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Managing NetSuite Records in Outlook
Manage Records: Create a new NetSuite Contact or Customer record and attach an email to it
Manage Records: Create a new NetSuite Contact or Customer record and attach an email to it

OLNS | CloudExtend Outlook will give you the option to create a contact or Customer & then attach the email to that newly created record

Updated over a week ago

This article assumes that users have full permissions enabled in NetSuite for the Contact record. If you want to prevent users from editing or creating records see this article.

See the GIF and the step by step instructions below:

Step 1: Click Suggest Related Records.

Step 2: CloudExtend will search NetSuite and give you an opportunity to create a new record by clicking the 3 dots and then choosing the record type to create. Note in certain cases a match will already exist and CloudExtend will give you an option of creating other record types with the same email. For example, if the contact already exists CloudExtend will allow you to create other record types (but not contacts).

Step 3: I want to create this email as a Contact so I choose Add as Contact.

Step 4: Enter all the relevant information and click Save.

NOTE: Make sure when you enter the company you hit ENTER after to ensure CloudExtend searches and associates the contact with the company.

Step 4: This will bring you back to the Attach Email to NetSuite Records screen where you now see that newly created contact under Matching Records. Check it off and click Save.

๐Ÿ’ก Note: You can also create NetSuite tasks (along with Contact and Customers) by going up to the + sign at the top of CloudExtend.


  • If you have required custom fields on your NetSuite record form NetSuite will return an error message and the record will not be saved. Refer to this article for more information.

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