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CloudExtend Outlook for NetSuite
This Help Center is for users of the CloudExtend legacy Outlook application.
134 articles
CloudExtend Outlook RoadmapOLNS | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Learn How To Get Support For CloudExtend Outlook For NetSuiteOLNS | Can't find what you are looking for? Learn how to get more support here
Getting Started
Find guides and best practices to get you off to the right start
Product Overview: CloudExtend for Outlook NetSuite Autopilot 2.0 (Enterprise Users)OLNS | Introduction to Autopilot 2.0
FAQ: Best Practices for Choosing One-Time Save vs Autopilot 2.0 (Email Address & Thread Based)OLNS | Know when to use Autopilot features
Email Sync: Autopilot 2.0OLNS | How does Autopilot 2.0 works
FAQ: Auto-Association (Email Address Based Autopilot)OLNS | What is Auto-Association for Email Address Based Autopilot
FAQ: How to turn off AutopilotOLNS | Know the steps on how to turn off Autopilot
FAQ: Sticky Settings for One-Time and Autopilot TabOLNS | Know how the sticky settings for both the Autopilot and One-Time tab work
Syncing EmailsFind everything you need to know about syncing emails to NetSuite here13 articles
Managing NetSuite Records in OutlookLearn how to create, edit, and view NetSuite records without leaving Outlook6 articles
Syncing Your Calendar to NetSuiteLearn how to sync your Outlook events to NetSuite records3 articles
OneDrive for Business and SharePointLearn how to associate OneDrive and SharePoint files and folders to NetSuite records9 articles
Approve Time and Expense Reports in Outlook with Actionable Messaging3 articles
FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)OLNS | Learn which child records will automatically roll up emails to parent records
FAQ: Workaround for adding phone numbers when saving ContactsCEOL | Learn how to skip the validation process in saving phone numbers outside the required format
FAQ: Regranting consent for CloudExtend Outlook AutopilotOLNS | Learn what happens when you regrant consent for CloudExtend Autopilot
FAQ: Sleeping Task Pane for CloudExtend OutlookOLNS | Learn more about the sleeping task pane
FAQ: Get the welcome screen back with CloudExtend Outlook for NetSuiteOLNS | Learn how to turn the welcome screen back on
FAQ: How to create Outlook categories for CloudExtend Outlook to applyOLNS | Learn how to manually create an Outlook category to easily identify emails synced by CloudExtend
FAQ: Adding custom fields to supported record types with CloudExtend OutlookOLNS | Learn how to add custom fields for supported record types
FAQ: CloudExtend Outlook categories not in Master Category ListOLNS | Learn about the steps required to add your Outlook categories to your master catalog
FAQ: Converting Categories from Attached by NetSuite to Synced by CloudExtendOLNS | Learn how to convert your Outlook categories
FAQ: How to determine my CloudExtend Outlook version numberOLNS | Learn how to find your version number
FAQ: How to Filter Email View in NetSuite for CloudExtend OutlookOLNS | Customize view in NetSuite to filter synced emails
FAQ: Why are emails sometimes duplicated in NetSuite when using CloudExtend Outlook?OLNS | Learn how to avoid duplicate emails on the NetSuite customer record
FAQ: When to enable Don't show the welcome pageOLNS | Enabling the Don't show the welcome page to work faster
FAQ: How to uninstall and reinstall CloudExtend OutlookOLNS | How to force an application update by uninstalling and reinstalling the application
FAQ: Upgrade CloudExtend Outlook from Free to User EditionOLNS | Learn how to buy (license) CloudExtend Outlook and keep all your features
FAQ: Prevent Outlook users from creating new records in NetSuiteOLNS | 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 haveOLNS | Learn how to locate your Outlook Version
FAQ: Task pane pinning 📌OLNS | Learn how to keep CloudExtend app open all the time
FAQ: How CloudExtend Outlook for NetSuite identifies matching recordsOLNS | Learn how CloudExtend Outlook searches NetSuite to find matching entities and transaction records
FAQ: Side Load CloudExtend Outlook for NetSuiteOLNS | Learn how to side load Outlook Add-in
FAQ: Can I Log Into CloudExtend Outlook using 2 Factor Authentication, TBA or SSO?OLNS | CloudExtend 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 CloudExtend Outlook?OLNS | Excluding inactive NetSuite contacts from search in CloudExtend Outlook
CloudExtend Outlook for NetSuite support for shared mailboxesOLNS | Learn why you receive "You cannot perform this action. This add-in scenario is not supported in this folder" with certain mailboxes
FAQ: Record Types Supported by CloudExtend Outlook for NetSuiteOLNS | CloudExtend Outlook for NetSuite currently supports the following records
FAQ: What are the file formats supported by CloudExtend Outlook?OLNS | CloudExtend Outlook for NetSuite supports attaching the following file formats to the NetSuite file cabinet
FAQ: What is the limit on the size of files that can be attached in a single email?OLNS | Know the file limit size that can be attached in a single email
FAQ: What phone number formats are supported when adding a phone number in when creating a contact in CloudExtend Outlook?OLNS | Phone number formats supported by CloudExtend Outlook for NetSuite
FAQ: Search by Prefix feature in CloudExtend Outlook BundleOLNS | Troubleshoot when customers, contacts, and other records are not found in Outlook auto search
FAQ: Use Outlook categories to quickly identify emails attached to NetSuite recordsOLNS | Learn how to add a category to emails attached to NetSuite records with CloudExtend
FAQ: Differences between NetSuite's deprecated Outlook integration and Celigo's CloudExtend Outlook + CloudExtend Outlook Roadmap (with comparison chart)OLNS | Learn about current and future differences between "NetSuite for Outlook" and CloudExtend Outlook for NetSuite and what is planned
FAQ: Zoom in or out of the CloudExtend app in OutlookOLNS | Make the CloudExtend app larger or smaller for best display
Troubleshooting: CloudExtend files tab showing a white blank pageOLNS | When clicking CloudExtend files tab, button not showing when login into O365
Troubleshooting: Why aren't my custom fields displaying in CloudExtend Outlook for NetSuite when editing my record form?OLNS | If you're unable to see custom fields when editing the record form, here is the solution
Error: Unable to associate a category to emailCEOL | Learn why CloudExtend may not be able to create an Outlook category
Error: ADD-IN ERROR 'This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try again'OLNS | Learn how to enable protected mode to resolve this issue in CloudExtend Outlook
Error: "Your subscription has expired" when logging into CloudExtend OutlookOLNS | Resolving login issues when you get the message "Your subscription has expired"
Error: CloudExtend Outlook Error 5000OLNS | Learn more about error code 5000
Error: CloudExtend Outlook for NetSuite And Missing Author/Recipient EntitiesOLNS | Learn how CloudExtend Outlook handles outlier situations when the sender or recipient email does not exist on the attached record
Error: The account you are trying to access is currently unavailable while we undergo our regularly scheduled maintenanceOLNS | Learn how to fix the error "The account you are trying to access is currently unavailable..."
Error: We are not able to load your subsidiary dataOLNS | Work around the "We are not able to load your subsidiary data" message
Error: Account holder (your email) not present in NetSuite. Kindly add to NetSuite and try attaching again.OLNS | Is CloudExtend not resolving your email address to your employee record? Find out why and fix it right here
Troubleshooting: We were unable to log you in. Please try againOLNS | Why does looping issue occur and how can we solve this
Troubleshooting: Issue with Autopilot Emails showing as Raw HTMLOLNS | See troubleshooting steps if Autopilot emails are showing in NetSuite as raw HTML
Troubleshooting: How to end task the Desktop Web App Viewer for CloudExtend OutlookOLNS | Learn how to end task the desktop web app viewer or install the Desktop App Web Viewer
Troubleshooting: Unable to connect to the REST URLOLNS | Learn why you may get a message that Outlook is experiencing an issue that is affecting CloudExtend functionality
Troubleshooting: Updating CloudExtend OutlookOLNS | Learn how to check your version number and update to the latest version
Troubleshooting: Microsoft Outlook Memory Leak (solved)OLNS | Learn more about a known Microsoft issue that causes memory leaks with add-ins
Troubleshooting: Enabling Legacy Attach for CloudExtendOLNS | How to enable legacy attach for CloudExtend
Troubleshooting: Autopilot watch renewal failedOLNS | Learn more about Autopilot watch renewal failure messages
Troubleshooting: User has exceeded the maximum number of tokensOLNS | Learn how to revoke older unneeded tokens
Troubleshooting: Customizing the Global Search Prefix and Suffix with CloudExtend OutlookOLNS | Learn how to add global search prefix and suffixes to identify more records when searching
Troubleshooting: CloudExtend Outlook is not finding the records I wantOLNS | Learn how to troubleshoot when CloudExtend cannot find matching contacts or other record types
Troubleshooting: Can I login to CloudExtend Outlook on a Mobile device with a role that requires 2FA?OLNS | Learn what to do if your role requires two factor authentication and you want to use Outlook mobile application
Troubleshooting: Making sure that browser cache is not being cleared on exitOLNS | Learn how to set Internet Explorer and Microsoft Edge to not clear browser cache on exit
Troubleshooting: Issues with phone number validation when saving ContactsOLNS | Learn how CloudExtend Outlook for NetSuite validates phone numbers
Troubleshooting: Unable to save records or events in Outlook due to required custom fieldsOLNS | Learn several workarounds to bypass custom field validation rules
Troubleshooting: CloudExtend Outlook icon is missing or grayed outOLNS | Learn why Outlook add-ins are grayed out or missing on certain mail items
Troubleshooting: Internet Explorer Settings For CloudExtend Outlook On Windows MachinesOLNS | Optimal Internet Explorer Settings For CloudExtend Outlook
Troubleshooting: Enabling SOAP Web Services for CloudExtend OutlookOLNS | Getting the Invalid login, customer access is disabled error? Learn how to enable web services for your role to resolve the error
Troubleshooting: Unable to attach files to NetSuite from OutlookOLNS | 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 CloudExtend Outlook for NetSuiteOLNS | Learn how to log out of the CloudExtend application
Troubleshooting: Outlook emails fail to attach to NetSuiteOLNS | Learn how to troubleshoot when emails fail to attach to NetSuite
Troubleshooting: Hyperlinks not opening from Celigo Help WidgetOLNS | If Outlook is prompting you to choose an application when you click on a link in our help widget follow these steps
Troubleshooting: CloudExtend Outlook and NetSuite Concurrency ErrorsOLNS | Learn how to troubleshoot NetSuite Concurrency Errors
Troubleshooting: Trouble updating or loading your CloudExtend Outlook for NetSuiteOLNS | 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)OLNS | Know how to resolve the TBA error when you see this on your screen