Welcome to ExtendSync for Outlook NetSuite! We're glad to have you on board!

Use this guide to complete the first-time setup for your organization. You'll connect ExtendSync to Microsoft 365 and NetSuite, manage licenses, and enable optional productivity features.

🏢 Enterprise Admins: Configure Organization-Wide Autopilot for Emails

Want to enable automatic email sync across your organization without requiring any action from end users?

Global Autopilot (Enterprise only) lets administrators configure email sync once from the Admin Portal and apply it automatically to all enrolled users.

👀 See: Overview: Global Autopilot

Who is required for the initial setup?

Doing the steps below, we need three individuals from your organization. For some companies, this may be the same person. The users do not need to be present at the same time, but they will each be required to perform an action.

The admin assigned to log in to https://portal.cloudextend.app/
A user with GLOBAL ADMIN rights to your Microsoft 365 environment
A user with NetSuite admin rights

Before You Begin

You have an active or trial subscription for the Starter or Enterprise Edition.
You know which features your organization is licensed for (see categories below).

Review Outlook Add-In Requirements

ExtendSync works with the following supported Outlook clients:

Outlook with a Microsoft 365 subscription (desktop version)
Outlook for iOS
Outlook for Android
Outlook.com (web)
Exchange Online
- 🔗 View Microsoft's system requirements for add-ins

⚙️ Connection requirements:

The Outlook client must be connected directly to Microsoft 365 or Exchange Online.
When setting up Outlook, users must select an account type of Exchange, Office 365, or Outlook.com.
If the client is configured with POP3 or IMAP, add-ins will not load, and ExtendSync will not function.

💡 Tip: For best performance, we recommend using Outlook with a Microsoft 365 subscription connected to Exchange Online.

Core Setup (Required for All Editions)

To make your installation as quick and smooth as possible, please complete the steps below.

Step	Who Performs It	Desciption
1. Review Outlook add-in requirements	Microsoft 365 Admin	Confirm supported Outlook clients and configurations (see section above).
2. Install ExtendSync Outlook Bundle	NetSuite Admin	Install the ExtendSync Outlook bundle(ID: 244864). 📘 Install Bundle Guide 🔗 The installation link is here
2. Install the CloudExtend SuiteApp	NetSuite Admin	Install the ExtendSync Outlook SuiteApp. 📘 Install SuiteApp Guide
3. Complete NetSuite prerequisites	NetSuite Admin	Verify that all required NetSuite roles, permissions, and prerequisites are configured correctly. 📘 Required NetSuite Prerequisites Additional permissions for Global Autopilot 📘 Check additional permissions needed
4. Manage licenses in the CloudExtend Portal	Portal Admin	Assign licenses to users in https://portal.cloudextend.app/. 📘 License Management Guide
5. Grant Microsoft API Access	Microsoft 365 Admin	Approve Microsoft consent for required API permissions. (Must grant consent once per tenant/domain) 📘 Grant Access Guide
6. Shared Mailbox (Optional)	Portal Admin	Required Admin-configured shared mailbox. 📘 Configure Shared or Delegate Mailboxes
7. Install ExtendSync Outlook Add-in	End Users	Install the Outlook add-in, sign in with Microsoft 365, and connect to NetSuite. 📘 Install & Log In

💡 Note: Central Deployment for ExtendSync Outlook

Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps.

➡️ Central Deployment Guide for Microsoft Admin

Core Features by Edition

There are other features that the admin can enable for the organization, depending on the ExtendSync Outlook edition your organization is subscribed to.

Feature	Edition	Description
Send from Outlook	Starter or Enterprise	ExtendSync allows users to send emails directly from NetSuite's interface. 📘 Enable Send from Outlook
Autopilot for Emails (User Driven)	Enterprise	Users activate autopilot to sync selected Outlook emails to NetSuite. 📘 Enable Autopilot for Emails
Global Autopilot ⭐ NEW (Admin Driven)	Enterprise	Admin-configured org-wide email sync. No end-user action required. Includes shared mailbox support, domain exclusions, auto-create contacts, and attachment sync. Included at no extra cost for the Enterprise Edition. 📘 Admin: Enable & Configure Global Autopilot
Attachment Autopilot	Enterprise	Automatically store email attachments in the NetSuite File Cabinet. 📘 Enable Attachment Autopilot
OneDrive / SharePoint Integration	Enterprise	Link folders and files to the CloudExtend files tab to a NetSuite record. 📘 Add or Remove CloudExtend Files Tab for OneDrive & SharePoint Integration

Optional Add-Ons and Integrations

Available if your organization has purchased these Add-Ons or Standalone Features.

Feature	Requirements	Description
Calendar Autopilot	Add-On / Standalone	Automatically sync calendar events between Outlook and NetSuite. 📘 Enable Calendar Autopilot
Sync Email Attachments to SharePoint	Requires ExtendSync + ExtendDocs subscription	Automatically sync email attachments directly to OneDrive or SharePoint. 📘 Enable ExtendDocs and sync email attachments
Auto-Create Folder	ExtendDocs subscription required	Auto-creates a OneDrive or SharePoint folder when a new record is viewed or created in NetSuite. 📘 Enable ExtendDocs Only

Set Your Users Up for Success

After you've installed ExtendSync for Outlook NetSuite, you'll want to make sure your users have the tools for success.

✅ Assist them with installation and login

Inform them about the new app, and provide guidance on installing, logging in, and selecting the correct role and NetSuite environment to connect with.

✅ Your Customer Success Manager

Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.

✅ Train and Empower Your Users

To ensure a smooth rollout and high adoption:

Schedule a live training session (45 minutes) with our Training Manager and your user group.
👉 Book your training session here
Share our End-user training video for quick, self-paced learning.
🎥 Watch the training video (Take the courses for ExtendSync Outlook)
✅ If you have Enterprise Edition, consider enabling Global Autopilot to automatically sync emails for your entire team without requiring any user setup.
📘 Admin: Enable & Configure Global Autopilot