Depending on your workflow, you can save emails to NetSuite in two ways:
One-Time Save (Associate Email) — for manual, single-email saves
Autopilot for Emails (Enterprise only) — for automatic syncing of future messages
One-Time Save (Associate Email)
This will save the email once to NetSuite.
If someone responds to the thread, you need to go back and manually save the reply.
How It Works
Open an email in Outlook.
Launch ExtendSync and choose One-Time Save (Associate Email).
Select the record(s) you want to attach the email to.
Click Associate Email.
💡 Notes:
Attached files will be stored in the NetSuite File Cabinet.
You can customize how file attachments and inline images are stored.
📘 Learn how to customize file attachment settings
Autopilot for Emails (Enterprise Users Only)
Autopilot saves time by automatically syncing emails related to specific threads or contacts — no manual saving required.
By default:
Attachments are included only in the first email of the thread.
Files are stored in the NetSuite File Cabinet.
💡 Pro Tip:
Enterprise users can reduce NetSuite storage usage by uploading files via Google Drive instead.
📘 Learn about Google Drive integration
Autopilot Save Methods
Two Autopilot Saved Methods:
Method | Description | Best For |
Automatically syncs all emails to/from a specific address to a NetSuite record. | Ongoing communication with the same contact or entity. | |
Automatically syncs all replies in a single email thread. | Specific conversations tied to one transaction. |
Email Address-Based Autopilot (Based on To/From/CC)
When you receive an email, monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks!✨
💡 Limitation:
Email Address–based Autopilot works only in the Primary Inbox and Sent Items folders.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select To/From/CC.
Step 3: Select the email address you want to link to the record.
Step 4: Under Auto Associate To, select one or more NetSuite records.
Use the search box to find additional records
📘 Optimize your record search here
Step 5: Then, click Start Email Autopilot.
Example:
When elise.gonzales@cloudextend.io emails you:
Once it’s set up, ExtendSync keeps everything in sync — set it once and forget it!
Every incoming email from Elise will automatically sync to the assigned NetSuite record.
Any new emails you send to Elise will also be saved automatically.
Set it once and forget it. That’s it! ✨
Thread-Based Autopilot (Based on Updates to this thread)
Use this method to sync only the current conversation thread (and its replies) to NetSuite.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select Updates to this thread.
Step 3: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.
Use the search box to find additional records
📘 Optimize your record search here
Step 4: Once done, click Start Thread Autopilot.
Save Emails with Attachments or Inline Images
Both One-Time Save and Autopilot support syncing attachments and inline images to NetSuite.
When saving an email:
Select the NetSuite records you want to store the email to.
If you want to include attachments, click the 📎 paperclip icon before saving.