You can select NetSuite records and sync your Outlook emails, including file attachments or inline images, by clicking the 📎 paperclip icon in the ExtendSync selection pane.
By default, all files are stored in your NetSuite File Cabinet.
🌐 Already syncing automatically?
If your organization uses Global Autopilot, your emails may already be syncing automatically. Look for the "Global Autopilot enabled by admin" label in the ExtendSync panel.
If you see this label, no setup is required on your end.
One-Time Save
Steps to Save Emails and Attachments
Step 1: Switch to the "One-Time" tab in ExtendSync.
Step 2: Select the record(s) where you want to save the email.
Step 3: Click the 📎 paperclip icon to include attachments.
Step 4: (Optional) Turn on the "Include Inline Images" toggle to sync embedded images.
Step 5: Click Associate Email to save.
Autopilot for Emails (Enterprise Only)
Automatically sync emails (and optionally attachments) using Autopilot. You can choose from:
Updates to this Thread — Syncs replies within a single thread.
To/From/CC (Email Address-Based) — Syncs all future messages to/from specific addresses.
Steps to Configure Autopilot with Attachments
Step 1: Switch to the "Autopilot" tab in ExtendSync.
Step 2: Choose Updates to this thread or To/From/CC (Email AP).
Step 3: Select the NetSuite record(s) to associate emails with.
Step 4: Click the 📎 paperclip icon to include attachments.
Step 5: (Optional) Turn on the "Include Inline Images" toggle.
Step 6: (Optional) To sync attachments for future emails, go to the Future Emails section. Turn ON Attachments and/or Inline Images.
Step 7: Click Start Autopilot.
💡 Note: To include attachments for future emails, Attachment Autopilot should be turned on by the admin.
📘 Learn how Attachment Autopilot works
Save Attachments to OneDrive & SharePoint
If you've already linked a OneDrive or SharePoint folder to a NetSuite record, saving Outlook attachments to that folder will automatically make them visible in NetSuite.
Need Help?
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com