed ExtendSync for Google NetSuite you'll want to make sure your users have the tools for success.
Your Customer Success Manager
Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.
Share Support Site With End Users And Save Time Answering Questions Later
Your org may subscribe to one or more of our CloudExtend Apps. Be sure to share our Getting Started Guides and FAQs built just for them.
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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