Deploy CloudExtend Google Apps

Installing Celigo CloudExtend Google Apps

To install the CloudExtend bundle, click here.

If you are installing CloudExtend on to a Sandbox account, use this link instead.

To upgrade from Celigo Gmail Sync,

In NetSuite, go to Setup > Customization > Install Bundle > List and click the Update button next to the Celigo Gmail Sync for NetSuite bundle. On the Preview Bundle Update screen, click Update Bundle to complete the process.

TIP: Use the CloudExtend Installation Checklist to track your progress through the installation procedure.

Once installed, the CloudExtend bundle makes the following four components available on your Account. The components are not yet active. You can activate all or some of the the components by creating trial licenses as described in the Activating Components section. Where applicable, please make sure that you’ve gone through the key considerationswe’ve listed below and decide how well the components fit your business needs, before you chose to try out a specific component.

  • CloudExtend Gdocs
  • CloudExtend Google Calendar
  • CloudExtend Google Contacts (see key considerations)
NOTE: If you run in to problems installing from the above link, please see the Troubleshooting section.

Granting Custom Record Permissions

CloudExtend will create a Custom Record named Google Control Panel in your account. During the installation, CloudExtend will grant all standard roles with view permissions to this record. However, as the installation cannot update Custom Roles you may have created in your account, you will need to grant these permissions manually if any of the CloudExtend users are assigned those custom roles.

To do so, go to Setup > Users/Roles > Manage Roles

Select the Custom Role you wish to modify and click Edit.

On the Permissions sub tab, click on Custom Records. In the list of records, select Celigo Google Control panel, then  select View as the Level.

GCP_permissions

If you are using CloudExtend Gdocs component, grant the same permissions to the following Custom Records as well.

  • Celigo GoogleDoc
  • Celigo GoogleDoc Association

Default Subsidiary for OneWolrd Accounts

If you are using CloudExtend Google Contacts on a NetSuite OneWorld account, you need specify a subsidiary to be assigned to Contacts created in Google.
To do this, go to: Setup > Customization > Record Types
Locate the record labeled Celigo Google Control Panel and click on “List”.
Click Edit next to the listed record.
From the Google Contacts sub tab, select the Default Subsidiary for New Contact.
When importing new contacts from Google to NetSuite, CloudExtend will create those contacts under the default subsidiary. The setting has no impact on contacts that you create in NetSuite.

 

Next Step: Activating the Components

Updating the Bundle

When a new version is released, you may need to update the bundle to get the new features. To update your version, go to Setup > Customization > Install Bundle > List and click the Update button next to the Celgo CloudExtend Google Apps bundle. On the Preview Bundle Update screen, click Update Bundle to complete the process.