Overview
ExtendSync Outlook for NetSuite connects Microsoft Outlook Email, Outlook Calendar, OneDrive, and SharePoint with NetSuite, allowing users to manage customer communications, activities, files, and records from a single workspace.
Instead of switching between Outlook and NetSuite throughout the day, users can stay in Outlook while keeping NetSuite up to date.
What You Can Do
With ExtendSync for Outlook, you can:
Associate emails and attachments with NetSuite records
Synchronize Outlook calendar events with NetSuite
Associate OneDrive and SharePoint files and folders with NetSuite records
Create NetSuite records directly from Outlook
Automate email association using Email Autopilot or Global Autopilot
Keep customer communications centralized for complete NetSuite visibility
➡️ What's New? View the latest release highlights and product updates.
Key Features
Watch the video below!
📧 Outlook Integration
Associate emails and attachments with NetSuite records directly from Outlook without switching applications.
➕ Create NetSuite Records
Create Contacts, Customers, Leads, Prospects, Opportunities, Tasks, and other supported NetSuite records while working in Outlook.
📅 Calendar Integration
Synchronize Outlook calendar events with NetSuite to keep customer meetings and activities connected.
📁 OneDrive & SharePoint Integration
Associate files and folders stored in OneDrive or SharePoint with NetSuite records for quick access to supporting documents.
🤖 Autopilot for Emails
Reduce manual work with:
Thread-based and Email Address-based - user-driven autopilot
Global Autopilot for admin configured automation
🔍 Global Search
Search NetSuite records directly from Outlook using a familiar global search experience.
🔒 Native NetSuite Security
ExtendSync respects your existing NetSuite roles and permissions, ensuring users only access authorized records
Getting Started
🎓 ExtendSync Outlook Course (Celigo University)
🗣️ Join our weekly training sessions
Every Tuesday at 8:00 AM PST
Every Thursday at 4:00 PM PST