ExtendSync for Outlook + NetSuite (Enterprise Edition) allows you to associate existing OneDrive for Business or SharePoint files and folders with NetSuite records — in bulk.
This guide explains how administrators can import file associations using NetSuite’s Celigo CloudExtend File System custom record.
Bulk upload your OneDrive for Business files and folders to NetSuite
New ExtendSync users may desire to integrate files that already exist in their OneDrive for Business account with existing NetSuite records.
ExtendSync does not store files per se. Instead, ExtendSync uses a custom record in NetSuite to store data about the files including a link to the record in Microsoft OneDrive/Sharepoint.
In order to add the files to NetSuite Admins will need to add data to the custom record that is pre-installed as part of the ExtendSync Outlook bundle).
Understand the Celigo CloudExtend File System Record
This custom record is pre-installed as part of the ExtendSync Outlook bundle. It contains the fields used to link OneDrive/SharePoint files to NetSuite records.
Field Names
Field Name | Description | Required? |
Associated Record Type | The NetSuite record type where the file will be associated (e.g., Customer, Contact, Opportunity). | ✅ |
Associated Record ID | The internal ID of the NetSuite record you want to link the file to. | ✅ |
File Size | File size (optional). Can be left empty. | ❌ |
File Web URL | The full URL of the OneDrive or SharePoint file to associate with the NetSuite record | ✅ |
File Name | The name of the file as it appears in OneDrive or SharePoint. | ✅ |
MIME Type | Identifies file type (e.g., Excel, Word). Optional, used to display file icons. Example: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet is used to indicate an Excel log. | ❌ |
Created Date | The date the record association is created. Typically, the current date. | ✅ |
Associated User Email | The email address of the NetSuite user creating the record. | ✅ |
Associated User Display Name | The name of the user creating the association. | ✅ |
Storage Provider Info | Required when linking folders. Can be left empty for files. Value can be obtained from a developer using Microsoft Graph API. ➡️ See this article from Microsoft for more info. | ⚠️ Only for folders |
Storage Provider ID | Required when linking folders. Can be left empty for files. Value can be obtained from a developer using Microsoft Graph API. ➡️ See this article from Microsoft for more info. | ⚠️ Only for folders |
Is Folder | Set to TRUE for folders, FALSE for files. | ✅ |
Associated Date | Date of the file association (typically the current date). | ✅ |
Upload Process
You can upload file associations in bulk via either of the following methods:
CSV Upload (using NetSuite Import Assistant)
ExtendInsights for Data Management NetSuite
Option 1: CSV Import
Create a CSV template for the custom record Celigo CloudExtend File System Record.
Include all fields listed in the table above.
Enter values for each record you want to associate.
In NetSuite, go to Setup → Import/Export → Import CSV Records.
Choose Custom Records → Celigo CloudExtend File System Record.
Upload your completed CSV file.
Validate and submit your import.
Option 2: ExtendInsights for Data Management NetSuite
In a black worksheet, open ExtendInsights app.
Create a template for the Celigo CloudExtend File System Record.
Select all fields from the table above.
Enter your data directly in Excel (include file URLs, associated record IDs, etc.).
Click Upload to NetSuite to create the associations.
Once completed, verify that your file records appear in NetSuite.
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