ExtendSync stores Google Drive file and folder associations in NetSuite using a custom record called Celigo Google Doc.
By creating a saved search on this record, you can easily report on:
Which Google Drive files or folders are linked to NetSuite records
What records they’re attached to
File ownership and visibility across your organization
This is useful for audits, clean-up, governance, and adoption tracking.
Prerequisites
Before creating the saved search, make sure:
You have NetSuite Administrator or Saved Search permissions
ExtendSync Google Drive integration is enabled
Google Drive files or folders have already been attached to NetSuite records
Create the Saved Search
Follow the steps below to build a report showing Google Drive associations.
Step 1: Create a New Saved Search
In NetSuite, go to:
Reports → Saved Searches → All Saved Searches → NewWhen prompted to select a search type, choose Custom Record.
Step 2: Select the Celigo Google Doc Record
From the list of custom records, find and click:
Celigo Google Doc
This record stores the relationship between NetSuite records and Google Drive files or folders.
Step 3: Configure Criteria (Optional but Recommended)
Use Criteria to narrow your results. Common examples include:
Attached Record Type = Customer, Opportunity, Case, etc.
Attached Record Internal ID = Specific record(s)
Created Date = Last 30 / 60 / 90 days
Owner = Specific user
💡 Tip: Start without criteria to see all associations, then refine as needed.
Step 4: Add Results Columns
In the Results tab, add fields such as:
Google Drive File Name
Google Drive File URL
NetSuite Record Type
NetSuite Record Name / ID
Folder vs File indicator
Created Date
Created By
This gives you a clear inventory of what’s linked and where.
Step 5: Save and Run the Search
Click Save.
Give the search a clear name, such as:
“Google Drive Files Linked to NetSuite Records”Run the search to view results.
Need Help?
If you don’t see the Celigo Google Doc record or your search returns no results:
Confirm Google Drive files have been attached via ExtendSync
Verify role permissions for Custom Records
Search support.cloudextend.io
Chat with Support or email cloudextend-support@celigo.com
We’re happy to help you get full visibility into your Google Drive integrations with NetSuite.
