ExtendSync for Outlook uses Outlook’s Category feature to help you visually identify emails that have been synced to NetSuite, automatically tagging messages with one of three color-coded labels.
These categories allow users to easily see which emails were successfully synced, which are under Autopilot, and which encountered an error.
💡 Note:
ExtendSync will try to create these categories automatically, but success depends on your Outlook version and mailbox type.
We recommend that first-time users manually create the three categories listed below to ensure consistent behavior across devices.
Categories Used by ExtendSync
Category Name | When It’s Applied |
Synced by CloudExtend | Applied to every email successfully attached using the asynchronous attach method. |
CloudExtend Autopilot | Applied to every email that has Email Autopilot enabled. |
Before You Begin
Before manually creating categories:
If you’ve already saved or attached an email with ExtendSync, the app may have automatically created one or more of these categories for you.
Check whether the two categories already exist in your Master Category List:
✅ If the Category Exists
If you see the category listed without the text (not in Master Category List), no further action is needed for that label.
⚠️ If the Category Is Appended with “(not in Master Category List)”
This means the category exists but isn’t saved in your Outlook master list yet.
Follow this Microsoft Help article to add it to your master catalog.
💻 Special Note for Mac Users
Outlook for Mac sometimes displays transparent category colors, making it hard to identify tagged emails at a glance.
Mac users should still manually create each category following the steps below to assign visible colors and ensure categories apply consistently.
Creating Categories Manually
Now that you've determined your categories don't exist it's time to create them manually. Watch the short video or follow the steps below.:
Step 1: Click categories (located in your ribbon bar).
Step 2: Click New.
Step 3: Enter Synced by CloudExtend. This is case-sensitive so please consider just copying and pasting.
Step 4: Assign a color and then click OK to save.
Step 5: Repeat this step for each of the 3 categories not yet created (Synced by CloudExtend, CloudExtend Autopilot)
The process on a Mac is very similar.