With ExtendSync Outlook, you can create and save new Vendor records directly from your inbox — no need to switch to NetSuite.
ExtendSync adheres to the permissions defined in your NetSuite role. Your NetSuite Administrator must enable the Vendor 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 Vendor record
Look for the email address and click on the + sign then choose Vendor.
ExtendSync will attempt to identify key details from the email, such as:
First Name
Last Name
Email Address
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:
Company (If not marked as Individual or is Person)
Subsidiary (Mandatory for NetSuite One-World Users)
Step 3: Save the Vendor
Click Vendor to create the record in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created.
Common Errors and FAQs
🔵 Vendor 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 lead or scroll down to Entity and tick the Vendor.
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