There are several ways to add files to OneDrive for Business and associate them with NetSuite records.
👉 Know the prerequisites and who can use the OneDrive and Sharepoint sync here.
See how the OneDrive and Sharepoint Integration works!
Ways to Store Files or Folder to CloudExtend files tab and Attach them to NetSuite Records
Get started by opening the CloudExtend files tab from any NetSuite record it's deployed on and click Get Started to log into your Microsoft 365 account. Share this article with your NetSuite Admin if you don't see the CloudExtend files tab on your record.
Associate existing OneDrive or SharePoint files/folders with NetSuite
If you have files or folders that already exist in OneDrive you can associate them with NetSuite records by clicking on Attach from OneDrive which will invoke the OneDrive for Business window. Select the desired file(s) or folder(s) and click open and the files/folders will now appear on your NetSuite record.
Attach files from your local computer to OneDrive or SharePoint (and see them in NetSuite)
Select upload to OneDrive and attach. From here you can choose to browse your local computer for the files to attach or you can just drag your files onto the target. After you've added your files the Microsoft file picker will open asking where on OneDrive or SharePoint you wish to store the files.
Use the Search Bar
Type in the document name or keyword of the file you want to attach from your OneDrive or SharePoint.
Save file attachments from Outlook directly to OneDrive or SharePoint and see them in NetSuite
See this in action at the 0:30 mark of the video at the top of this article.
If you have previously associated a OneDrive or SharePoint file or folder with a NetSuite record simply save the attachment(s) from Outlook to the folder and it will appear in NetSuite automatically since the folder is associated with NetSuite. If you have enabled desktop sync it's even easier, save the attachment to your synced OneDrive or SharePoint folder on your desktop.
Attached vs Associated Folder or Files
ExtendSync differentiates between files and folders that are attached vs those that are associated with NetSuite records.
Attached
You use ExtendSync to Attach a file or folder to a NetSuite record, When attached, CloudExtend will show these files and folders at the root level of the ExtendSync files tab.
Attached items are also shown with a pin icon, signifying that the files and folders are effectively pinned to the NetSuite record. Even if you move these files to a different location in OneDrive or SharePoint at a later time, they remain attached to the record.
Associated Items
Sub folders and files under attached folders, are said to be only Associated with the NetSuite record. These files and sub-folders are only associated with the record as long as they remain under the attached folder. If you move a file/folder out of the attached folder in OneDrive or SharePoint you will find that the item is no longer associated with the record in ExtendSync. This characteristic is indicated by the lack of a pin icon on the item.
Mixing Attached and Associated Items
If you have attached items inside of an attached folder then they will also be treated as pinned and such items would appear both at the root as well as under the folder.
