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

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

Updated over a week ago

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:

  • 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.

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 One-Time tab and select the record where you want to save the email to.

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.

Save Attachments to OneDrive and SharePoint and see them in NetSuite

If you have previously associated a OneDrive or SharePoint file or folder with a NetSuite record simply save the attachment(s) from Outlook to the folder and it will appear in NetSuite automatically since the folder is associated with NetSuite. If you have enabled desktop sync it's even easier, save the attachment to your synced OneDrive or SharePoint folder on your desktop.

This will not take up NetSuite storage space!

🚨 Learn more about where file attachments are stored in NetSuite.

🚨 Learn more about how inline images and hosted images are handled.

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