Integrating with NetSuite Connector for Outlook
When you first install NetSuite Connector for Outlook add-in, you need to integrate NetSuite Connector for Outlook with your NetSuite account to facilitate syncs.
To log in to NetSuite in the add-in
After setting up NetSuite Connector for Outlook, you need to pin the add-in to Microsoft Outlook. This would keep the add-in pinned and accessible when switching between emails in Outlook. If a mail or event item is open in Outlook, the add-in will display found matching records in the Sync screen.
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Open the NetSuite Connector for Outlook add-in in Microsoft Outlook. Click Login with NetSuite.
Note:NetSuite Connector for Outlook displays the NetSuite login screen on a new window. If the new window does not open automatically, check the Allow the add-in to open a new window option. Click Allow to proceed.
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In the NetSuite login screen, enter your NetSuite email address and password then click Log In.
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Confirm that the account and role that you want to integrate with NetSuite Connector for Outlook is selected. You can select specific accounts and roles by clicking Choose Account or Choose Role.
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Click Allow.