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CloudExtend: Integrate Your Inbox with NetSuite

by Celigo Inc.

(4 ratings)

Relate your Emails, Calendar Events from Outlook to NetSuite. Create and View NetSuite records

Celigo CloudExtend Outlook for NetSuite enables you to relate your important Email communications from Outlook to NetSuite records thereby reducing manual effort in keeping both systems in sync.

Key Features :

  • Attach mails from Outlook to NetSuite Records while viewing/composing an email.
  • Attach calendar events from Outlook to NetSuite Records.
  • Automatically fetches the NetSuite contact records based on sender/recipient Email Ids.
  • Search and view NetSuite records in Outlook Mailbox.
  • Create net new NetSuite records directly from Outlook inbox.
  • Works Outlook on Mac, Windows, iOS & Android.
  • Secure and respects your NetSuite roles

Prerequisites:

Following are the minimum requirements for CloudExtend Add-in to work with your NetSuite data from Outlook

  • You should have access to valid NetSuite Production Account
  • Role selected in the CloudExtend Add-in should have the Web Services permissions enabled
  • Selected role should have permissions to View/Create/Update NetSuite records via Web Services
  • Users will be required to login into Add-in using their NetSuite Production Account credentials

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App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.

At a glance

https://sellerdashboardcdn.azureedge.net/marketing/Partner_21474844564/Product_42949681159/Asset_44fb9aa2-732b-42a1-a4a9-59846f870ca9/SearchViewCreateRecords.jpg
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https://sellerdashboardcdn.azureedge.net/marketing/Partner_21474844564/Product_42949681159/Asset_44fb9aa2-732b-42a1-a4a9-59846f870ca9/SearchViewCreateRecords.jpg
https://sellerdashboardcdn.azureedge.net/marketing/Partner_21474844564/Product_42949681159/Asset_9d20daae-6918-4378-b5cc-01e625c035dd/CreateViewConfigure.jpg