Skip to main content

Admin: Add New Users to ExtendSync for Google NetSuite

ExtendSync Google | Admin's checkpoint for new users of ExtendInsights

Updated over 2 weeks ago

For organizations that have ExtendSync for Google NetSuite

Prerequisites

  1. A user with NetSuite Administrator rights

  2. Available ExtendSync user licenses (Gmail/Drive, and Calendar Autopilot if applicable)


Review Google & Browser Requirements

ExtendSync works with:

  • Google Workspace Gmail (web) using Chrome

  • Users signed in with their corporate Google Workspace account

  • Chrome browser with the ExtendSync extension installed

βš™οΈ Connection requirements:

  • Users must sign into Gmail using their Google Workspace (work) account.

  • Personal Gmail accounts are not supported for production use.

  • Users’ Google email must match their NetSuite email for best results.

πŸ’‘ Tip: For best performance and user experience, we recommend:

  • Latest version of Google Chrome

  • Using only one active Google Workspace profile in the browser while using ExtendSync


πŸ”§ Core Setup (Required for All Editions)

These steps must be completed before anyone can start using ExtendSync for Google NetSuite.

Step

Who Performs It

Description

1. Review Google and browser requirements

Google Admin

Confirm supported Google clients and configurations (see section above).

2. Complete NetSuite Prerequisites (Roles & Permissions)

NetSuite Admin

Confirm that required permissions (SOAP Web Services, User Access Tokens, Track Messages, Documents & Files, etc.) are enabled on roles.
​
πŸ“˜ NetSuite Permissions & Prerequisites

3. Allocate Licenses to End-users

NetSuite Admin

Use Celigo License Manager to allocate license to Users
​
πŸ“˜ License Management Guide

4. Install Chrome Extension & Log In

End Users

Users install the ExtendSync Chrome extension, sign in with Google, select their NetSuite environment and role, and start using the app.
​
πŸ“˜ Install & Log In Guide

πŸ’‘ Note: ​Central Deployment for ExtendSync Google
​
If your organization prefers centralized deployment, you can force-install the ExtendSync Chrome Extension for all users or specific groups.
πŸ”— How to force-install Chrome extensions in your Google Workspace domain


This ensures all users have the extension automatically and no manual installation required.


Set Your Users Up for Success

After you've installed ExtendSync for Google NetSuite, you’ll want to make sure your users have everything they need to be successful.

βœ… Assist them with installation and login

Share the Chrome Web Store link for the extension. Provide simple instructions on logging in with Google and choosing the correct NetSuite environment and role.
​
➑️ Install & Log In Guide
​

βœ… Use your Customer Success Manager

Your Customer Success Manager and Training Manager can provide free end-user training sessions for your team. These can be recorded and shared across your organization.

βœ… Train and empower your users

To ensure a smooth rollout and strong adoption:


Track and Optimize Adoption

Set up usage metrics to monitor adoption, track engagement, and help users stay accountable.

πŸ’‘ Tip: Review usage data regularly to identify top performers and users who may need additional training or support.


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.

πŸ”΅ 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)!

πŸ”΅ Send an email to cloudextend-support@celigo.com

Please provide as much detail as possible. Screenshots are welcome!

Did this answer your question?