ExtendSync - NetSuite Edition

Email and Calendar Integration between NetSuite and Outlook with NetSuite Record Create/View Capabilities

ExtendSync connects email, calendar, and files directly to NetSuite. Teams can work where they already are—their inboxes—while keeping NetSuite fully up to date. No more copying and pasting emails or switching between systems. Just complete, accurate customer activity captured automatically.

ExtendSync ensures you don’t miss important email, event, or contact updates. Create new contact records or search and edit existing ones all without leaving Outlook. Automatically sync email by contact or thread using Email Autopilot, or set up Global Autopilot to automatically sync every to/from email in specified inboxes.

No more manually adding emails and calendar events: Give teams instant visibility into important communications, documents, and connections with a solution that can be configured within 30 minutes or less.

MAKE NETSUITE THE SINGLE SOURCE OF TRUTH:

ExtendSync automates the process of adding emails, calendar events, and file attachments to the CRM. Users no longer have to spend their valuable time adding these manually.

EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE:

ExtendSync allows your business to increase the value of applications you already own, namely Microsoft 365.

REDUCE MANUAL EFFORT / INCREASE AUTOMATION:

Eliminate time-consuming, repetitive tasks required to add emails and files ot NetSuite. With Autopilot, entire email chains can be automatically added to NetSuite based on a thread or a particular contact. Or, admin-enabled Global Autopilot can designate continuous background syncing of all to/from emails for specific users or inboxes.

STAY SECURE:

ExtendSync is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected

Key Features:

• Create and edit NetSuite records directly from your inbox.
• Say goodbye to silos with one-click addition of emails, attachments, and events to 20+ NetSuite record types, including custom records.
• Reduce storage costs by leveraging Microsoft OneDrive and SharePoint in NetSuite by associating files and folders with NetSuite records.
• Using Email Autopilot, attach an email thread to NetSuite once and ensure that the entire conversation is visible in NetSuite without any user action required. Or attach automatically based on a particular sender or recipient email address.
• Admin-enabled Global Autopilot can designate continuous background syncing of all to/from emails for specific users or inboxes
• Compose emails in NetSuite using templates and send from either individual or shared Outlook inboxes
• Eliminate duplicate emails (ExtendSync alerts you if an email is already attached by you or a colleague)

Prerequisites:

Valid NetSuite Production Account and active Microsoft 365 subscription.

Enable Web Services permissions for all roles selected for CloudExtend.

Log in to CloudExtend with Microsoft 365 credentials.

Compatible with both Windows and Mac.