Welcome! 🎉
Here you'll find everything you need to get started, roll out, and master ExtendSync for Outlook NetSuite, all in one place.
👋 Start Here
Administrators: Begin with the Complete Setup Guide to configure NetSuite, deploy the Outlook add-in, allocate licenses, and prepare your organization for rollout.
End users: If your organization has completed the setup, begin with the Getting Started Guide to learn how to sign in and use ExtendSync in Outlook.
Tip: Bookmark this page for quick access to ExtendSync Outlook setup, features, training, and Support resources.
Installation and Setup for Administrators
Use these guides to install ExtendSync, configure NetSuite, and provide users with access.
Complete ExtendSync Outlook for NetSuite Setup Guide
Complete the required NetSuite, Microsoft 365, and ExtendSync configuration.Deploy ExtendSync with Microsoft 365
Deploy the Outlook add-in to multiple users through Microsoft 365.Add New Users to ExtendSync Outlook
Add and license users after the initial implementation.Go-Live Checklist and End-User Guidelines
Prepare your organization for rollout and establish internal usage guidelines.Set Up Usage Metrics and Track Adoption
Use NetSuite saved searches, dashboards, and KPI metrics to monitor ExtendSync activity.
Enterprise and Optional Features
🏢 Autopilot for Emails
Choose the Right Autopilot Setup
Available with ExtendSync Enterprise Edition
Choose the Right Autopilot Setup for Your Organization
Compare Email Address-Based Autopilot, Thread-Based Autopilot, and Global Autopilot.
✉️ Send from Outlook
Available with Starter and Enterprise Editions
Admin: Set Up Send from Outlook
Complete the Microsoft consent, NetSuite permission, licensing, and connection requirements.
📅 Calendar Autopilot
Available as a standalone product or an add-on to ExtendSync Outlook
Enable Calendar Autopilot for ExtendSync Outlook
Configure real-time synchronization between Outlook Calendar and NetSuite.
📁 OneDrive, SharePoint, and ExtendDocs
CloudExtend Files Tab
Available with ExtendSync Enterprise Edition
Add or Remove the CloudExtend Files Tab
Deploy the Files tab to supported standard or custom NetSuite record types.
ExtendDocs
Requires an ExtendDocs subscription
Choose the Right ExtendDocs Setup for Your Organization
Compare manual file linking, automated folder creation, and attachment-sync options.
👩💻 End-User Resources
Getting Started with ExtendSync Outlook
Learn how to install, sign in, save emails, manage records, synchronize events, and work with files.ExtendSync Outlook Interface Guide
Review the buttons, sections, indicators, and common actions in the ExtendSync panel.Best Practices for ExtendSync Outlook
Review recommendations for rollout, email management, adoption, and file storage.Understand Shared Association Indicators
See whether you or another ExtendSync user has already saved an email.Create NetSuite Records from Outlook
Create supported NetSuite records without leaving Outlook.Understand Calendar Autopilot and Manual Sync
Learn when to use automatic synchronization and when to associate an event manually.Get Started with OneDrive and SharePoint
Connect Microsoft 365 and begin using the CloudExtend Files tab.
📱 Outlook Mobile
Available with ExtendSync Enterprise Edition
Save Outlook Emails to NetSuite from a Mobile Device
Use ExtendSync in the Outlook app for iOS or Android.
🎓 Self-Paced Training
Getting Started Guide for ExtendSync Outlook
Follow the Help Center guide while learning the application.CloudExtend Training Made Easy—Learn at Your Own Pace
Explore available CloudExtend University courses and training resources.
🧩 Miscellaneous
Submit and Vote for CloudExtend Feature Requests
Share product feedback through Celigo Connective.Whitelist the Celigo.com Domain
Help ensure that your organization receives CloudExtend Support emails.Check CloudExtend Service Status
Review current service availability and known incidents.
💬 Need Help?
Can’t find what you’re looking for? We’re here to help.
Search the ExtendSync Outlook Help Center.
Use the in-app messenger inside ExtendSync or in the bottom-right corner of the Help Center.
When contacting Support, include a description of the issue, the affected Outlook mailbox, the NetSuite record type, the complete error message, and screenshots when available.