NetSuite Connector for Outlook Overview

NetSuite Connector for Outlook is a Microsoft Outlook add-in that integrates your Outlook with NetSuite. Emails and events can be synced into corresponding records in NetSuite.

Email Sync

You can use the Email Sync to add a received email and its attachments to a NetSuite Customer, Lead, Prospect, Contact, or Opportunity record.

The email synced to NetSuite includes the following details:

  • Subject

  • Message

  • Message attachments selected during sync

Event Sync

You can use the Event Sync to add a received event invitation to a NetSuite Customer, Lead, Prospect, Contact, or Opportunity record.

Important:

The event sync does not support attachments.

The event synced to NetSuite includes the following details:

  • Time and date of event

  • Status - always set to Confirmed.

  • Reserve Time box - always set to checked.

  • All Day box

  • Recurring Event

  • Attendee responses at the time of sync - Only responses entered by clicking the event in the calendar are recorded. Responses that were made as a reply to the sent email invitation are not recorded.

Note:

NetSuite only supports events that start and end on the same calendar day. If an event spans multiple days or if the event ends after 12:00 midnight, it will not sync to NetSuite.

General Notices