ExtendSync for Outlook NetSuite allows individual users to create and edit certain NetSuite records such as Contacts, Customers, Leads, Prospects, Tasks, and Opportunities (the list is growing).

❗️Be sure to check the troubleshooting tips at the bottom of this article if you need more help, especially if you are getting permission errors.

By default, only standard fields are displayed therefore validation will fail if the user tries to save a record that has required custom fields. To avoid this, users should configure the fields to be entered and include the appropriate required fields.

Below is an example of a custom field on an opportunity record.

This article will show you how to do the following:

Follow these steps to display your custom fields in the ExtendSync record creation or edit form.

💡 Note: Your ability to add or edit records depends on your NetSuite role permissions.

📘 Learn about mandatory fields in ExtendSync

💡 Tip: Once configured, ExtendSync remembers your field layout for future sessions.

Custom forms are used in NetSuite to display specific sets of fields and enforce validation rules in the NetSuite UI. The NetSuite API does not allow ExtendSync users to simply select a form and then display the desired fields (users must follow the steps above to do this).

Users can however select a custom form that will be used to enforce validation rules. If you have custom fields that are tied to specific forms you must either set that as your default form OR expose the custom form field in ExtendSync and then select it. Once the proper form is selected the field permissions will be respected and you will be able to add values.

Step 1: Add the Custom Form field from the list of standard fields to your form.

Step 2: While editing or creating the record choose your desired custom form for validation.

This ensures NetSuite’s validation and permissions rules are enforced correctly.

If you don’t see all the fields you expect in ExtendSync, it’s likely related to your NetSuite role permissions.

Custom NetSuite roles often restrict visibility to custom fields unless explicitly granted access.

Try these steps:

To ensure ExtendSync users can view and manage custom fields, verify that their role has at least View permissions for the following objects.

Under Setup Tab

Custom Body Fields

Custom Column Fields

Custom Entity Fields

Custom Fields
Custom Item fields

Custom Lists
Custom Record Types

Customer Status (Optional, only when creating customer, prospect, or leads)

Custom Event Fields (optional, for support case custom fields)

​Under List Tab
Custom Record Entries
​

If permissions were recently updated or the app was just upgraded, cached data may cause field errors.

To fix this:

💡 This reloads the app and fetches updated field data from NetSuite.

You may also receive permission issues because the fields you added are not visible on the NetSuite form allocated for your role. As an example, some users may not use the Lead Source field in NetSuite.

While this is a standard NetSuite field not every organization uses it. If your default form in NetSuite does not have this field on it then you can hide it in Extendsync by unchecking it in configure fields.

Step 1: Remove the field with Permission Error.

Step 2: Click Configure Fields.

Step 3: Uncheck the name of the fields you don't want on your form.

Step 4: Click Update to save form settings.

Only the field types below are supported. ExtendSync does not yet support dependent fields, ie if you have locations or classes that are dependent on the value of the subsidiary selected you will see a permission error when trying to view these fields when creating a new record. A future update will address this issue.

If permissions and caching fixes don’t resolve your issue: