ExtendSync for Outlook allows users to search for, view, and attach emails to a wide range of NetSuite record types directly from Outlook.
This article lists the supported record types that can be searched, attached, or created using the ExtendSync app.
💡 Note:
This list applies only to record syncing between Outlook and NetSuite and does not include the synchronization of OneDrive or SharePoint folders and files.
For details on file syncing, see:
Record Types Supported for Attaching Emails
Entities
Contact
Customer
Employee
Job
Lead
Partner
Prospect
Vendor
Transactions
Cash Sale
Check
Credit Card Transaction
Credit Memo
Customer Deposit
Customer Payment
Estimate
Expense Report
Invoice
Item Fulfillment
Item Receipt
Opportunity
Purchase Order
Return Authorization
Sales Order
Vendor Bill
Vendor Credit
Vendor Return Authorization
Activities
Support Case
Custom Transactions
Configure the records section in Settings.
Enhancement to include the Custom Transactions list so that users can select which Custom Transactions they want to see in Available Records suggestions.
Custom Records
Configure the records section in Settings.
Enhancement to include the Custom Records list so that users can select which Custom Records they want to see in Available Records suggestions.
Record Types Supported for Create within the application
Employee
Contact
Customer
Vendor
Lead
Prospect
Partner
Job
Opportunity
Support Case
Task
💡 Note: If the records you are looking for are not part of the list, turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.