With ExtendSync for Outlook, you can create new Opportunity records directly from your inbox — without leaving Outlook.
ExtendSync adheres to your assigned NetSuite role permissions, so your administrator must enable Opportunity record creation for your role before you can use this feature.
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 Opportunity record
🛑 Read:
Only the header-level details can be populated using the ExtendSync form for opporunity record. Line items must be completed in NetSuite.
Click the + sign at the top right corner of ExtendSync then select Opportunity.
Select all the mandatory and preferred fields. To customize your form, click on the Configure field button to update the form layout. Click here to learn more about customizing form.
Enter values in all necessary fields, ensuring mandatory fields are completed, such as:
Entity (Customer, Prospect, or Lead)
Entity Status
Probability
Title
Subsidiary (required for NetSuite OneWorld users)
Step 3: Save the Opportunity
Click Save to create the Opportunity in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created. Select View in NetSuite to open the Opportunity.
Common Errors and FAQ
🔵 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