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Calendar Sync: Manually Saving Outlook Calendar events to NetSuite records

ExtendSync Outlook | Learn how to attach Outlook Calendar events to NetSuite records

Updated today

You can manually attach your Outlook Calendar events to NetSuite records using ExtendSync for Outlook.

This feature is for users on a Starter or Enterprise plan who have not enabled the Calendar Autopilot add-on.


Before You Begin

πŸ“˜ Important:
Review the Calendar Sync Prerequisites and Troubleshooting Guide before proceeding to confirm your role permissions and employee settings.

πŸŽ₯ Watch the video below or follow the steps to learn how to attach calendar events to NetSuite manually.


How to Manually Attach Calendar Events to NetSuite

Step 1 – Create Your Event

Create your calendar event in Outlook as you normally would.
Once the event is sent:

  • Open the event in Outlook and click the ExtendSync icon on the calendar ribbon bar, or

  • Reopen the event and click ExtendSync from the menu.

Step 2 – Find the NetSuite Record(s)

When ExtendSync launches, choose how to find the record(s) you want to attach your event to:

  • Suggest Related Records β€” Automatically fetches and lists relevant records based on your invitees.

  • Search for Records β€” Manually search using the search box.

Step 3 – Associate the Event

Select one or more records by checking the box next to each, then click Associate Event.
ExtendSync will begin linking your event to the chosen NetSuite record(s).

⚠️ Important Reminder

If your event includes multiple attendees, you only need to attach it once β€” to a single NetSuite record.

  • The event will automatically appear under that record and under any employee or contact attendees who exist in NetSuite.

  • Attaching the same event to every attendee will create duplicate events in NetSuite.

πŸ’‘ Best Practice: Always attach to one record only to keep your NetSuite activity timeline clean and accurate.

Let’s say your event attendees are:

Because all three attendees belong to the same company Big 5 Auto Group, it’s best to attach the event to the Company record rather than to each individual contact.

πŸ’‘ Why:
When you save the event to the Company record, it will automatically appear under Big 5 Auto Group in NetSuite, and it will also be visible on the Contact records for Astrid, Levi, and Aurora (as long as they exist in NetSuite and are linked to the company).

This keeps your NetSuite activity organized and prevents duplicate events across multiple contact records.


View Calendar Events in NetSuite

After saving the event in Outlook and want to view the details in NetSuite, you have two options to view event details

Record Level View

Step 1: Click the three dots and select View in NetSuite.

Step 2: Go to Communications > Activities tab

Calendar Portlet

Add calendar portlet to your NetSuite dashboard, calendar events saved from Outlook via ExtendSync will also show on your own NetSuite calendar.

A few important points to note

  • All events are saved under Communication β†’ Activities in NetSuite.

  • If your event form has required custom fields, NetSuite will display an error and prevent the save. πŸ“˜ See how to handle required fields

  • If any of the attendees from the Outlook event are not entities in NetSuite, those attendees will be skipped and will not appear as attendees in the event created in NetSuite.

  • Edits to an already attached Outlook event do not resync to NetSuite.

  • To attach an event to a contact who isn’t invited, that contact must be linked to a company. The event will then appear under both records.


Review your NetSuite calendar preferences

Event Visibility Settings

To let others see your event names (instead of just β€œBusy”):

  1. Go to Home β†’ Set Preferences β†’ Activities tab.

  2. Set Default Event Access to your preferred visibility.
    ExtendSync will use this default for all created events.

Check Timezone Settings

  • If you are trying to attach an event for the first time, you will be asked to select your NetSuite user time zone.

πŸ’‘ Note:

The time zone selected here must match the NetSuite user's time zone. Selecting the wrong timezone may lead to a mismatch in event schedules between Outlook and NetSuite.

To set your Calendar Time Zone:

  1. Go to Home > Set Preferences.

  2. On the General subtab, in the Time Zone field, select your time zone

  3. Click Save.


Calendar Autopilot (Starter and Enterprise Edition)

Tired of manual saves? Upgrade to Calendar Autopilot for real-time syncing!

With Autopilot enabled:

  • Events created in Outlook sync automatically with NetSuite.

  • No manual selection or duplicate events.

  • All updates appear instantly.

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