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Google Drive: Bulk upload your Google Drive files and folders to ExtendSync Google Drive tab

ExtendSync Google | Admin guide to bulk-associate Google Drive files with NetSuite records

Updated yesterday

⚠️ WARNING - This article is intended for NetSuite Admins to help understand how to bulk import Google Drive files and associate them with NetSuite records. It is not meant to replace the everyday interaction users have within the NetSuite and ExtendSync UI.


Prerequisites for Google Drive Integration

Before bulk uploading, confirm:

  • NetSuite employee email matches Google Workspace email

  • Users have a valid Google Drive license

  • Google Drive integration is enabled in ExtendSync

  • CloudExtend bundle is installed

If emails don’t match, Drive integration will fail.


When Should You Use Bulk Upload?

Bulk upload is useful when:

  • You already have a large volume of files in Google Drive

  • You’re onboarding ExtendSync for the first time

  • You want historical files to appear in NetSuite

  • You need to associate existing Drive folders with customers, opportunities, or cases

For everyday file management, users should continue using the Google Drive tab and Gmail integration.


Example Walkthrough

See this video or follow instructions below to get started.


How Bulk Upload Works

Bulk upload uses two ExtendSync custom records that are installed automatically with the CloudExtend bundle:

  1. Celigo Google Doc

    • This record is populated with data specific to the files you will be uploading. Once this data is entered into NetSuite you will 'associate' these files with NetSuite records.

  2. Celigo Google Doc Associations

    • This record is used to associate the files uploaded into the Celigo Google Doc custom record with the desired NetSuite records.


Custom Records Used

Celigo Google Doc

Stores metadata about Google Drive files and folders.

Each row represents one file or folder from Google Drive.

Common Fields

Field Name

Description

Resource ID

The unique name of the file as it exists in Google Drive. This is typically an element of the URL. (See italics below)

Example
https://docs.google.com/spreadsheets/d/1fXA6FqQtfjdYwIjcgvHYz7q8lqCMF_vHqCFTWA__spc/edit#gid=30036372

Title

This is the name of the document that will be displayed once uploaded to NetSuite. While not required, most users will want to use the name of the Google Doc.

Size(Bytes)

Can be left blank for initial upsert

Type

Type is used only to display the logo (sheet, doc, etc.) and is not a required field. A list of valid MIME types from Google can be found here.

MIME Type Examples

  • application/vnd.google-apps.document (Google Docs)

  • application/vnd.google-apps.spreadsheet (Google Sheets)

  • application/vnd.google-apps.presentation (Google Slides)

  • application/pdf (PDF)

Owner

Email address of the Drive file owner

Kind

This will always be set to 'file' or 'folder' (no quotes).

Owner Name

Formula-based field combining owner + Drive URL

See the sample formula below but you may need to be modify based on the columns your data is in.
=K2&"###https://drive.google.com/"&J2&"/d/"&B2

where


K2 =The name of the document owner (ie "Joe Smith" without quotes)
J2 = Kind (file or folder)
B2 =The Google File ID (Resource ID)

Is Deleted

Not applicable for uploads

Celigo Google Doc Associations

Links Google Drive files (from Celigo Google Doc) to specific NetSuite records.

Each row represents one association between:

  • A Google Drive file/folder

  • A NetSuite record (Customer, Opportunity, Case, etc.)

Common Fields

Field Name

Description

Google Doc

The NetSuite internal ID of the document that was uploaded to the Celigo Google Doc custom record.

NS Record Type

The name of the NetSuite Record type, ie customer, vendor, contact, etc.

NS Record ID

The internal ID of the NetSuite record to associate the document with. For example, if the record type was customer enter the internalID of the customer record to associate it with.

💡 One file can be associated with multiple NetSuite records by creating multiple association rows.


How to export your data from Google

⚠️ Reminder:

As with any third-party site use caution when reviewing the contents as data may have changed since we last pointed to it.

This article in Stack Overflow includes a sample script that takes a folder ID as input and returns all the file names and file IDs into a Google Sheet. This can be used to begin creating the Celigo Google Doc record.


Need Help?

Bulk uploads are powerful but technical. If you need assistance:

Include:

  • Sample spreadsheet

  • Record type examples

  • Screenshots of errors (if any)

We’re happy to help you bulk-associate Google Drive content safely and correctly with ExtendSync for Google NetSuite.

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