Email Sync: Learn how to Attach Emails to NetSuite

Outlook NextGen | Sync email once or turn on the Email AutoPilot

Updated over a week ago

Depending on your preference, you will be able to sync in two ways:


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.


Email Autopilot (Enterprise Users Only)

๐Ÿ’ก Note:

  • For Autopilot, attachments are only included in the first email, not in subsequent ones. The file/s will be stored in the NetSuite file cabinet.

  • To save NetSuite storage, Enterprise users can manually upload and attach files using OneDrive/SharePoint integration.

  • We are developing a feature to allow attachments in future emails, available in an upcoming release.

Two Autopilot Saved Methods:

While both options allow you to sync emails to NetSuite in less clicks the first option will be an email address-based sync and the other is thread-based.


Email Address-Based Autopilot (Based on To/From/CC)

When you receive an email, you will now be able to 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!โœจ

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

Step 2: Select To/From/CC.

Step 3: Select the email address where the Autopilot to enabled.

Step 4: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.

๐Ÿ’ก Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.

Step 5: Once done, click Start Email Autopilot.

In the example above, astrid.murray@puzzlehuddle.comx sends an email. Since Email Address Autopilot is enabled:

Set it once and forget it. Thatโ€™s it! โœจ

Thread-Based Autopilot (Based on Updates to this thread)

Another option is using Updates to this thread, this will only sync emails to NetSuite record/s within the email thread.

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.

๐Ÿ’ก Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.

Step 4: Once done, click Start Thread Autopilot.

๐Ÿ‘‰ Check out this link to learn how to save emails with attachments to NetSuite.

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