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FAQ: Workaround for adding phone numbers when saving Contacts

ExtendSync Outlook | Learn how to skip the validation process in saving phone numbers outside the required format

Updated yesterday

When updating a Contact record directly in NetSuite, almost any phone number format is accepted.
However, when updating a Contact via SOAP Web Services (as ExtendSync does), NetSuite enforces stricter phone number validation rules, which can sometimes cause updates to fail if the format doesn’t match NetSuite’s accepted patterns.

This article outlines:

  • The phone number formats NetSuite accepts, and

  • A workaround that allows you to bypass validation using custom fields and a NetSuite workflow.


Validation Behavior in NetSuite

When ExtendSync adds or updates a Contact record, it applies validation rules consistent with NetSuite’s SOAP Web Services.

Field

Validation Rule

Main Phone

No validation required (NetSuite does not enforce any format)

Mobile

Must match one of the following formats:
999-999-9999
1-999-999-9999
(999) 999-9999
1(999) 999-9999
999-999-9999 ext 9999

Home Phone

Same validation as Mobile

Office Phone

Same validation as Mobile

If your desired phone number format doesn’t match these rules, NetSuite may reject the update.


Workaround: Skip Validation Using Custom Fields and Workflow

The following steps show how to bypass NetSuite’s SOAP validation for phone fields while ensuring your data is still saved correctly.

You’ll create custom fields to store phone numbers and a workflow to copy those values into the native fields automatically when a record is saved.

Step 1: NetSuite Prerequisites

Permission Settings

Permissions are set to FULL for the following fields for the user role:

  • Custom Entity Fields

  • Custom Entry Forms

  • Custom Fields

Step 2: Create Custom Fields

Step 1: In NetSuite, go to Customization> Lists, Records & Fields> Entity Fields and create the 3 fields below (or just the one you need).

  • Home Phone (Custom)

  • Mobile Phone (Custom)

  • Office Phone (Custom)

Step 2: To validate if the new custom fields exist in the Contact form. Go to List> Relationships> Contacts > New

Step 3: In the sub list, go to the Custom tab and the custom fields should be added to the form.

Step 3: Create NetSuite Custom Workflow

This workflow will copy the value from the custom field to your actual phone field whenever a record is saved.

Step 1: Go to Customization> Workflow> Workflows> New

(1) Record Type: Contact

(2) Name: <Preferred Custom Name>

(3) ID: _ + <Preferred ID Name>

(4) Release Status: Testing

- Change to Release after testing

(5) Initiation: Event Based

(6) Event Definition:

- Check On Create

- On View or Update

(7) Trigger Type: Before Record Submit

(8) Event Type:

- Create

- Edit

(9) Contexts: SOAP Web Services

Step 2: Double-click on the box then New Action and select Set Field Value.

Step 3: Populate the fields below:

(1) ID: _ + <Field ID>

(2) Trigger On: Before Record Submit

(3) Events Type:

- Create

- Edit

(4) Contexts: SOAP Web Services

(5) Field: Set Native Field

(6) From Field> Field > Set Custom Field

Step 4: Repeat step 2 depending on how many custom fields needed to be set. In the example below, three custom fields are created so I need to create one action for each custom field.


Step 4: Adding Custom fields in ExtendSync Outlook

Step 1: Open the contact create form.

Step 2: Click the ... and Refreshed fields from NetSuite.

Step 3: After the refresh, customize your field setting then click Update.

  • Exclude the native fields

    • Home Phone

    • Mobile Phone

    • Office Phone

  • Add custom fields

    • Home Phone (Custom)

    • Mobile Phone (Custom)

    • Office Phone (Custom)


Step 5: Creating Contact record with New Phone Number Custom Fields

You’re now ready to create or update Contact records using the custom phone number fields in ExtendSync.

When you save the record:

  • The phone numbers entered in your custom fields will appear under the Custom tab in NetSuite.

  • The workflow automatically copies these values into the native phone fields bypassing NetSuite’s default SOAP validation.


⚠️ Note

  • Always ensure the workflow’s Release Status is set to Release once testing is complete.

  • This method only affects records updated via ExtendSync (SOAP Web Services).

  • Updating phone numbers directly in NetSuite UI still follows standard validation behavior.

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