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Historical Archive
All CloudExtend article for historical reference
473 articles
ExtendSync for Outlook NetSuite Edition
ExtendSync for Outlook integrates Outlook,OneDrive, SharePoint, and Calendar with NetSuite. This section contains articles relevant to all applications, covering setup, installation, and more.
Why We Built It: ExtendSync for Outlook NetSuiteExtendSync Outlook | Get to know why we built this new application
Feature Comparison Table: ExtendSync for Outlook NetSuite Legacy vs New AppExtendSync Outlook | See all the new features we have for you with our new version
ExtendSync for Outlook Netsuite FAQExtendSync Outlook | Frequently asked questions
User Edition: Granting Microsoft ConsentExtendSync Outlook | See the configuration to get started for User Edition users
ExtendSync for Outlook NetSuite RoadmapExtendSync Outlook | Learn about what we're considering building, what we're building now, and what was recently released
Learn How To Get Support ExtendSync OutlookExtendSync Outlook | Can't find what you are looking for? Learn how to get more support here
How to check status page for issuesMajor issues will be reported at status.cloudextend.io. Other articles in this section will cover issues that are not widespread
Getting StartedFind guides and best practices to get you off to the right start24 articles
Autopilot for Emails (Enterprise Only)All articles showing how to automatically save emails to NetSuite5 articles
Attachment Autopilot (Enterprise Only)Explore on adding attacments when syncing emails to Netsuite3 articles
Sync EmailsFind everything you need to know about syncing emails to NetSuite here14 articles
Manage NetSuite Records in OutlookLearn how to create, edit, and view NetSuite records without leaving Outlook5 articles
Saving Calendar Events to NetSuiteLearn how to sync your Outlook events to NetSuite records5 articles
OneDrive and SharePoint IntegrationLearn how to associate OneDrive and SharePoint files and folders to NetSuite records10 articles
FAQFrequently asked questions for ExtendSync Outlook31 articles
TroubleshootingWhen using the app, you might encounter errors. We've provided articles to help you resolve them31 articles
Release NotesView the upcoming and past improvements and fixes that we're currently addressing5 articles
ExtendSync Calendar Autopilot Edition
Calendar Autopilot for Outlook enables users to sync events bi-directionally between NetSuite and Outlook
Admin: Enable Calendar Autopilot for ExtendSync OutlookExtendSync Outlook | Guide on how to enable Calendar Autopilot for your organization
Overview: Bi-directional Calendar Sync between Outlook and NetSuiteExtendSync Outlook | What is ExtendSync's Bi-directional Calendar Sync
Calendar Autopilot: Calendar Autopilot Sync in action!ExtendSync Outlook | See how smooth Calendar Autopilot works
Calendar Autopilot: Associating Calendar events to your transactions or support cases when Autopilot is enabledExtendSync Outlook | Learn how to manually save events to other records
Calendar Autopilot: Understand How Calendar Autopilot worksExtendSync Outlook | Learn how to use Autopilot and Manual Sync Autopilot for Outlook Events
Calendar Autopilot: Considerations for ExtendSync Outlook Calendar AutopilotExtendSync Outlook | Get familiar with the considerations for syncing events
Calendar Autopilot: Outlook to NetSuite - Default Organizer SettingExtendSync Outlook | Why do we need to default an organizer internal ID
Announcing Calendar Autopilot for OutlookLearn more about Calendar Autopilot for Outlook
What does Calendar Autopilot cost?Learn about the fees associated with Event Autopilot
ExtendSync for Google NetSuite Edition
ExtendSync for Google integrates Gmail, Google Drive, and Calendar with NetSuite. This section contains articles relevant to all applications, covering setup, installation, and more.
Why We Built It: ExtendSync for Google NetSuiteExtendSync Google | Get to know why we built this new application
Overview: ExtendSync for Google NetSuiteExtendSync Google | Overview video showing the functionality of the ExtendSync Google NetSuite
Feature Comparison Table: ExtendSync for Google NetSuiteExtendSync Google | Learn the difference between the New App and Legacy application
ExtendSync for Google NetSuite RoadmapExtendSync Google | Learn about what we're considering building, what we're building now, and what was recently released
Learn How To Get Support For ExtendSync for Google NetSuiteExtendSync Google | Can't find what you are looking for? Learn how to get more support here
Getting StartedEverything you need to know to get started with ExtendSync Google! 15 articles
Sync Emails for CloudExtend GmailLearn how to save emails from Gmail to NetSuite9 articles
Autopilot 2.0 for ExtendSync for Google NetSuite (Enterprise Users)Understanding the key aspects when automating the synchronization of emails with NetSuite6 articles
Manage NetSuite Records using ExtendSync for Google NetSuiteLearn how to create and edit records within your Gmail4 articles
ExtendSync Gmail AnalyticsView status on how your application helps you to stay productive3 articles
Google DriveLearn how to integrate folder and files from Google Drive5 articles
CalendarLearn how to sync your calendar events from Gcal to NetSetSuite and vice versa7 articles
FAQsFrequently asked questions for ExtendSync Google26 articles
TroubleshootingWhen using the app, you might encounter errors. We've provided articles to help you resolve them18 articles
Release NotesView the upcoming and past improvements and fixes that we're currently addressing5 articles
ExtendInsights for Excel NetSuite Edition
ExtendInsights for NetSuite applications are available with two feature sets, Data Management which replaces CSV uploads, and Analytics which replaces CSV search exports. Choose your feature set below.
Working with Analytics and Data Management: How to make the best of bothExtendInsights Excel Apps | ExtendInsights Excel applications merging into one
Installing ExtendInsights Excel Applications (NetSuite Editions)ExtendInsights Excel Apps | See how to install both applications
Business Use Cases utilizing both Excel AppsLearn how others utilizes both ExtendInsights Excel Apps2 articles
ExtendInsights for Data Management NetSuiteThe easiest way to find anything related to ExtendInsights for Data Management NetSuite is to search for it here111 articles
ExtendInsights for Analytics NetSuiteHelp docs, FAQ's, and more for ExtendInsights for Analytics NetSuite43 articles
Release NotesSee what we are rolling out! Get updated on what's new and recent updates within our ExtendInsights application!8 articles
Migration1 article
Excel Data Management for Salesforce
The easiest way to find anything related to CloudExtend Excel for Salesforce is to search for it here.
CloudExtend Excel for Salesforce RoadmapXLSF | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Learn How To Get Support For CloudExtend Excel For SalesforceXLSF | Can't find what you are looking for? Learn how to get more support here
ExtendInsights (non NetSuite Edition)
ExtendInsights transforms Excel into a dynamic business analysis tool, offering real-time data access, automated or manual imports from multiple ecosystems.
ExtendInsights Support Center
On-Demand Training Videos
Pre-recorded masterclasses and product training sessions
Getting Started with CloudExtend Excel and EmailOct. 26, 2023 | This first session will introduce you to the basics of setting up CloudExtend integrations.
Taking Your Excel and Email Integrations to the Next LevelSecond session of our email and Excel masterclass series
What’s New in CloudExtend Outlook: Automatic Calendar SyncCloudExtend Webinar February 8, 2024 11 am PT