CloudExtend Gmail for NetSuite | CloudExtend Help Center

How do I provide feedback or request a feature

Written by Justine Burdo
Updated over a week ago

Learn How To Get Support For CloudExtend G Suite For NetSuite

Can't find what your are looking for? Learn how to get more support here.

Written by Chris Corcoran
Updated over a week ago

Error: We haven't found any NetSuite Session for your Connected User/Role

CEGS | Resolving missing connected user/role issue with Chrome

Written by Chris Corcoran
Updated yesterday

Getting Started (for end users)

Learn about email rollup so you can see all email activity at the parent level.

CEGS | Learn which child records will automatically roll up emails to parent records

Written by Justine Burdo
Updated over a week ago

1. Install CloudExtend Gmail

Once your Admin allocates a license to you, you will need to install the chrome extension.

Written by Justine Burdo
Updated over a week ago

2. Login into CloudExtend Gmail for NetSuite

CEGS | Connect Gmail to your NetSuite

Written by Anurag
Updated over a week ago

3. Save emails from your inbox with CloudExtend Gmail

CEGS | Using the Celigo Save to NetSuite button to save emails with CloudExtend Gmail.

Written by Justine Burdo
Updated over a week ago

4. Saving file attachments with CloudExtend Gmail

CEGS | How to save file attachments with CloudExtend Gmail

Written by Justine Burdo
Updated over a week ago

5. Attaching emails while composing or replying

CEGS | Using the Celigo Send and Save to NetSuite button when sending an saving emails to NetSuite.

Written by Justine Burdo
Updated over a week ago

6. Send Gmail messages within NetSuite

CEGS | Learn how to send a Gmail message from within NetSuite

Written by Justine Burdo
Updated over a week ago

7. Understand how CloudExtend searches NetSuite and display results

CEGS | Learn how CloudExtend Gmail fetches and orders records.

Written by Anurag
Updated over a week ago

8. Set filter for search results to reduce record clutter in CloudExtend Gmail

CEGS | Reduce search clutter by filtering your search results.

Written by Justine Burdo
Updated over a week ago

9. Understand Skipping CloudExtend Login

CEGS | Learn more about what happens when you elect to skip the sign in process

Written by Anurag
Updated over a week ago

10. Understand CloudExtend Gmail Settings

CEGS | The Settings section enables you to customize the CloudExtend Gmail per your preferences.

Written by Justine Burdo
Updated this week

Optional - Login into CloudExtend Gmail for NetSuite Using TBA

CEGS | If your organization requires that you login with tokens learn how here

Written by Anurag
Updated over a week ago

Optional - Understand how missing sender/recipients are handled by CloudExtend

CEGS - NetSuite requires that attached emails have a matching Sender and Recipient in NetSuite. CloudExtend gives you 3 options

Written by Justine Burdo
Updated over a week ago

View, Edit, and Create NetSuite Records in Gmail

Creating new NetSuite records from CloudExtend Gmail

How to create new NetSuite records from within Gmail.

Written by Justine Burdo
Updated over a week ago

Editing NetSuite records from within Gmail

How to edit NetSuite records using CloudExtend Gmail.

Written by Justine Burdo
Updated over a week ago

Why am I asked to Login to CloudExtend to view a record

CEGS | Learn why you're being promoted to sign in to NetSuite from the CloudExtend App

Written by Anurag
Updated over a week ago

FAQ

Save Gmail attachments to Google Drive and see them in NetSuite

CEGS | Learn how to save your Gmail file attachments to Google Drive and associate them with NetSuite records

Written by Chris Corcoran
Updated over a week ago

Configure CloudExtend when your Gmail address is different than your NetSuite login email

CEGS | Learn how to use CloudExtend even when your Gmail address is different than your Netsuite login

Written by Justine Burdo
Updated over a week ago

CloudExtend G Suite and shared Mailboxes

CEGS | Learn how to use CloudExtend with shared mailboxes

Written by Justine Burdo
Updated over a week ago

Why Are Duplicates Created When An Email Is Attached To Records In NetSuite Using CloudExtend Gmail?

CEGS | Learn why NetSuite may create a copy of your email on parent records

Written by Justine Burdo
Updated over a week ago

How does CloudExtend Gmail search for NetSuite records to attach my emails to?

CloudExtend Gmail searches automatically and if you do not find what your looking, you have the option to search NetSuite records.

Written by Justine Burdo
Updated over a week ago

Force update Gmail Chrome extension

CEGS | Learn how to force an update to the CloudExtend Gmail Chrome extension

Written by Chris Corcoran
Updated over a week ago

Where are emails saved via CloudExtend Gmail stored in NetSuite?

Where are emails and attachments saved in NetSuite?

Written by Justine Burdo
Updated over a week ago

How do I exclude inactive NetSuite records when searching for records to attach my email to via CloudExtend Gmail?

Excluding inactive NetSuite contacts from search.

Written by Justine Burdo
Updated over a week ago

What files types are supported for attachment sync by CloudExtend Gmail?

Supported file types by Gmail extension for attachment sync.

Written by Justine Burdo
Updated over a week ago

Can I disable the Celigo send and save button?

CEGS | Learn how to disable the Celigo Send and Save button in Gmail

Written by Justine Burdo
Updated over a week ago

Record types supported by CloudExtend Gmail

Written by Justine Burdo
Updated over a week ago

Attaching Emails to Contacts and Customers with CloudExtend G Suite

Have mails attached to Contacts roll up to Customer records.

Written by Chris Corcoran
Updated over a week ago

CloudExtend Gmail Troubleshooting

Failed to attach email because next call will cost 10 points

CEGS | Learn why NetSuite sometimes fails to attach Gmail and runs out of script points.

Written by Justine Burdo
Updated over a week ago

TypeError: Cannot read property 'forEach' of null

CEGS | Learn why CloudExtend cannot attach emails no recipients except bcc

Written by Chris Corcoran
Updated over a week ago

Error: Failed to authorize with your Google Account

CEGA | Learn how to troubleshoot authorization errors in Gmail Extension

Written by Anurag
Updated over a week ago

Why am I not able to view/edit record details of a particular record In CloudExtend Gmail?

CEGS | LEarn why certain record types cannot be viewed

Written by Justine Burdo
Updated over a week ago

Why am I receiving CEHE-00043 CustomerAccessDisabledError : Customer access is disabled. Contact your Admin to get your feature enabled, when trying to save an email to NetSuite?

Error CEHE-00043 in CloudExtend Gmail

Written by Justine Burdo
Updated over a week ago

Steps to resolve Error CEHE-00008 OAuth Error : Failed to authenticate with CloudExtend Server

CEGS | Error: CEHE-00008 and CEHE-00012 error resolution

Written by Justine Burdo
Updated over a week ago

CloudExtend Gmail for NetSuite is disabled

CEGS | Learn how to re-enable your CloudExtend Gmail extension when permissions are changed

Written by Chris Corcoran
Updated over a week ago

Why am I seeing this Access Denied error while Authenticating CloudExtend?

Solution for Error: Celigo CloudExtend Gmail for NetSuite-Apps Script "Has been denied access to your data"

Written by Anurag
Updated over a week ago

Sending Gmail from NetSuite is not saving to NetSuite mail tabs

Learn how to authorize your Gmail so that you can use the compose gmail button from within NetSuite

Written by Kevin Ha
Updated over a week ago

Gmail appears in NetSuite as HTML

CEGS | Learn how to resolve issue where email appears in NetSuite in full HTML

Written by Chris Corcoran
Updated over a week ago

Why am I getting the following error: CEHE-00012 AppSettingsFetchError : Failed to fetch app settings - Failed to authenticate with CloudExtend servers. Please refresh and try again...?

Your browser may be blocking 3rd party cookies. Ensure that block third party cookies is OFF.

Written by Justine Burdo
Updated over a week ago

Error: Failed to fetch message details from Gmail please retry / refresh

CEGS | Failed to fetch message details from Gmail API error

Written by Anurag
Updated over a week ago

Why am I not able to see custom records in CloudExtend Gmail

Written by Anurag
Updated over a week ago

Attachment of Email(....) to record failed due to is not paired with a Llicensed NetSuite Employee

Error: Attachment of Email(....) to record failed due to is not paired with a licensed NetSuite Employee

Written by Justine Burdo
Updated over a week ago

Is CloudExtend G Suite affected by NetSuite 2018.2 and the required 2FA authentication

Learn about how admin roles and 2FA are affected with NetSuite 2018.2

Written by Chris Corcoran
Updated over a week ago

Attachment of Email (...) to record failed due to message not found

Written by Justine Burdo
Updated over a week ago

Attachment of Email(....) to record failed due to authorization token has expired. Please contact your Administrator To regrant the access

Written by Justine Burdo
Updated over a week ago

Gmail Lite

Getting started with CloudExtend Gmail Lite (with mobile)

CEGS | Learn the basics of attaching emails to NetSuite from your mobile phone or Chrome browser using CloudExtend Gmail Lite

Written by Chris Corcoran
Updated over a week ago

CloudExtend G Suite Video Tutorials

CloudExtend Gmail Videos

Written by Justine Burdo
Updated over a week ago

Beta

CloudExtend Autopilot setup for Admins

CEGS | Learn about the necessary steps to enable Autopilot for GSuite for your organization

Written by Chris Corcoran
Updated over a week ago

CloudExtend Autopilot

CEGS | Learn more about CloudExtend Autopilot

Written by Chris Corcoran
Updated this week