Create records inside your email interface. ExtendSync adheres to the permissions of your assigned NetSuite role. Your administrator must enable each record type for your role to allow you to create or update records.
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
Subsidiary (Mandatory for NetSuite One-World 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.
Step 1: To fix this, 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. Follow the steps outlined here.
🔵 Why are Custom fields not showing?
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.
Request permissions to your Netsuite admin to expose the fields. Once the permissions are added, adjust the form in Outlook. Check out troubleshooting guide here.
Note that at present this requires each ExtendSync user to make their own modifications.