Depending on your preference, you will be able to sync in two ways:
One-Time Save (Associate Email)
This will save the email once to NetSuite. If someone responds to the thread, you need to go back and manually save the reply.
💡 Note:
The file/s will be stored in the NetSuite file cabinet.
Customize settings for file attachments and inline images when storing emails to NetSuite. Check this out!
Autopilot for Emails (Enterprise Users Only)
💡 Note:
For Autopilot, by default attachments are only included in the first email, not in subsequent ones. The file/s will be stored in the NetSuite file cabinet.
To include attachment for future emails, Attachment Autopilot should be turned on by admin. See how Attachment Autopilot works.
To save NetSuite storage, Enterprise users can manually upload and attach files using OneDrive/SharePoint integration. Dive deeper about this feature!
Two Autopilot Saved Methods:
Based on To/From/CC (Email Address Based)
Based on Updates to this thread (Thread-Based)
While both options allow you to sync emails to NetSuite in less clicks the first option will be an email address-based sync and the other is thread-based.
Email Address-Based Autopilot (Based on To/From/CC)
When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks!✨
Email Address based Autopilot (To/From/CC) functionality is limited to the primary folder and the sent folder in your Outlook.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select To/From/CC.
Step 3: Select the email address where the Autopilot to enabled.
Step 4: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.
💡 Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.
Step 5: Once done, click Start Email Autopilot.
In the example above, astrid.murray@puzzlehuddle.comx sends an email. Since Email Address Autopilot is enabled:
You can have every single email that arrives in the inbox from astrid.murray@puzzlehuddle.comx go to a record in NetSuite.
New emails from astrid.murray@puzzlehuddle.comx will be saved automatically to NetSuite to the assigned record.
When you send a new email to astrid.murray@puzzlehuddle.comx will be saved to NetSuite too!
Set it once and forget it. That’s it! ✨
Thread-Based Autopilot (Based on Updates to this thread)
Another option is using Updates to this thread, this will only sync emails to NetSuite record/s within the email thread.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select Updates to this thread.
Step 3: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.
💡 Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.
Step 4: Once done, click Start Thread Autopilot.
👉 Check out this link to learn how to save emails with file attachments or inline images to NetSuite.