CloudExtend Files Tab(OneDrive and SharePoint Integration)
Associate OneDrive and SharePoint files and folders to NetSuite records
12 articles
Overview: About ExtendSync OneDrive for Business and SharePoint NetSuite IntegrationExtendSync Outlook | Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.
OneDrive and SharePoint Sync: CloudExtend Files Tab (Enterprise Only)ExtendSync Outlook | Know what CloudExtend files tab is all about
Admin Setup & Configuration
Admin setup & configuration for OneDrive and SharePoint Integration
Admin: Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite recordsExtendSync Outlook | How to add or remove CloudExtend Files Tab for OneDrive from NetSuite records
Admin: Bulk Upload OneDrive for Business and SharePoint file associationsExtendSync Outlook | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records
Admin: How to use the CloudExtend files tab for Inventory ItemExtendSync Outlook | Learn how to add CloudExtend files to Inventory Items
Admin: CloudExtend Files Tab Associations Saved SearchExtendSync Outlook | Learn how to create a saved search to show all records with linked documents through the CloudExtend Files tab
Admin: Hide the “CloudExtend Files" Tab for Specific NetSuite RolesExtendSync Outlook | Restrict CloudExtend Files tab by role
Getting Started Guide
How to use OneDrive and SharePoint Integration
End-User: Getting Started with OneDrive for Business and SharePointExtendSync Outlook | Learn how to use NetSuite OneDrive for Business and SharePoint integration
End-User: How to integrate OneDrive for Business, SharePoint, and NetSuiteExtendSync Outlook | How to add files to OneDrive for Business and SharePoint and associate them with NetSuite records, even from Outlook
FAQs
Frequently asked questions for OneDrive and SharePoint
Frequently Asked Questions for OneDrive and SharePoint SyncExtendSync Outlook | OneDrive and SharePoint FAQs
FAQ: OneDrive for Business and SharePoint files appear to be duplicated in the CloudExtend tabExtendSync Outlook | Learn more about how ExtendSync Outlook handles files and folders
FAQ: Record type list supported for OneDrive and SharePoint Integration (CloudExtend Files tab)ExtendSync Outlook | See the list of record types supported when using OneDrive and SharePoint Integration