For organizations that have ExtendSync for Outlook NetSuite
Prerequisites
The admin assigned to login to subscriptions.cloudextend.io
A user with NetSuite admin rights
User ExtendSync License
Review Outlook add-in requirement
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
⚙️ 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)
These steps must be completed before anyone can start using ExtendSync.
Step | Who Performs It | Desciption |
1. Review Outlook add-in requirements | Microsoft 365 Admin | Confirm supported Outlook clients and configurations (see section above). |
2. Complete NetSuite prerequisites | NetSuite Admin | Verify required roles and permissions. |
3. Manage licenses in the CloudExtend Portal | Portal Admin | Assign licenses to users in subscriptions.cloudextend.io.
|
4. Enable Autopilot for Emails (Enterprise Only) | Portal Admin | Enable Autopilot for Emails |
6. Install ExtendSync Outlook Add-in | End Users | Install the Outlook add-in, sign in with Microsoft 365, and connect to NetSuite. |
💡 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 admin can be enabled for organization depending on the ExtendSync Outlook edition your organization is subscribed to.
Feature | Edition | Description |
Send from Outlook | Starter or Enteprise | ExtendSync allows users to send emails directly from NetSuite’s interface. |
Attachment Autopilot | Enterprise | Automatically store email attachments in the NetSuite File Cabinet. |
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. |
Sync Email Attachments to SharePoint | Requires ExtendSync + ExtendDocs subscription | Automatically sync email attachments directly to OneDrive or SharePoint. |
Auto-Create Folder
| ExtendDocs subscription required | Auto-creates a OneDrive or Sharepoint folder when a new record is viewed or created in NetSuite. |
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:
Share core resources:
Schedule a live training session (45 minutes) with our Training Manager and your user group.
👉 Book your training session hereShare our End-user training video for quick, self-paced learning.
🎥 Watch the training video (Take the courses for ExtendSync Outlook)
Need help?
Please try searching for your issue at https://support.cloudextend.io/extendsync-outlook. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
If you still need assistance:
Chat with us — Use the in-app messaging (bottom-right of our support site or from the app).
Please include:
What you were trying to do and where it failed
User email(s) affected and their NetSuite role(s)
Screenshots and any error messages (if applicable)