1. Go to Setup > Customization > Install Bundle > List, and click Update next to Celigo CloudStorage File Browser.
2. On the next Preview Bundle Update screen, Select “Update and Preserve Data” option under the action column. Click Update Bundle to complete the process.

The following is required from the client (pre-install):

• Administrator credentials to the NetSuite account.
• AWS Access Key ID, and AWS Secret Access Key

Installing the Celigo CloudStorage File Browser Bundle:

To install the bundle for Celigo CloudStorage File Browser for NetSuite:

1. Log in to NetSuite using the Administrator role, and then go to Setup > Customization > Install Bundle.
2. On the Install Bundle screen, in the Location field, select Production Account.
3. In the Account ID field, enter TSTDRV181091, and click Search.

Click the Celigo CloudStorage File Browser link to open the Bundle Details page, and then click the Install button. On the Preview Install page, click Install Bundle to complete the bundle installation process. Once installation is in progress, you are redirected to the Installed Bundles page, where you can keep track of the installation progress. Once the bundle has been installed, the Install Status should change to Succeeded.

The following NetSuite actions are required from the client (post-install):

1. Go to Setup > Custom > Celigo CloudStorage Bundle Settings.
   You may need to logout, clear your browser cache, and log back in as Administrator to see this option.
2. Verify that you receive the message “CloudStorage bundle settings updated successfully.”

To set permissions for the Celigo CloudStorage File Browser:

1. Go to Setup > Customization > Scripts, and select Suitelet in the Type field. Click Deployments next to Celigo-AS3_NS Top Nav Builder. If the deployment record does not open automatically, click Edit next to the record. Click the Audience tab, select the roles that need access to the Celigo CloudStorage File Browser, and click Save.

   

2. Go to Documents > Files > File Cabinet > SuiteBundles > Bundle 9385, and download the crossdomain.xml file.
3. Connect to Amazon S3 using S3 Fox, a Firefox add-on. Create a new bucket, and upload the crossdomain.xml file. Make a note of the bucket name you create for later reference. The bucket name should NOT contain a period in the name and must be all lower case. For example, “NetSuite.Data” must be “netsuitedata” when naming the bucket.
4. In Amazon S3, right-click crossdomain.xml, and click Edit ACL to set Everyone Read permissions.
5. In NetSuite, go to Setup > Company > General Preferences, and click the Custom Preferences tab. In the AWS S3 Bucket Name field, enter the bucket name you created in step 3. Fill in the details for the AWS Access Key ID and AWS Secret Access Key fields, and provide a value for the Pre-Signed URL Expiration (seconds) field.
6. Go to Setup > Customization > Record Types, and set Full permission to the following record types:
   • Celigo Amazon S3 File
   • Celigo Amazon S3 Folder
   • Celigo AS3 File Associations
   • CeligoCloudStorageRecordType1
   • CeligoCloudStorageRecordType2

     Note: Roles that have access to the Celigo CloudStorage File Browser also need Full access to the above record types.

7. To enable the Amazon S3 Files subtab for record types go to Setup > Customization > Scripts, and select User Event in the Type field.Click Deployments next to the Celigo – AS3 – File SubTab Manager. Click Edit next to a record type to set the role permission for viewing S3 files on that type of record.

   

To change the name of a record grouping as it appears in the Celigo CloudStorage File Browser (NetSuite Record View pane):

1. Go to Setup > Customization > Record Types.
2. Click List next to CeligoCloudStorageRecordType1.

   

3. Click Edit next to a record group to give a custom name to the folders in the NetSuite Record View pane of the CloudStorage File Browser.

   
   

To change the record type name in the Celigo CloudStorage File Browser (NetSuite Record View Pane):

1. Go to Setup > Customization > Record Types.
2. Click List next to CeligoCloudStorageRecordType2.
3. Click Edit next to a record type to match a record name to renaming already used in the account at Setup > Company > Rename Records/Transactions.

   
   

The CloudStorage File Browser is the central location for all of your AS3-stored files in NetSuite. In the File Browser, you can do any of the following:

• Organize and view files in file system, similar to the NetSuite File Cabinet
• View which NetSuite records and transactions have files attached
• Attach, update, or remove files on records and transactions
• Drag and drop files to move them between folders in the file system
• Drag and drop files to attach or remove them from records and transactions
• Search for files by file type, the record type attached to, and more

To access the CloudStorage File Browser, go to Setup > Custom > Celigo CloudStorage File Browser.

To set preferences for the CloudStorage File Browser:

1. Click the Preferences button in the toolbar.
2. Check boxes to set the following preferences:
   • Check advanced checkbox on upload screen – Check this box to have the Advanced checkbox checked by default when you upload files.
   • Show confirmation after moving files – Check this box to confirm that a file has moved when you drag and drop files to a new location in the NetSuite Record View pane or the File System pane.
3. Click Submit.

You can also the use the Select Record Type filter at the bottom of the pane to only see a certain type of records and transactions, such as customers. Once you select a record type, you can use the Search field to find a specific file or record.

To attach a new file(s) to a record:

1. In the NetSuite Record View pane, select a record name or transaction number, and click the Add button. You can also right-click a record name and choose New File.
2. In the Upload to Amazon S3 popup, click the Add File(s) button, and select the file or files you want to add. Hold the CTRL key to select more than one file.
   The files you have selected are added to the queue.
3. To add files from a different location, click the Add File(s) button again.
4. Check the Available without login box at the top of the popup window to upload all files in the queue as available without login. Files available without login can be shared to anyone using the URL assigned to the file after upload.
   You can find a file’s URL by right-clicking the file after upload and selecting Properties.
5. Check the Advanced box in the popup to add editable columns for Name and Notes to store with the file.
6. Click Upload File(s) to upload all files in the queue. The popup window closes when the upload is complete.
   Note: If you close the window, your file upload may not complete.

To attach an already uploaded file(s) to a record:

1. Locate the record or transaction you want to attach a file to and expand the folder view so that the record is accessible.
2. In the File System pane or the File Browser pane, locate the file you wish to attach.
3. Select the file you want to attach. You can hold the CTRL key to select more than one file to attach.
4. Drag and drop the file(s) to the record or transaction.

To update a file:

1. Select the file you want to update to a newer version.
2. Click the Update button.You can also right-click the file and select Update.
3. In the Upload to Amazon S3 popup, click the Add File(s) button, and select the file you want to update.
4. The files you have selected are added to the queue.
5. Check the Available without login box at the top of the popup window to upload all files in the queue as available without login. Files available without login can be shared to anyone using the URL assigned to the file after upload.
   You can find a file’s URL by right-clicking the file after upload and selecting Properties.
6. Check the Advanced box in the popup to add editable columns for Name and Notes to store with the file.
7. Click Upload File(s) to update all files in the queue. The popup window closes when the upload is complete.
   Note: If you close the window, your file upload may not complete.

To remove a file(s) from a record or transaction:

1. Open the folder for the record or transaction you need to remove a file from.
2. Select the file you want to remove, and click the Remove button at the top of the File Browser. You can also right-click the file name, and choose Remove.
   Note: Removing a file from a record or transaction does not delete the file. If you stored the record in the File System or attached the file to other records or transactions, it remains in those locations.

To delete a file:

1. Select the file(s) you want to delete from all locations.
2. Click the Delete button. You can also right-click the file and select Delete.

To search all files by keyword:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the Search field at the top of the file browser, enter a keyword included in the file name.

The search results show as you type just below the Search field. Click a file name to download it.

Note: If you do not see the Search field, you may need to make the window larger or maximize the window.

To search for records or transactions with files attached:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the NetSuite Record View, check the box to Show only records with files.
3. In the Select Record Type dropdown, choose the type of record or transaction with files attached.
4. In the Search field, enter all or part of a record or transaction name.

The NetSuite Record View pane filters to show only those meeting your criteria. Click Clear Results to clear the search results and view all files.

To search for files attached to records or transactions:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the right side pane of the CloudStorage File Browser, choose a record or transaction type in the Record Types dropdown.

The File Browser filters to show only files attached to the type of record or transaction you select. Click Clear Results to clear the search results and view all files.

To search for files of a certain type:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the right side pane of the CloudStorage File Browser, choose a file type in the File Type dropdown.

The File Browser filters to show only files of the type you select. Click Clear Results to clear the search results and view all files.

The latest version of the connector, distributed over Magento Connect is in beta. If you wish to enroll in the beta program, please complete and submit the form below, and our sales team will get in touch with you.

1. Formal returns process in which the items must be RMA’d before a refund is issued
2. Direct refunds issued without a RMA, in case of goods lost in shipping or for the sale of non-inventory items

Handling Returns

The connector supports business flows where  return authorizations, restocking and refunding are processed in NetSuite.

When a Cash Refund / Credit Memo is issued for a Return Authorization, the Connector will create a corresponding Credit Memo in Magento. The Credit Memo in Magento is not explicitly linked to the RMA in NS; the RMA# is only included in the comments section of the Credit Memo.

If items are restocked, the inventory levels in Magento are automatically updated during the next inventory sync.

Issuing Refunds without a RMA

If the customer needs to be refunded directly without going through the RMA process, you may do so either from Magento or from NetSuite.

• If a customer is refunded by issuing a Credit Memo in Magento, the Connector will generate a  NetSuite Credit Memo or a Cash Refund based on whether the sale was a credit or cash sale.
• If a customer is refunded in NetSuite by issuing a Cash Refund for a Cash Sale or issuing a Credit Memo for an Invoice, the Connector will create a corresponding Credit Memo in Magento.

CloudExtend Gdocs

CloudExtend Gmail

CloudExtend Google Calendar

CloudExtend Google Contacts

Before you begin, please ensure that you have met the following prerequisites:

•  A fully activated Google Apps account
• Access to a Google Apps Administrator login through the duration of the installation
• Access to a NetSuite Administrator login through the duration of the installation