What is ExtendSync Outlook?
ExtendSync gives your organization visibility into important communications. Without ExtendSync your important emails remain invisible to others in your inbox. We offer an easy 1-click solution to attach your emails to NetSuite records directly from Outlook and more.
The next generation of ExtendSync for Outlook NetSuite was built so that the user experience is improved and users can perform their day-to-day tasks with more ease.
Install and Login
Install and Login
Recommended Customizations
Recommended Customizations
Pin ExtendSync to keep the App open as you move from email to email
Resize your App for best display
Set your filter for search results (Learn how ExtendSync searches for matching records here).
Change the message tab view in NetSuite
Sync Emails to NetSuite
Sync Emails to NetSuite
Saving emails from your inbox or sent items
Autopilot for Emails (Enterprise Only)
How to turn off Autopilot for Emails? (Enterprise Only)
Various search options to find which records you want to attach to your emails
Shared Association History and visual cues when using ExtendSync
Set your file attachment sticky setting
Where emails are stored in NetSuite? Learn about the roll-up feature too!
Understanding your ExtendSync Settings
Save emails from your Mobile device (Enterprise Only)
Show previously saved emails using the legacy version
Send from Outlook (Group and Enterprise)
Send from Outlook (Group and Enterprise)
ExtendSync introduces a solution—allowing you to send emails directly from NetSuite’s interface while ensuring:
✔️ Emails are less likely to be marked as spam.
✔️ Sent emails are stored in both NetSuite and Outlook with a single click.
✔️ Full support for all NetSuite templates and attachments by leveraging the native NetSuite email interface.
✔️ Replies in Outlook sync automatically using Autopilot for Emails
Enable Attachment Autopilot (Enterprise Only)
Enable Attachment Autopilot (Enterprise Only)
Effortlessly set up an entire thread or automate an email address — including attachments! 📎
All future emails set on Autopilot will automatically sync complete with attachments to NetSuite with no extra clicks!
Create, Update, or View some records via ExtendSync
Create, Update, or View some records via ExtendSync
Calendar Sync
Calendar Sync
Prerequisites and Troubleshooting tips before using the Calendar feature
Calendar Autopilot Sync (Group and Enterprise users only)
Use ExtendSync OneDrive and SharePoint to Save NetSuite Storage
Use ExtendSync OneDrive and SharePoint to Save NetSuite Storage
More Features for Enterprise Users
More Features for Enterprise Users
Learn the best practices when using Email Autopilot
Begin using ExtendSync for Outlook 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.
👉 Check out these best practices for you to optimize your ExtendSync usage! Happy saving!