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Before you begin using ExtendSync for Outlook and NetSuite, admins need to make sure the following requirements are in place.

The following clients support Outlook add-ins:

Outlook with a Microsoft 365 subscription

Exchange Online (<a href="https://learn.microsoft.com/en-us/javascript/api/requirement-sets/outlook/outlook-api-requirement-sets?view=common-js-preview&amp;tabs=jsonmanifest#requirement-sets-supported-by-exchange-servers-and-outlook-clients" rel="nofollow noopener noreferrer" target="_blank">see Microsoft requirements</a>)

- Outlook with a Microsoft 365 subscription
- Outlook for iOS
- Outlook on Android
- Exchange Online (<a href="https://learn.microsoft.com/en-us/javascript/api/requirement-sets/outlook/outlook-api-requirement-sets?view=common-js-preview&amp;tabs=jsonmanifest#requirement-sets-supported-by-exchange-servers-and-outlook-clients" rel="nofollow noopener noreferrer" target="_blank">see Microsoft requirements</a>)
- Outlook.com

The client MUST be connected to an Exchange server or Microsoft 365 using a direct connection. If the client is configured to connect with POP3 or IMAP, add-ins will not load.

___________________________________________________________

You must have an active or trial subscription for Starter or Enterprise Edition.

The free version of ExtendSync was discontinued on August 6, 2024.

- You must have an active or trial subscription for Starter or Enterprise Edition.
- The free version of ExtendSync was discontinued on August 6, 2024.

Install the CloudExtend SuiteApp in NetSuite. 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/8471613-admin-how-to-install-the-suiteapp">Learn how to install the CloudExtend SuiteApp</a>

Enable the Microsoft Grant 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/8159135-admin-portal-grant-microsoft-api-access">How to grant Microsoft API access</a>

Access to the CloudExtend Portal at <a href="https://portal.cloudextend.app/" rel="nofollow noopener noreferrer" target="_blank">https://portal.cloudextend.app/</a>

1. Install the CloudExtend SuiteApp in NetSuite. 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/8471613-admin-how-to-install-the-suiteapp">Learn how to install the CloudExtend SuiteApp</a>
2. Enable the Microsoft Grant 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/8159135-admin-portal-grant-microsoft-api-access">How to grant Microsoft API access</a>
3. Access to the CloudExtend Portal at <a href="https://portal.cloudextend.app/" rel="nofollow noopener noreferrer" target="_blank">https://portal.cloudextend.app/</a>

💡 Global Autopilot users (Enterprise)

If your organization's admin has enrolled you in Global Autopilot, you must have an active NetSuite connection in the ExtendSync add-in for sync to begin. Navigate to Menu → Settings → NetSuite Connection to verify your connection is active. Once confirmed, emails will sync automatically — no further setup is required on your end.

Your user identity is no longer tied to your NetSuite account.

You can sign in with your Microsoft 365 email, then connect to one or more NetSuite accounts or roles.

Multiple accounts and roles are now supported.

1. Your user identity is no longer tied to your NetSuite account.
2. You can sign in with your Microsoft 365 email, then connect to one or more NetSuite accounts or roles.
3. Multiple accounts and roles are now supported.

For users: ➡️ <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/1506040-end-users-install-extendsync-outlook-from-microsoft-appsource">How to Install and Log In to ExtendSync for Outlook and NetSuite</a>

For admins: ➡️ <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/8457604-admin-extendsync-outlook-for-netsuite-setup-guide">Admin Setup Guide for ExtendSync for Outlook and NetSuite</a>

💬 Use in-app chat (bottom-right of the support site)

✉️ Email <a href="mailto:cloudextend-support@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

- 💬 Use in-app chat (bottom-right of the support site)
- ✉️ Email <a href="mailto:cloudextend-support@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

ExtendSync Outlook | Check points when using the app

Getting Started: Prerequisites for ExtendSync for Outlook NetSuite

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Getting Started: Prerequisites for ExtendSync for Outlook NetSuite

Review Outlook add-in requirements

Subscription Requirements

Admin Setup Requirements

About the New App (Released August 2024)

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