CloudExtend integrates NetSuite with Microsoft OneDrive for Business and SharePoint, allowing organizations to store and manage documents in Microsoft 365 while keeping them accessible from NetSuite.
Whether you simply want to associate existing files with NetSuite records or fully automate document management, CloudExtend provides solutions that grow with your organization's needs.
💡 Upgrade Note
To unlock all CloudExtend Files features, contact cloudextend-sales@celigo.com to upgrade to Enterprise Edition.
What You Can Do
With ExtendSync OneDrive and SharePoint Integration, you can:
Associate OneDrive and SharePoint files with NetSuite records
Link existing folders to Customers, Contacts, and other supported records
Upload files directly to OneDrive or SharePoint from NetSuite
Access Microsoft cloud documents without leaving NetSuite
Reduce NetSuite File Cabinet storage by keeping documents in Microsoft 365
Collaborate using Microsoft sharing permissions and version history
Choose the Right Integration Option
Select the integration option that best fits your organization's document management needs.
Integration Option | Capabilities | Requirements |
| Allow users to browse, attach, and upload OneDrive or SharePoint files to NetSuite records manually. No automation. | ExtendSync Enterprise |
Automatically create and link OneDrive or SharePoint folders when NetSuite records are created or viewed. Files continue to be managed manually. | ExtendDocs subscription | |
Automatically create folders and sync Outlook email attachments to OneDrive or SharePoint while linking them to NetSuite records. | ExtendSync Outlook Enterprise + ExtendDocs subscription | |
Fully automated document management with organization-wide email synchronization | ExtendSync Outlook Enterprise + ExtendDocs subscription |
CloudExtend Files Tab (Default Manual Experience)
Best for organizations that want to manage documents manually.
CloudExtend Files lets users:
Associate existing OneDrive files with NetSuite
Associate SharePoint folders
Upload files
Open linked Microsoft documents
Reduce NetSuite File Cabinet storage
No automated folder creation is required.
Auto-Create OneDrive or SharePoint Folders
Add intelligent document management.
ExtendDocs builds on CloudExtend Files by automatically creating standardized folders for supported NetSuite records.
Additional capabilities include:
Automatic folder creation
Standard folder structures
Document organization
External Microsoft storage
Consistent document management across teams
Ideal for organizations replacing the NetSuite File Cabinet.
ExtendDocs + ExtendSync Outlook(Recommended)
Automatically organize email attachments.
When ExtendDocs is used with ExtendSync Outlook, email attachments can automatically be stored in the correct OneDrive or SharePoint folder while remaining linked to the related NetSuite record.
Benefits include:
Automatic attachment storage
No manual uploads
Customer correspondence stays organized
Files remain in Microsoft 365
ExtendDocs + Global Autopilot
End-to-end automation.
Organizations using Global Autopilot can automate both email association and document storage.
As emails are processed automatically:
Emails are associated with NetSuite
Contacts can be created automatically (if enabled)
Attachments are stored in OneDrive or SharePoint
Files become immediately available from NetSuite
This provides a completely automated document management experience with little or no user intervention.
🎓 Continue Learning
Prefer guided training? Visit CloudExtend University for self-paced courses and video tutorials covering:
OneDrive and SharePoint Integration
ExtendDocs Fundamentals
Need Help?
Before contacting Support, try searching in:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com