Calendar Autopilot ensures that every meeting or event created in Outlook is automatically captured and synced to NetSuite, saving you time and reducing human error.
This powerful feature is available as a standalone subscription or as an add-on to ExtendSync for Outlook NetSuite.
Who is required for the initial setup
The admin assigned to login to subscriptions.cloudextend.io
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Enabling Calendar Autopilot
🚩 Tip: Ensure that any existing calendar integration is turned off before enabling this feature.
Step 1: Install CloudExtend SuiteApp in your NetSuite Account
Step 1: Install CloudExtend SuiteApp in your NetSuite Account
NetSuite Admins should click the SuiteApps tab in their NetSuite navigation bar.
On the search box, enter "CloudExtend".
Multiple CloudExtend SuiteApps will appear, be sure to select CloudExtend Outlook with the logo below which has the latest functionality.
Step 2: Calendar Autopilot in the Subscription Portal
Step 2: Calendar Autopilot in the Subscription Portal
Step 1: Log in to the subscription portal
The CloudExtend admin should log in to the subscription portal (subscriptions.cloudextend.io) and click on Accounts.
In the Accounts section, admins can configure the Calendar Autopilot setup. Once configured, users can be added via the Licenses tab.
Step 2: Enable Calendar Autopilot
In the Calendar Autopilot tab and proceed with the following steps:
(1) Select your NetSuite Account.
(2) Activate Calendar Autopilot to enable automatic event synchronization with NetSuite.
(3) Set Calendar Autopilot Preference
(4) Default Organizer Internal ID
It is optional to assign a default organizer's employee internal ID. You can find more information on this here.
If you leave this blank, the admin who will perform the NetSuite authorization in step 3 will be the default organizer.
(5) Continue to the next step by selecting Configure Autopilot. The next step requires your Microsoft 365 Admin and your NetSuite Admin.
Step 3: Calendar Autopilot > Configure Autopilot
All steps should be completed for the Calendar Autopilot to work.
Step 1: Grant Microsoft 365 Consent
The Microsoft 365 Admin will be prompted to grant Microsoft Graph API permissions for your organization’s domain.
Step 2: NetSuite Authorization for the Organization
The NetSuite Admin must log in to authorize event synchronization between NetSuite and Microsoft 365.
Step 3: Verify NetSuite SuiteApp
The system automatically checks if the CloudExtend Outlook SuiteApp is installed.
✅ If already installed → no action required.
⚠️ If not → the admin will be prompted to install it.
Step 4: Assign Calendar Autopilot Users
The admin will see a list of all licensed users.
Event Autopilot is selected by default for each user.
Deselect users who should not have access to this feature.
End users with a valid license who have had Event Autopilot enabled will be able to confirm the status of their configuration in the Autopilot Status section in the Settings of the ExtendSync app.
Step 3: Enable or Disable Calendar Autopilot for Specific Users
Step 3: Enable or Disable Calendar Autopilot for Specific Users
Admins can enable and disable the Calendar Autopilot feature for users.
Step 1: Visit subscriptions.cloudextend.io and log in to the Admin Portal with your Microsoft ID (this was previously provided to your Customer Success Manager and is typically your Microsoft 365 email address).
Step 2: Go to Manage Licences> Account> Calendar Autopilot
Step 3: Configure Autopilot
Step 4: Go to Assign Users(1) and review the email addresses of users to whom Calendar Autopilot should be enabled.
What to Expect After Activation
💡 Note
It can take up to 24 hours to be enabled
Calendar Autopilot will be enabled for end users approximately 24 hours after it is enabled by the Admin.
Once enabled:
All new events created in Outlook will automatically sync to NetSuite.
Changes, deletions, or attendee updates in Outlook are reflected in NetSuite.
Event details such as time, date, agenda, and attendees remain synchronized.
How Outlook Events Sync with NetSuite
For events with attendees, ExtendSync automatically associates the event with relevant NetSuite records in this order of priority:
Employee > Contact > Customer > Vendor > Lead> Prospect > Partner > Job