CloudExtend Outlook for NetSuite

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

134 articles in this collection
Written by Chris Corcoran, Justine Burdo, and Anurag

CloudExtend Outlook Roadmap

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

Written by Chris Corcoran
Updated over a week ago

Trouble updating or loading your CloudExtend Outlook for NetSuite

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

Written by Chris Corcoran
Updated over a week ago

Getting Started (Admins)

1. Understand CloudExtend Outlook Client, Server, and NetSuite Prerequisites

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

Written by Justine Burdo
Updated over a week ago

2. CloudExtend Outlook for NetSuite Bundle

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

Written by Anurag
Updated over a week ago

3. Manage CloudExtend Outlook Group Edition or Enterprise Edition licenses and Administrator users

CEOL | Learn how to allocate licenses for your end users

Written by Justine Burdo
Updated over a week ago

4. Bookmark this Best Practices Guide

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

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook for NetSuite Group Edition Getting Started and Setup Guide

Written by Justine Burdo
Updated this week

CloudExtend Outlook for NetSuite usage metrics

CEOL | Learn how to report on usage

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook for NetSuite Web Process Status Log

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

Written by Chris Corcoran
Updated this week

CloudExtend Outlook Autopilot (under development)

Learn about a feature we are building called Autopilot

Written by Chris Corcoran
Updated over a week ago

Getting Started (End Users)

CloudExtend Outlook for NetSuite Status Log

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

Written by Chris Corcoran
Updated this week

1. View this 2:30 CloudExtend Outlook for NetSuite video walk-through

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

Written by Chris Corcoran
Updated over a week ago

2. Install CloudExtend Outlook from Office Store

Install instructions CloudExtend Outlook for NetSuite from AppSource

Written by Chris Corcoran
Updated over a week ago

3. Login in to CloudExtend Outlook for NetSuite

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

Written by Anurag
Updated over a week ago

4. Recommended end user customizations to make to CloudExtend Outlook

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

Written by Justine Burdo
Updated over a week ago

5. Optimize performance by checking for a connection to the CloudExtend Outlook bundle

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

Written by Chris Corcoran
Updated over a week ago

6. Work faster with CloudExtend Outlook task pane pinning

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

Written by Chris Corcoran
Updated over a week ago

7. Learn about CloudExtend Outlook for NetSuite Settings

CEOL | Learn about the CloudExtend Outlook settings page

Written by Anurag
Updated over a week ago

8. Attach Outlook emails to NetSuite via your Mobile device

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

Written by Justine Burdo
Updated over a week ago

9. Learn How To Get Support For CloudExtend Outlook 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

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

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

Written by Justine Burdo
Updated over a week ago

Reference: CloudExtend Outlook: Getting Started Guide

Learn how to save emails to NetSuite, save file attachments to NetSuite and more..

Written by Justine Burdo
Updated over a week ago

OneDrive and Sharepoint for Business

1. About CloudExtend OneDrive for Business and SharePoint NetSuite Integration

CEOL - Learn about CloudExted Files Tab | NetSuite - OneDrive for Business and SharePoint Integration

Written by Anurag
Updated over a week ago

2. Getting Started with OneDrive for Business and SharePoint

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

Written by Anurag
Updated over a week ago

3. How to integrate OneDrive for Business, SharePoint, and NetSuite

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

Written by Anurag
Updated over a week ago

4. Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite records

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

Written by Anurag
Updated over a week ago

Bulk Upload OneDrive for Business and Sharepoint file associations.

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

Written by Chris Corcoran
Updated over a week ago

OneDrive for Business and SharePoint NetSuite Integration: FAQs

CEOL | OneDrive and SharePoint FAQ

Written by Anurag
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook: Calendar How to and FAQ

CloudExtend Outlook for NetSuite Email Attach Process

CEOL | Learn how CloudExtend Outlook for NetSuite improves speed

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook for NetSuite Pinning Issue

CEOL | Invite only article

Written by Chris Corcoran
Updated over a week ago

Prerequisites and troubleshooting tips for attaching Calendar events to NetSuite

CEOL | Learn about prerequisites and get troubleshooting tips

Written by Anurag
Updated over a week ago

See your NetSuite Calendar in Outlook for free

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

Written by Chris Corcoran
Updated over a week ago

Saving Outlook Calendar events to NetSuite records

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

Written by Justine Burdo
Updated over a week ago

Actionable Messaging

Introduction to Actionable Messages

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

Written by Anurag
Updated over a week ago

Setup Actionable Messages for Expense Reports

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

Written by Anurag
Updated over a week ago

Setup Actionable Messages for Timesheet Entries

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

Written by Anurag
Updated over a week ago

How to Approve NetSuite Expense Reports and Timesheet Entries from Outlook

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

Written by Anurag
Updated over a week ago

CloudExtend Outlook: Email How to's & FAQ's

CloudExtend Outlook for NetSuite Enterprise Edition Getting Started and Setup Guide

CEOL Setup

Written by Justine Burdo
Updated this week

Upgrade from Free to User Edition

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

Written by Justine Burdo
Updated over a week ago

How to uninstall and reinstall CloudExtend Outlook

CEOL | How to force an App update by uninstalling and reinstalling the App

Written by Chris Corcoran
Updated over a week ago

Account Requirements for CloudExtend Outlook for NetSuite

CEOL | Learn more about the account requirements for CloudExtend Outlook for NetSuite

Written by Chris Corcoran
Updated over a week ago

Prevent Outlook users from creating new records in NetSuite

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

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook attaches files to emails. Learn how to attach them to a record.

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

Written by Chris Corcoran
Updated over a week ago

Configure records that you want auto-fetched by CloudExtend Outlook

This configure setting allows users to filter on what records they want auto-fetched when they click "Attach email to NetSuite"

Written by Justine Burdo
Updated over a week ago

Error: Unable to associate a category to email.

CEOL| Learn why CloudExtend may not be able to create an Outlook category

Written by Anurag
Updated yesterday

Inline images and file attachment handling for CloudExtend Outlook

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

Written by Chris Corcoran
Updated over a week ago

CloudExtend Files Tab

CEOL | Chat is the CloudExtend files tab

Written by Chris Corcoran
Updated over a week ago

Auto-fetch to attach emails quickly

Auto search to attach emails quickly to configured record types (Freemium + User edition + Enterprise Edition)

Written by Justine Burdo
Updated over a week ago

Task pane pinning

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

Written by Anurag
Updated over a week ago

3 ways to attach emails to NetSuite

1. Auto search to attach to configured record types 2. Create a new contact & attach 3. Manual search to attach to other records

Written by Justine Burdo
Updated over a week ago

Selecting and saving file attachments to NetSuite records

CEOL | How to save file attachments to NetSuite Records

Written by Justine Burdo
Updated over a week ago

How CloudExtend Outlook for NetSuite identifies matching records

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

Written by Chris Corcoran
Updated over a week ago

Side Load CloudExtend Outlook for NetSuite

CEOL | Learn how to side load Outlook Add-in

Written by Anurag
Updated over a week ago

Create a new NetSuite contact record and attach an email to it

CloudExtend Outlook will give you the option to create a contact & then attach the email to that newly created contact (User Edition)

Written by Justine Burdo
Updated over a week ago

Search and view NetSuite records in CloudExtend Outlook

How to search for and view NetSuite record details directly in CloudExtend Outlook (User Edition only).

Written by Justine Burdo
Updated over a week ago

Unable to attach files to NetSuite from Outlook

CEOL | Learn why files cannot be attached or viewed in NetSuite. Understand why file attach is not possible in compose mode.

Written by Chris Corcoran
Updated over a week ago

Attaching to NetSuite while composing an Email in Outlook

How do I attach my newly composed emails in Outlook to NetSuite records?

Written by Anurag
Updated over a week ago

Create a new contact, customer or task record

How to create new NetSuite records from CloudExtend Outlook

Written by Justine Burdo
Updated over a week ago

Attach an email to other supported record types than the ones CloudExtend searches for automatically

How to attach emails to other supported records types besides contacts, customers and vendors (Freemium, User, Group + Enterprise Editions)

Written by Justine Burdo
Updated over a week ago

Configure fields when viewing a record

You can configure which fields you want displayed when viewing NetSuite records in Outlook (User Edition only)

Written by Justine Burdo
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

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

CEOL | CloudExtend Outlook users can login with TBA or SSO

Written by Chris Corcoran
Updated over a week ago

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

Excluding inactive NetSuite contacts from search in CloudExtend Outlook

Written by Anurag
Updated over a week ago

Which icons reference which NetSuite record types in CloudExtend Outlook?

CloudExtend Outlook uses Icon to distinguish between different NetSuite records types.

Written by Justine Burdo
Updated over a week ago

How to bypass the welcome page to save emails faster

By checking "Don't show the welcome page", you can save emails faster by eliminating the extra click to save an email.

Written by Justine Burdo
Updated over a week ago

Does CloudExtend Outlook for NetSuite support shared mailboxes

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

Written by Chris Corcoran
Updated over a week ago

Where are emails and file attachments saved in NetSuite?

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

Written by Justine Burdo
Updated over a week ago

Record Types Supported by CloudExtend Outlook for NetSuite

CloudExtend Outlook for NetSuite currently supports the following records

Written by Chris Corcoran
Updated over a week ago

What are the file formats supported by CloudExtend Outlook?

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

Written by Justine Burdo
Updated over a week ago

How do I provide feedback or request a feature

Written by Justine Burdo
Updated over a week ago

What are the limits on number of files and size of files that can be attached in a single email?

Written by Justine Burdo
Updated over a week ago

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

Phone number formats supported by CloudExtend Outlook for NetSuite

Written by Justine Burdo
Updated over a week ago

I am composing a new email and want to save it to a NetSuite record, can I?

Written by Justine Burdo
Updated over a week ago

Search by Prefix feature in CloudExtend Outlook Bundle

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

Written by Anurag
Updated over a week ago

Is there a way to make the CloudExtend toolbar stay on the screen at all times?

Written by Justine Burdo
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

Does CloudExtend Outlook Add-in work on all mail items?

CEOL | Find why Outlook add-ins are grayed out on certain mail items

Written by Anurag
Updated over a week ago

Use Outlook categories to quickly identify emails attached to NetSuite records

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

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite And Missing Author/Recipient Entities

CEOL | Learn how CloudExtend Outlook handles outlier situations when the sender or recipient email does not exist on the attached record

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook: Email Troubleshooting

User has exceeded the maximum number of tokens

Learn how to revoke older unneeded tokens

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

Missing CloudExtend Outlook for NetSuite icon

CEOL | Learn how to restore missing icon or find out why it's missing or greyed out

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook is not finding the records I want

CEOL | Learn how to troubleshoot when you're not getting the desired search results

Written by Justine Burdo
Updated this week

Can I login to CloudExtend Outlook on a Mobile device with a role that requires 2FA?

CEOL Mobile | Learn what to do if your role requires two factor authentication and you want to use Outlook mobile app

Written by Justine Burdo
Updated over a week ago

Making sure that browser cache is not being cleared on exit

CEOL | Learn how to set Internet Explorer and Microsoft Edge to not clear browser cache on exit

Written by Chris Corcoran
Updated over a week ago

Issues with phone number validation when saving Contacts

CEOL | Learn how CloudExtend Outlook for NetSuite validates phone numbers

Written by Chris Corcoran
Updated over a week ago

Unable to save records or events in Outlook due to required custom fields

CEOL | Learn several workarounds to bypass custom field validation rules

Written by Chris Corcoran
Updated over a week ago

Internet Explorer Settings For CloudExtend Outlook On Windows Machines

CEOL | Optimal Internet Explorer Settings For CloudExtend Outlook

Written by Chris Corcoran
Updated over a week ago

How do I tell which version of Microsoft Outlook I have

CEOL | Learn how to locate your Outlook Version

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook Error 5000

CEOL | Learn more about error code 5000

Written by Chris Corcoran
Updated over a week ago

Enabling soap web services for CloudExtend Outlook

CEOL| Getting the Invalid login, customer access is disabled error? Learn how to enable web services for your role to resolve the error.

Written by Justine Burdo
Updated over a week ago

How to log out of CloudExtend Outlook for NetSuite

Required for end users who have been upgraded to the Enterprise Edition but do not see the lightning bolt on their Welcome Screen.

Written by Justine Burdo
Updated over a week ago

Outlook emails fail to attach to NetSuite

Product | CloudExtend Outlook | troubleshooting when emails fail to attach to NetSuite

Written by Justine Burdo
Updated over a week ago

Why am I receiving the following error in CloudExtend Outlook for NetSuite? The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.

Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenance.

Written by Justine Burdo
Updated over a week ago

Resolving Error: Account holder (your email) not present in NetSuite. Kindly add to NetSuite and try attaching again.

Is CloudExtend not resolving your email address to your employee record? Find out why and fix it right here.

Written by Justine Burdo
Updated over a week ago

Company name is grayed out / unavailable when creating a Contact

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

Written by Justine Burdo
Updated over a week ago

Hyperlinks not opening from Celigo Help Widget

If Outlook is prompting you to choose an App when you click on a link in our help widget follow these steps.

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook and NetSuite Concurrency Errors

CEOL| Learn how to troubleshoot NetSuite Concurrency Errors

Written by Anurag
Updated over a week ago

Notification : We are not able to load your subsidiary data

CEOL| Work around "We are not able to load your subsidiary data" message

Written by Anurag
Updated over a week ago

Video Tutorials

CloudExtend Outlook Email

Useful CloudExtend Outlook Email video tutorials for all users

Written by Chris Corcoran
Updated over a week ago

Release Notes

CloudExtend Outlook for NetSuite July 2020 Release

CEOL | Learn what's coming in the July 2020 CloudExtend Outlook for NetSuite release

Written by Chris Corcoran
Updated this week

CloudExtend OneDrive for NetSuite Release Notes : April 28, 2020

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes : April 16, 2020

Written by Anurag
Updated over a week ago

CloudExtend Outlook Roadmap

Learn more about what is coming to CloudExtend Outlook for NetSuite

Written by Justine Burdo
Updated this week

CloudExtend Outlook Release Notes Dec 19 2019

CEOL | Dec'19 release notes v2.2.103

Written by Chris Corcoran
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 10 Oct 2019

CEOL | Oct'19 release notes v2.2.79

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 4 Sep 2019

CEOL| Sep'19 release notes v2.2.75

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 10 Jul 2019

CEOL | v2.2.60 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 3 June 2019

CEOL | v2.2.44 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes : 13 May 2019

CEOL | May 2019 Release Notes 2.2.17+

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 16 Apr 2019

CEOL| Apr 2019 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 8 Mar 2019

CEOL| Mar 2019 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 20 Feb 2019

CEOL | Release notes for 20 Feb 2019 release.

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 7 Feb 2019

CEOL| February 2019 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 14 Jan 2019

CEOL | January 2019 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 31 Dec 2018

Release notes for v1.28.5

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 17 Dec 2018

CEOL | v1.28.2 Release Notes

Written by Anurag
Updated over a week ago

CloudExtend Outlook for NetSuite Release Notes 28 Nov 2018

CEOL | 2018 Nov Release Notes

Written by Anurag
Updated over a week ago

Release Notes v1.18.31(30 Oct 2018)

CEOL | October 30th Release Notes

Written by Anurag
Updated over a week ago

Release Notes V1.18.14 (3 Oct 2018)

Written by Anurag
Updated over a week ago

Release Notes V1.17.15 (17 Sep 2018)

CEOL | Release Notes for V1.117.15

Written by Anurag
Updated over a week ago

Release Notes v 1.15.20(2 Aug 2018)

CloudExtend Outlook for NetSuite Release Notes

Written by Anurag
Updated over a week ago

Release Notes v 1.15.19(6 Jul 2018)

CloudExtend Outlook for NetSuite Release Notes

Written by Anurag
Updated over a week ago

Release notes v1.12.21 ( 11 Jun 2018)

CloudExtend Outlook for NetSuite release notes

Written by Anurag
Updated over a week ago

Release notes v1.9.11 ( 17 Apr 2018)

CloudExtend Outlook for NetSuite release notes

Written by Anurag
Updated over a week ago

Release notes v1.6.19 ( 3 Apr 2018)

CloudExtend Outlook for NetSuite release notes

Written by Anurag
Updated over a week ago

Release notes v1.6.16 ( 22 Mar 2018)

CloudExtend Outlook for NetSuite Release Notes

Written by Anurag
Updated over a week ago

Release notes v 1.4.0( 28 Feb 2018)

Written by Anurag
Updated over a week ago

Release Notes V1.3.3 (7 Feb 2018)

Written by Anurag
Updated over a week ago

Release Notes V1.2.36 (24 January 2018)

Written by Anurag
Updated over a week ago

V1.2.29 (January 2018)

Written by Chris Corcoran
Updated over a week ago

Deprecated

4. Setting up Token Based Authentication For CloudExtend Outlook For NetSuite

CEOL | Learn how to enable TBA for your org and end users.

Written by Anurag
Updated over a week ago

5. Optional - Advanced Setup for Single Sign On (SSO)

CEOL | Steps involved to enable SSO login for CloudExtend Outlook

Written by Anurag
Updated over a week ago