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Email Sync: How to Select Record and Save Emails with Attachments using CloudExtend Gmail
Email Sync: How to Select Record and Save Emails with Attachments using CloudExtend Gmail

Gmail | Learn how to select records and sync emails with file attachments

Updated this week

You can select the records you want to store the email to and if you want to include the attachment, click on the paper clip icon, and you can include the attachments you want to sync to NetSuite on the following scenarios:

πŸ‘‰ Learn more about attaching files through email messages here.


Based on Updates to this thread

Using Updates to this thread, you may want to use this to sync email to NetSuite record/s within the thread.

For this option, it will only allow you to sync the initial file/s that you have on the thread when you initiated the Updates to this thread Autopilot.

Step 1: Select Suggest Related Records and go to Autopilot.

Step 2: Select Updates to this thread.

Step 3: Choose what records you want to attach emails to. If you want to associate an email with a record/s that's not on the list, use the search box to look for the record.

Step 4: Click the clip icon at the top and select the files then Update Attachments.

Step 5: Once done, click Start Autopilot.

πŸ’‘ Note:

Autopilot does not include file attachments. This is by design based on feedback from customers who are concerned about using up their allotted NetSuite storage space. If you receive an email with attachments that you want to attach to NetSuite you can upload them manually, attach them via our OneDrive/SharePoint integration, or cancel Autopilot, forward the mail to yourself, attach the files, and then re-enable Autopilot.

One-Time Saving Method

With every email that you want to be saved in NetSuite, you have to manually save it every single time. When to use it:

  • You only want very important emails in NetSuite.

  • You are saving on transactions like Sales Orders or Invoices.

  • You typically do not have long email threads going on with your customers.

  • You are on the Group Edition and do not have a choice (Autopilot options are only available on the Enterprise Edition. Ask us about upgrading.)

Step 1: Switch to the One-Time tab and select the record where you want to save the email.

Step 2: If you also want to save this email to additional records that we did not pull back for you, use the search box to look for the record and attach the files.

Sync All Attachments

Sync Selected Attachment/s

To sync all file attachments, click the clip icon at the top and select the files then Update Attachments.

If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button.

Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name.

To select certain file attachments, click on the clip icon beside the record name you want to attach and click Update Attachments.

If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button.

Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name.

Once you click Update Attachments, an indicator will appear on the right-hand side of the record name you selected.

Save Attachments to Google Drive and see them in NetSuite

If you have an email with an attachment and you wish to store the attachment in Google Drive, follow the steps below:

Step 1: Hover the mouse to the file attachment of the email then click Add to Drive.

Step 2: Click Organize and choose where you want the file to be stored.

Step 3 (Optional): If the root folder is not attached yet to a record in NetSuite, open the NetSuite record and attach the folder to be associated.

This will not take up NetSuite storage space!

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