Syncing an Event to NetSuite

You can use NetSuite Connector for Outlook to sync an event invitation to a particular Customer, Contact, or Opportunity record in NetSuite.

To sync an event to NetSuite:

1. In Outlook, open the event you want to sync.

2. Launch NetSuite Connector for Outlook.

3. In Matching Records, check the record that you want to sync this event. You can select multiple records.

   Note:

   The add-in determines the matching records based on the email addresses found in the event invitation. See Matching Records in NetSuite Connector for Outlook for more information.

   If you want to sync the event to a record that is not available in the Matching Records, you can search for the record and manually add it to Matching Records. For more information, see Adding a Record to Matching Records.

4. Click Sync Event.

General Notices