With ExtendSync Outlook, you can create and save new Contact records directly from your inbox — without switching to NetSuite.
ExtendSync follows the permissions set in your assigned NetSuite role. Your NetSuite Administrator must enable each record type you’re allowed to create or update.
Step 1: Open Outlook and Access ExtendSync
Launch Microsoft Outlook and ensure the ExtendSync add-in is installed and active.
Open an email that contains the contact information you want to save.
Click on the ExtendSync panel from the Outlook ribbon or Apps icon inside an email.
Web and Mac Users (Open an email)
Outlook Classic (Ribbon Bar)
Step 2: Create the Contact record
💡 Tip:
It's strongly recommended to have an existing parent record (Customer, Prospect, Lead, or Vendor) before creating a contact.
This ensures that the new contact can be properly linked to a parent record. If a parent record does not exist, follow this guide to create one before proceeding with the steps below.
If your organization can create a contact without a parent, that is perfectly fine.
Look for the email address and click on the + sign then choose Contact.
Select all the mandatory and preferred fields. To customize your form, click on the Configure field button to update the form layout.
ExtendSync will attempt to identify key details from the email, such as:
First Name
Last Name
Email Address
Enter values in all necessary fields, ensuring mandatory fields are completed, such as:
Company (parent record, if required)
Subsidiary (mandatory for OneWorld users)
Step 3: Save the Contact
Click Save to create the record in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created.
Common Errors and FAQ
🔵 Contact is not showing in the Quick add section
Quick add section is linked to the Configure Records filter.
To fix:
Step 1: Go to the Menu button > Settings> Configure Records Filter.
Step 2: Search for prospect or scroll down to Entity and tick the Contact.
Step 3: Click back and the setting will be saved.
🔵 Can a custom form be set when creating a record?
ExtendSync automatically uses the default form assigned to your record.
If your preferred form differs from the default, you can manually select it by adding the Custom Form field.
🔵 Why are Custom fields not showing?
By default, only standard NetSuite fields are displayed. If your record includes required custom fields, validation will fail unless those fields are added manually.
To fix:
Ask your NetSuite Admin to grant permission to view your custom fields.
Once permissions are updated, reload the ExtendSync add-in and add the fields using Configure Fields.
💡 Note: Each user must configure their own form layout in ExtendSync.
Need Help?
💬 Chat with us in-app or on support.cloudextend.io
✉️ Email: cloudextend-support@celigo.com