We recommend watching this brief overview video and then following the steps below to get started.
ExtendSync Google is NOT yet supported in mobile but we are working on it to be available for you!
All in 1 video:
Install and Login
Install and Login
Install the extension from the Chrome store
Recommended Customizations to Make Before Use
Recommended Customizations to Make Before Use
Set your filter for search results
To enable Open with ExtendSync icon
Learn how ExtendSync for Google NetSuite works
Learn how ExtendSync for Google NetSuite works
Saving emails from your inbox
Associate Email
Autopilot (Enterprise Only)
Various search options to find which records you want to attach your emails
Where are emails stored in NetSuite? Learn about the roll-up feature too!
Understanding your ExtendSync settings
Use Gmail Analytics to view stats on how your application is helping you stay productive
Create and Edit Records within the application
Create and Edit Records within the application
Use ExtendSync Google Drive to Save NetSuite Storage
Use ExtendSync Google Drive to Save NetSuite Storage
Bulk upload your Google Drive files and folders (Admin Only)
Add and Remove the Google Drive tab to NetSuite Records (Admin Only)
Calendar Sync Feature
Calendar Sync Feature
Begin using ExtendSync for Google NetSuite to save time and be more productive
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.
π Check out these best practices for you to optimize your CloudExtend usage! Happy saving!
Need help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
π΅ We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
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π΅ Send an email to cloudextend-support@celigo.com
Please provide as much detail as possible. Screenshots are welcome!