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All CollectionsExtendSync for Outlook NetSuite Edition
Learn More about ExtendSync for Outlook NetSuite
Learn More about ExtendSync for Outlook NetSuite

Explore the features of ExtendSync using Outlook

34 articles
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