With ExtendSync Outlook, you can create and save new Partner records directly from your inbox, no need to leave Outlook.
ExtendSync respects the permissions of your assigned NetSuite role, so your 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 Partner record
Click the + sign at the top right corner of ExtendSync, then select Partner.
Click Configure Fields to add mandatory and optional fields as needed..
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 Partner
Click Partner to create record in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created.
Common Errors and FAQs
🔵 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?
Before contacting Support, try searching in:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com