Installation Prerequisites
In order to move forward with setting up CloudExtend Gmail, the following prerequisites must be in place:
- A Google Apps™ Administrator login with access to the Google Apps Dashboard
- A willingness to create custom roles within NetSuite with Open ID Single Sign-on permissions granted to replace all standard roles to be used with CloudExtend Gmail (NetSuite requirement)
Installing CloudExtend Gmail
Step #1 – Preparing for the installation
Before you can begin the installation, you must first log out of NetSuite and Google Apps and restart your browser.
Step #2 – Setup CloudExtend Gmail from the Google Apps Marketplace
- Log in to Google Apps as an Administrator.
- Install CloudExtend Google Apps from Google Apps Marketplace. Alternatively, you may search for Celigo CloudExtend Google Apps for NetSuite from the Google Apps Marketplace.
- Click the Add it now button, provide your Google Apps credentials then click Sign In.
- On the Agree to terms page, click Terms of Service to view the terms of service for Gmail Sync for NetSuite, then click the I agree. Continue. button.
- On the Setup page, read the items that Gmail Sync for NetSuite requires access to and click the Grant data access button.
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 Celigo CloudExtend Google Apps bundle. On the Preview Bundle Update screen, click Update Bundle to complete the process.
