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