CloudExtend

OLNS | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests

CloudExtend Outlook Roadmap

OLNS | Can't find what you are looking for? Learn how to get more support here

Learn How To Get Support For CloudExtend Outlook For NetSuite

Justine Burdo

Chris Corcoran

Dakshika Jayathilaka

Help docs, FAQ's, and more for CloudExtend Outlook for NetSuite including SharePoint and OneDrive for Business

CloudExtend Outlook for NetSuite

OLNS | Guides and resources to ensure you are setup for success

🔍 Find all your important CloudExtend Outlook Resources in 1 place here!

CloudExtend Outlook Go Live Checklist and End-user Guidelines

OLNS | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more

Getting Started: CloudExtend Outlook - Getting Started Guide

OLNS | CloudExtend Outlook Admins can leverage this guide when implementing and planning user onboarding

Getting Started: CloudExtend Outlook Best Practice Guide

OLNS | Learn about what's required for Exchange Server, Microsoft 365, and Outlook clients to effectively use CloudExtend Outlook

Admin: Understand CloudExtend Outlook Client, Server, and NetSuite Prerequisites

OLNS | Learn how to install the CloudExtend Outlook for NetSuite bundle to take advantage of additional features

Admin: Install CloudExtend Outlook for NetSuite Performance Bundle

OLNS | Learn how to allocate licenses for your end-users

Admin: Manage CloudExtend Outlook Group Edition or Enterprise Edition licenses and Administrator users

OLNS | Check out this artcile on how to setup CloudExtend Outlook

Admin: CloudExtend Outlook for NetSuite Setup Guide (Group and/or Enterprise)

OLNS | Learn how to enable Autopilot for your organization

Admin: Enabling CloudExtend Outlook Autopilot For Your Organization

OLNS | Learn how Admins can install CloudExtend Apps for multiple users at once

Admin: CloudExtend Outlook for NetSuite can be installed by your Office 365 Admin

OLNS | Learn how to create a dashboard to know how much space is being saved using CloudExtend's OneDrive for Business and SharePoint Sync

Admin: CloudExtend for NetSuite OneDrive/SharePoint Savings Metrics

OLNS | Learn how to troubleshoot email and file attachments by viewing the SOAP Web Services Process Status Log

Admin: CloudExtend Outlook for NetSuite Web Process Status Log

OLNS | Watch and learn the basics of using CloudExtend Outlook to provide your co-workers with a 360 degree view of the customer

End-Users: View this CloudExtend Outlook for NetSuite video walk-through

OLNS | Learn about Basic Credentials, TBA and SSO options available to you when signing in to CloudExtend Outlook for NetSuite

End-Users: Login to CloudExtend Outlook for NetSuite

OLNS | Install instructions CloudExtend Outlook for NetSuite from AppSource

End-Users: Install CloudExtend Outlook from Microsoft AppSource

OLNS | Enterprise users using the Outlook app on a mobile device can attach emails to NetSuite records with native Outlook application

End-Users: Attach Outlook emails to NetSuite via your Mobile device

OLNS | Learn about the CloudExtend Outlook settings page

Settings: Learn about CloudExtend Outlook for NetSuite Settings

OLNS | We strongly recommend you make these customizations to CloudExtend before use for the best user experience

Settings: Recommended end user customizations to make to CloudExtend Outlook

OLNS | Learn how to determine if you are connected to the Outlook bundle

Settings: Optimize performance by checking for a connection to the CloudExtend Outlook bundle

OLNS | Enable task pane pinning to attach emails in the background

Settings: Work faster with CloudExtend Outlook task pane pinning

OLNS | Learn about the status log in CloudExtend Outlook for NetSuite

Settings: CloudExtend Outlook for NetSuite Status Log

Elise Gonzales

 Getting Started

Major issues will be reported at status.cloudextend.io. Other articles in this section will cover issues that are not widespread

Known Issues

OLNS | If your Outlook App is showing a spinning icon, you just see three dots or a white screen here's how to resolve it

Troubleshooting: Trouble updating or loading your CloudExtend Outlook for NetSuite

OLNS | Know how to resolve the TBA error when you see this on your screen

Error: The WSDL version being used requires Token Based Authentication (TBA)

Product Overview: CloudExtend for Outlook NetSuite Autopilot 2.0 (Enterprise Users)

OLNS | Know when to use Autopilot features

FAQ: Best Practices for Choosing One-Time Save vs Autopilot 2.0 (Email Address & Thread Based)

Email Sync: Autopilot 2.0

OLNS | What is Auto-Association for Email Address Based Autopilot

FAQ: Auto-Association (Email Address Based Autopilot)

OLNS | Know the steps on how to turn off Autopilot

FAQ: How to turn off Autopilot

OLNS | Know how the sticky settings  for both the Autopilot and One-Time tab work

FAQ: Sticky Settings for One-Time and Autopilot Tab

Kauser Fatima

Autopilot 2.0 (Enterprise Users)

OLNS | Learn how to configure auto-fetch and how to manually search for records

Email Sync: How to Attach Emails to NetSuite

OLNS | Learn how to associate a file already in NetSuite with any record

Email Sync: CloudExtend Outlook attaches files to emails

OLNS | How to attach emails to NetSuite when composing or replying to an email

Email Sync: Attaching to NetSuite while composing an email in Outlook

OLNS | Manually search for a record(s) to attach an email to

Email Sync: How to manually search for a record to attach an email to

OLNS | How to save file attachments to NetSuite with CloudExtend Outlook for NetSuite

Email Sync: Selecting and saving file attachments to NetSuite records with CloudExtend Outlook

OLNS | Learn how CloudExtend Outlook handles inline images and file attachments

Email Sync: Inline images and file attachment handling for CloudExtend Outlook

OLNS | How to find where emails and file attachments are stored in NetSuite

Email Sync: Where are emails and file attachments saved in NetSuite?

OLNS | Learn how to get into NetSuite to view a record quickly from CloudExtend Outlook

Email Sync: Jump to a NetSuite record quickly from CloudExtend Outlook

OLNS | Learn how CloudExtend Outlook for NetSuite improves speed

Email Sync: How long does it take for an email to attach to NetSuite

OLNS | Using the Suggest related records button to search and find records quickly

Email Sync: Auto-fetch to attach emails quickly

OLNS | Filter on what records you want auto-fetched when you click Suggest Related Records

Email Sync: Configure records that you want auto-fetched by CloudExtend Outlook when you click Suggest Related Records

OLNS | Learn more about CloudExtend Autopilot

Email Sync: CloudExtend Autopilot for Microsoft Outlook

OLNS | Learn how to use troubleshoot CloudExtend Autopilot licensing issues on a shared mailbox

Email Sync: CloudExtend Autopilot 2.0 for Shared Mailboxes

OLNS | How to create new NetSuite records from CloudExtend Outlook

Manage Records: How to create a new NetSuite contact, customer, task, prospect, lead or opportunity record from Outlook

OLNS | Search and view NetSuite records in CloudExtend Outlook

Manage Records: Search and view NetSuite records in CloudExtend Outlook

OLNS | CloudExtend Outlook will give you the option to create a contact or Customer & then attach the email to that newly created record

Manage Records: Create a new NetSuite Contact or Customer record and attach an email to it

OLNS | How to create a new contact and associate it with a customer when the company name is grayed out

Manage Records: Company name is grayed out / unavailable when creating a Contact

OLNS| You can configure which fields you want to be displayed when viewing NetSuite records in Outlook

Manage Records: Configure fields when viewing a record

OLNS | CloudExtend Outlook uses Icon to distinguish between different NetSuite records types

Manage Records: Which icons reference which NetSuite record types in CloudExtend Outlook?

OLNS | Learn how to attach Outlook Calendar events to NetSuite records

Calendar Sync: Saving Outlook Calendar events to NetSuite records

OLNS | Learn about prerequisites and get troubleshooting tips

Calendar Sync: Prerequisites and troubleshooting tips for attaching Calendar events to NetSuite

OLNS | Learn how to see your NetSuite events in Outlook for free

Calendar Sync: See your NetSuite Calendar in Outlook for free

OLNS | Learn how to use NetSuite OneDrive for Business and SharePoint integration

OneDrive and SharePoint Sync: Getting Started with OneDrive for Business and SharePoint

OLNS | how to add files to OneDrive for Business and SharePoint and associate them with NetSuite records, even from Outlook

OneDrive and SharePoint Sync: How to integrate OneDrive for Business, SharePoint, and NetSuite

OLNS |  Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.

OneDrive and SharePoint Sync: About CloudExtend OneDrive for Business and SharePoint NetSuite Integration

CEOL | How to add or remove CloudExtend Files Tab for OneDrive from NetSuite records

OneDrive and SharePoint Sync: Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite records

OLNS | Know what CloudExtend files tab is  all about

OneDrive and SharePoint Sync: CloudExtend Files Tab

OLNS | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records

OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associations

OLNS | Learn more about how CloudExtend Outlook handles files and folders

OneDrive and SharePoint Sync: OneDrive for Business and SharePoint files appear to be duplicated in CloudExtend

OneDrive and SharePoint Sync: OneDrive for Business and SharePoint  NetSuite Integration: FAQs

OLNS | Learn how to approve time and expense reports with CloudExtend Outlook without leaving your inbox

Actionable Messaging: Introduction to Actionable Messages

OLNS | Preparing your NetSuite account for Actionable Messaging and expense entry approvals

Actionable Messaging: Setup Actionable Messages for Expense Reports

OLNS | Preparing your NetSuite account for Actionable Messaging and time entry approvals

Actionable Messaging: Setup Actionable Messages for Timesheet Entries

OLNS | Learn how to approve timesheet entries and expense reports without leaving Outlook

Actionable Messaging: How to Approve NetSuite Expense Reports and Timesheet Entries from Outlook

Learn More about CloudExtend Outlook for NetSuite

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

FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)

CEOL | Learn how to skip the validation process in saving phone numbers outside the required format

FAQ: Workaround for adding phone numbers when saving Contacts

OLNS | Learn what happens when you regrant consent for CloudExtend Autopilot

FAQ: Regranting consent for CloudExtend Outlook Autopilot

OLNS | Learn more about the sleeping task pane

FAQ: Sleeping Task Pane for CloudExtend Outlook

OLNS | Learn how to turn the welcome screen back on

FAQ: Get the welcome screen back with CloudExtend Outlook for NetSuite

OLNS | Learn how to manually create an Outlook category to easily identify emails synced by CloudExtend

FAQ: How to create Outlook categories for CloudExtend Outlook to apply

OLNS | Learn how to add custom fields for supported record types

FAQ: Adding custom fields to supported record types with CloudExtend Outlook

OLNS | Learn about the steps required to add your Outlook categories to your master catalog

FAQ: CloudExtend Outlook categories not in Master Category List

OLNS | Learn how to convert your Outlook categories

FAQ: Converting Categories from Attached by NetSuite to Synced by CloudExtend

OLNS | Learn how to find your version number

FAQ: How to determine my CloudExtend Outlook version number

OLNS | Customize view in NetSuite to filter synced emails

FAQ: How to Filter Email View in NetSuite for CloudExtend Outlook

OLNS | Learn how to avoid duplicate emails on the NetSuite customer record

FAQ: Why are emails sometimes duplicated in NetSuite when using CloudExtend Outlook?

OLNS | Enabling the Don't show the welcome page to work faster

FAQ: When to enable Don't show the welcome page

OLNS | How to force an application update by uninstalling and reinstalling the application

FAQ: How to uninstall and reinstall CloudExtend Outlook

OLNS | Learn how to buy (license) CloudExtend Outlook and keep all your features

FAQ: Upgrade CloudExtend Outlook from Free to User Edition

OLNS | Learn how to use NetSuite permissions to prevent users from creating or editing records in Outlook

FAQ: Prevent Outlook users from creating new records in NetSuite

OLNS | Learn how to locate your Outlook Version

FAQ: How do I tell which version of Microsoft Outlook I have

OLNS | Learn how to keep CloudExtend app open all the time

FAQ: Task pane pinning 📌

OLNS | Learn how CloudExtend Outlook searches NetSuite to find matching entities and transaction records

FAQ: How CloudExtend Outlook for NetSuite identifies matching records

OLNS | Learn how to side load Outlook Add-in

FAQ: Side Load CloudExtend Outlook for NetSuite

OLNS | CloudExtend Outlook users can login with TBA or SSO

FAQ: Can I Log Into CloudExtend Outlook using 2 Factor Authentication, TBA or SSO?

OLNS | Excluding inactive NetSuite contacts from search in CloudExtend Outlook

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

OLNS | Learn why you receive "You cannot perform this action. This add-in scenario is not supported in this folder" with certain mailboxes

FAQ: CloudExtend Outlook for NetSuite support for shared mailboxes

OLNS |  CloudExtend Outlook for NetSuite currently supports the following records

FAQ: Record Types Supported by CloudExtend Outlook for NetSuite

OLNS | CloudExtend Outlook for NetSuite supports attaching the following file formats to the NetSuite file cabinet

FAQ: What are the file formats supported by CloudExtend Outlook?

OLNS | Know the file limit size that can be attached in a single email

FAQ: What is the limit on the size of files that can be attached in a single email?

OLNS | Phone number formats supported by CloudExtend Outlook for NetSuite

FAQ: What phone number formats are supported when adding a phone number in when creating a contact in CloudExtend Outlook?

OLNS | Troubleshoot when customers, contacts, and other records are not found in Outlook auto search

FAQ: Search by Prefix feature in CloudExtend Outlook Bundle

OLNS | Learn how to add a category to emails attached to NetSuite records with CloudExtend

FAQ: Use Outlook categories to quickly identify emails attached to NetSuite records

OLNS | Learn about current and future differences between "NetSuite for Outlook" and CloudExtend Outlook for NetSuite and what is planned

FAQ: Differences between NetSuite's deprecated Outlook integration and Celigo's CloudExtend Outlook + CloudExtend Outlook Roadmap (with comparison chart)

FAQs

OLNS | When clicking CloudExtend files tab, button not showing when login into O365