ExtendSync makes it easy for you to create records. Within the application, you can create records without leaving Gmail. A very handy functionality, which helps everyone with the create or edit permission to manage NetSuite records and keep data up to date!

Learn how to do the following within the application:

Additional Features! ✨

Supported record types to create and update within the ExtendSync application.

If the records you are looking for are not part of the list, turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.

There are two ways to create a record.

Step 1: Click the + sign and select the record you want to create a record

Step 2: Choose which record you would like to create.

ExtendSync will pull the minimal set of fields required to create a record based on your NetSuite settings. Mandatory fields will be included in the list, including custom fields if you have permission. Know more about mandatory fields on this link.

💡 Note: See the list of supported record types here. Your NetSuite roles need to have permission in NetSuite to be able to use this functionality.

Step 3: Fill in relevant information and hit Save.

With this option, we will also be able to pre-populate the contact record first name, last name, and email (if available).

Step 1: Click the + Icon next to the record.

Step 2: Select the record you want to create the email address. Click Configure field to add mandatory fields and other preferred fields you want to use.

Supported record types will be Contact, Customer, Lead, Prospect, and Vendor.

Step 3: Once the record is successfully created, the new record will be highlighted in orange and can be selected to associate email. If you want to view the newly created record, hover on the name and click the View in NetSuite link.

Records type not available in ExtendSync form? Turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.

Select the record you want and it will direct you to the NetSuite creation page form of that record. Reach out to your NetSuite admin if you are having issues with permissions.

and many more!

Few Standard mandatory fields that are required to create records are exposed in the ExtendSync form.

You can add and remove fields in the ExtendSync form, know the actions you can do inside ExtendSync here.

However, if your NetSuite you have a field in NetSuite that is not set up as mandatory in NetSuite, you can set it up in the ExtendSync app without the need for Netsuite admin.

🛑 For Lead and Prospect records, the Entity Status field is mandatory from our application. It is not advisable to remove this on the field setting as the user will get an error.

We are adding more features when creating records via the ExtendSync app.

This is in line with the field dependency validation. Click on the link of the field name in the message prompt to auto-scroll to the field to populate or review.

ExtendSync remembers the entries you entered in the form. If you are entering a value in the create form and then hit back and then return to the create form again, the entered values will remain in the form.