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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.

140 articles
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 Started

Find guides and best practices to get you off to the right start

🔍 Find all your important ExtendSync Outlook Resources in 1 place here!ExtendSync Outlook | Guides and resources to ensure you are setup for success
ExtendSync Outlook End-User Guidelines and Go Live Checklist
Navigating ExtendSync Outlook: Getting Started GuideExtendSync Outlook | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Getting Started: Prerequisites for ExtendSync for Outlook NetSuiteExtendSync Outlook | Check points when using the new app
Getting Started: ExtendSync Outlook Best Practice GuideExtendSync Outlook | Admins can leverage this guide when implementing and planning user onboarding
End-Users: How to Install and Login to ExtendSync Outlook from Microsoft AppSourceExtendSync Outlook | Install and Login instructions ExtendSync for Outlook NetSuite
End-Users: Attach Outlook emails to NetSuite via your Mobile deviceExtendSync Outlook | Enterprise users using mobile device can attach emails to NetSuite records with native Outlook application
Settings: Optimize performance by checking for a connection to the ExtendSync Outlook bundleExtendSync Outlook | Learn how to determine if you are connected to the Outlook bundle
Getting Started: Add or Switch NetSuite Connections in ExtendSync OutlookExtendSync Outlook | Learn how to add or switch connections
Settings: Recommended end-user customizations to make to ExtendSync OutlookExtendSync Outlook | We strongly recommend you make these customizations to ExtendSync before use for the best user experience
Interface Guide - ExtendSync for Outlook NetSuite (Cheat Sheet)ExtendSync Outlook | Know the different feature and buttons in application
Admin: ExtendSync Outlook for NetSuite Setup GuideExtendSync Outlook | Check out this article on how to setup ExtendSync Outlook
Admin: How to Install the SuiteApp for ExtendSync OutlookExtendSync Outlook | Learn how to install the SuiteApp for app activation
Admin Portal: Grant Microsoft API AccessExtendSync Outlook | How to grant Microsoft API access
Admin: ExtendSync for Outlook NetSuite can be installed by your Microsoft 365 AdminExtendSync Outlook | Learn how Admins can install ExtendSync Apps for multiple users at once
Admin: Understand ExtendSync Outlook Client, Server, and NetSuite PrerequisitesExtendSync Outlook | Learn about what's required for Exchange Server, Microsoft 365, and Outlook clients to effectively use the app
Admin: Configure Shared or Delegate Mailboxes ExtendSync Outlook for NetSuiteExtendSync Outlook | Learn how to use ExtendSync on Shared or Delegate Mailboxes
Admin: Add New Users to ExtendSync for Outlook NetSuiteExtendSync Outlook | Admin's checkpoint for new users of the app
Admin: Install ExtendSync for Outlook NetSuite Performance BundleExtendSync Outlook | Learn how to install the NetSuite bundle to take advantage of additional features
Admin: Enable/Disable Thread and Email Autopilot for UsersExtendSync Outlook | Learn how to manage users Autopilot configuration from the portal
Admin: Enable Attachment Autopilot using ExtendSync Outlook (NetSuite File Cabinet)ExtendSync Outlook | Guide on how to enable Attachment Autopilot for your organization
Admin: ExtendSync for Outlook NetSuite Web Process Status LogExtendSync Outlook | Learn how to troubleshoot email and file attachments by viewing the SOAP Web Services Process Status Log
Admin: Manage ExtendSync Outlook Group Edition or Enterprise Edition licenses and Administrator usersExtendSync Outlook | Learn how to allocate licenses for your end-users
Admin: Enable Autopilot for EmailsExtendSync Outlook | Learn how to enable Autopilot for your organization
Sync Emails

Find everything you need to know about syncing emails to NetSuite here

Email Sync: Configure records that you want auto-fetched when you click Suggest Related RecordsExtendSync Outlook | Filter on what records you want auto-fetched when selecting an email to sync
Email Sync: Learn how to Attach Emails to NetSuiteExtendSync Outlook | Sync email once or turn on AutoPilot
Email Sync: How to Select Record and Save Emails with AttachmentsExtendSync Outlook | Learn how to choose records and sync emails with file attachments
Email Sync: Attaching to NetSuite while composing an email in OutlookExtendSync Outlook | How to attach emails to NetSuite when in Compose Mode or replying to an email
Email Sync: How does Shared Association work for ExtendSync Outlook?ExtendSync Outlook | Learn how Shared Association works and other visual cues
Email Sync: File Attachment and Inline Images Global PreferenceExtendSync Outlook | Set file attachment preference to include files when saving an email to NetSuite
Email Sync: Where are email and file attachments saved via ExtendSync Outlook stored in NetSuite?ExtendSync Outlook | Where are email and attachments saved in NetSuite?
Email Sync: Using Autopilot in Shared or Delegate Mailboxes for ExtendSync OutlookExtendSync Outlook | How to use Autopilot in Shared or Delegate Mailboxes
Email Sync: Auto-fetch or Auto-Search to attach emails quicklyExtendSync Outlook | How to search and find records quickly
Email Sync: How to associate a file with a record instead of an emailExtendSync Outlook | Learn how to associate a file already in NetSuite with any record
Email Sync: Jump to a NetSuite record quickly from ExtendSync OutlookExtendSync Outlook | Learn how to get into NetSuite to view a record quickly from the app
Email Sync: How long does it take for an email to attach to NetSuiteExtendSync Outlook | Learn how ExtendSync Outlook improves speed
Email Sync: Inline images and file attachment handling for ExtendSync OutlookExtendSync Outlook | Learn how the app handles inline images and file attachments
Email Sync: Search and choose for NetSuite records you want to link your emailsExtendSync Outlook | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
OneDrive and SharePoint Integration

Learn how to associate OneDrive and SharePoint files and folders to NetSuite records

OneDrive and SharePoint Sync: Getting Started with OneDrive for Business and SharePointExtendSync Outlook | Learn how to use NetSuite OneDrive for Business and SharePoint integration
OneDrive and SharePoint Sync: How to integrate OneDrive for Business, SharePoint, and NetSuiteExtendSync Outlook | How to add files to OneDrive for Business and SharePoint and associate them with NetSuite records, even from Outlook
OneDrive and SharePoint Sync: About ExtendSync OneDrive for Business and SharePoint NetSuite IntegrationExtendSync Outlook | Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.
OneDrive and SharePoint Sync: CloudExtend Files Tab (Enterprise Only)ExtendSync Outlook | Know what CloudExtend files tab is all about
OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associationsExtendSync Outlook | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint files appear to be duplicated in CloudExtend tabExtendSync Outlook | Learn more about how ExtendSync Outlook handles files and folders
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint NetSuite Integration: FAQsExtendSync Outlook | OneDrive and SharePoint FAQ
ExtendSync OneDrive Storage Savings By User MetricsExtendSync Outlook | Track the space-saving benefits using CloudExtend's synchronization with OneDrive for Business and SharePoint
CloudExtend Files Tab Associations Saved SearchExtendSync Outlook | Learn how to create a saved search to show all records with linked documents through the CloudExtend Files tab
OneDrive and SharePoint Sync: Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite recordsExtendSync Outlook | How to add or remove CloudExtend Files Tab for OneDrive from NetSuite records
FAQ

Frequently asked questions for ExtendSync Outlook

FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)ExtendSync Outlook | Learn which child records will automatically roll up emails to parent records
FAQ: Customized your Message Tab View in NetSuiteExtendSync Outlook | Learn how to update your message tab view in NetSuite
FAQ: Task pane pinning for ExtendSync Outlookđź“ŚExtendSync Outlook | Learn how to keep ExtendSync app open all the time
FAQ: Customizing the Global Search Prefix and Suffix with ExtendSync OutlookExtendSync Outlook | Learn how to add global search prefix and suffixes to identify more records when searching
FAQ: Learn about ExtendSync for Outlook NetSuite SettingsExtendSync Outlook | The settings section enables you to customize the ExtendSync settings
FAQ: Record Types Supported by ExtendSync OutlookExtendSync Outlook | See the records supported by ExtendSync
FAQ: Include Dependent Record Feature for ExtendSync OutlookExtendSync Outlook | Limit the number of dependent records pulled by the app
FAQ: Include names in suggestions for ExtendSync OutlookExtendSync Outlook | Learn how include names in suggestion feature work
FAQ: ExtendSync Outlook Status LogExtendSync Outlook | Check the logs for successful and failed associations using the app
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange OnlineExtendSync Outlook | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange Online - Group EditionOutlook NextGen | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Zoom in or out of the ExtendSync app in OutlookExtendSync Outlook | Resize your app for best display
FAQ: What file types are supported for attachment sync by ExtendSync Outlook?ExtendSync Outlook | Supported file types by Outlook extension for attachment sync
FAQ: Include old app associations for ExtendSync OutlookExtendSync Outlook | How to show old app associations
FAQ: Regranting consent for ExtendSync Outlook AutopilotExtendSync Outlook | Learn what happens when you regrant consent for ExtendSync Autopilot
FAQ: How to Filter Email View in NetSuite for ExtendSync OutlookExtendSync Outlook | Customize view in NetSuite to filter synced emails
FAQ: Why are emails sometimes duplicated in NetSuite when using ExtendSync Outlook?ExtendSync Outlook | Learn how to avoid duplicate emails on the NetSuite customer record
FAQ: When to enable Don't show the welcome pageExtendSync Outlook | Enabling the Don't show the welcome page to work faster
FAQ: Prevent Outlook users from creating new records in NetSuite within the appExtendSync Outlook | Learn how to use NetSuite permissions to prevent users from creating or editing records in Outlook
FAQ: How do I tell which version of Microsoft Outlook I haveExtendSync Outlook | Learn how to locate your Outlook Version
FAQ: Can I Log Into ExtendSync Outlook using 2 Factor Authentication, TBA or SSO?ExtendSync Outlook | ExtendSync Outlook users can login with TBA or SSO
FAQ: How do I exclude inactive NetSuite records when searching for records to attach my email to via ExtendSync Outlook?ExtendSync Outlook | Excluding inactive from search
FAQ: What are the file formats or types supported when saving via ExtendSync Outlook?ExtendSync Outlook | ExtendSync supports attaching the following file formats to the NetSuite file cabinet
FAQ: Search by Prefix feature in CloudExtend Outlook BundleExtendSync Outlook | Troubleshoot when customers, contacts, and other records are not found in Outlook auto-search
FAQ: Workaround for adding phone numbers when saving ContactsExtendSync Outlook | Learn how to skip the validation process in saving phone numbers outside the required format
FAQ: Get the welcome screen back with ExtendSync for Outlook NetSuiteExtendSync Outlook | Learn how to turn the welcome screen back on
FAQ: What is the limit on the size of files that can be attached in a single email?ExtendSync Outlook | Know the file limit size that can be attached in a single email
FAQ: How to create Outlook categories for ExtendSync Outlook to applyExtendSync Outlook | Learn how to manually create an Outlook category to easily identify emails synced by ExtendSync
FAQ: ExtendSync Outlook categories not in Master Category ListExtendSync Outlook | Learn about the steps required to add your Outlook categories to your master catalog
FAQ: How ExtendSync for Outlook NetSuite identifies matching recordsExtendSync Outlook | Learn how the app searches NetSuite to find matching entities and transaction records
Troubleshooting: Issue with logging into ExtendSync for Outlook NetSuite EditionExtendSync Outlook | Learn how to resolve license not found issue
Troubleshooting

When using the app, you might encounter errors. We've provided articles to help you resolve them

Error: We are unable to detect the CloudExtend SuiteApp on your accountExtendSync Outlook | Know what to do when you encounter the unable to detect SuiteApp error
Error: Your subscription is invalid or expiredExtendSync Outlook | Learn how to resolve subscription invalid or expired error
Troubleshooting: Reload ExtendSync for Outlook NetSuiteExtendSync Outlook | Learn to reload the app
Troubleshooting: My email is on Autopilot but I don't see it in NetSuite yetExtendSync Outlook | Learn how to check the logs if eamils are not syncing to NetSuite
Error: Login access has been disable for this roleExtendSync Outlook | How to resolve login access error when logging into ExtendSync
Error: CEFI-E1118 Your Microsoft admin needs to add your first name to your profileExtendSync Outlook | Learn how to resolve the error code CEFI-E1118
Troubleshooting: Handling failed Autopilot AssociationsExtendSync Outlook | How to handle failed Autopilot Associations
Troubleshooting: Unable to log in to ExtendSync using my Microsoft accountExtendSync Outlook | See list of errors when logging in with a Microsoft account and how to resolve them
Unable to close the Start Trial ScreenLearn how to remove the start trial screen by logging out or clearing the local storage
Troubleshooting: CloudExtend files tab showing a white blank pageExtendSync Outlook | When clicking CloudExtend files tab, button not showing when login into Microsoft 365
Troubleshooting: Why aren't my custom fields displaying in ExtendSync Outlook when editing my record form?ExtendSync Outlook | If you're unable to see custom fields when editing the record form, here is the solution
Troubleshooting: Issue with Autopilot Emails showing as Raw HTMLExtendSync Outlook | See troubleshooting steps if Autopilot emails are showing in NetSuite as raw HTML
Troubleshooting: User has exceeded the maximum number of tokensExtendSync Outlook | Learn how to revoke older unneeded tokens
Troubleshooting: ExtendSync Outlook is not finding the records I wantExtendSync Outlook | Learn how to troubleshoot when the app cannot find matching contacts or other record types
Troubleshooting: Can I login to ExtendSync Outlook on a Mobile device with a role that requires 2FA?ExtendSync Outlook | Learn what to do if your role requires two-factor authentication and you want to use the Outlook mobile application
Troubleshooting: Making sure that browser cache is not being cleared on exitExtendSync Outlook | Learn how to set Internet Explorer and Microsoft Edge to not clear browser cache on exit
Troubleshooting: Issues with phone number validation when saving ContactsExtendSync Outlook | Learn how the app validates phone numbers
Troubleshooting: Unable to save records or events in Outlook due to required custom fieldsExtendSync Outlook | Learn several workarounds to bypass custom field validation rules
Troubleshooting: ExtendSync Outlook icon is missing or grayed outExtendSync Outlook | Learn why add-in are grayed out or missing on certain mail items
Troubleshooting: Internet Explorer Settings For ExtendSync Outlook On Windows MachinesExtendSync Outlook | Optimal Internet Explorer Settings when using the app
Troubleshooting: Enabling SOAP Web Services for ExtendSync OutlookExtendSync Outlook | Learn how to enable web services for your role to resolve the error
Troubleshooting: Unable to attach files to NetSuite from OutlookExtendSync Outlook | Learn why files cannot be attached or viewed in NetSuite. Understand why file attach is not possible in compose mode
Troubleshooting: How to log out of ExtendSync for Outlook NetSuiteExtendSync Outlook | Learn how to log out of the application
Troubleshooting: Outlook emails fail to attach to NetSuiteExtendSync Outlook | Learn how to troubleshoot when emails fail to attach to NetSuite
Troubleshooting: Hyperlinks not opening from Celigo Help WidgetExtendSync Outlook | If Outlook is prompting you to choose an application when you click on a link in our help widget follow these steps
Troubleshooting: ExtendSync Outlook and NetSuite Concurrency ErrorsExtendSync Outlook | Learn how to troubleshoot NetSuite Concurrency Errors
Troubleshooting: Trouble updating or loading your ExtendSync OutlookExtendSync Outlook | If your Outlook App is showing a spinning icon, you just see three dots or a white screen here's how to resolve it
Error: The WSDL version being used requires Token Based Authentication (TBA)ExtendSync Outlook | Know how to resolve the TBA error when you see this on your screen
Troubleshooting: Autopilot watch renewal failedExtendSync Outlook | Learn more about Autopilot watch renewal failure messages
Troubleshooting: My emails are automatically saved to NetSuiteExtendSync Outlook | Are you seeing categories in your Outlook emails or accidentally saved an email to record?
Error: You are not authorized to perform thisExtendSync Outlook | Learn how to troubleshoot when prompted "You are not authorized to perform this" error message upon login