Emails hold goldmines of customer insights, but without NetSuite integration, they're trapped in Outlook inboxes—hidden from your team and disconnected from ERP data. Versich syncs everything automatically, logging emails, calendars, and contacts to eliminate manual entry and boost efficiency.
Instant Wins:
Full chat history on every customer record
Managers see sales activity in real-time—no more chasing updates
Smooth handoffs for team changes
Ironclad audit trails for disputes
Beyond Basic Logging: Smart Automation
Click to attach email threads, auto-sync meetings, or create leads right from Outlook. Support logs cases without app-switching. As per Oracle's updates, this native sync keeps NetSuite as your truth hub while teams stay in their inbox.
Real Impact: One client slashed 20 team hours/week on copy-pasting—pure ROI.
NetSuite Outlook Integration: Get Started Right
Check Versions First
NetSuite Needs:
2025.1+ account
Web Services & File Cabinet enabled
Outlook Needs:
Microsoft 365
Version 16.0.11629+
Admin install rights
Set Permissions
NetSuite admins: Grant Full Web Services, Search View, and file creation rights. Link users as employees—even without logins.
Data Prep Tips:
Dedupe contacts
Standardize emails
Archive old Outlook stuff
Step-by-Step Guide: Configuring NetSuite for Outlook Integration
Option A: Native NetSuite Outlook Connector Setup
Step 1: Verify Eligibility (5 minutes)* Check your NetSuite instance version via the Company Information page. Ensure you’re on version 2025.1 or later.
Step 2: Enable the Connector (10 minutes)* Navigate to Company > Enable Features. Under the SuiteCloud and Integration Add-ons sections, enable the connector for Outlook.
Step 3: Install the Outlook Add-in (15 minutes)* From within NetSuite, follow the link to the Microsoft AppSource listing for the add-in. IT administrators can also push the add-in company-wide via the Microsoft 365 admin center.
Step 4: Authenticate Your Connection (10 minutes)* In Outlook, click the NetSuite icon in the ribbon. Log in using your NetSuite credentials and accept access permissions for your email and calendar.
Step 5: Configure Sync Preferences (15 minutes)* Set your sync options: control which email types log automatically, configure calendar sync direction, and choose what NetSuite records (contacts, customers, opportunities) are included.
Option B: SuperSync Email Setup
Step 1: Request Your Account (10 minutes)* Start a 30-day trial by requesting a SuperSync account. You'll receive a NetSuite bundle link, which requires admin-level access to install.
Step 2: Configure NetSuite Settings (20 minutes)* Create custom Matching Types in NetSuite to map emails to records such as contacts, customers, cases, invoices, or custom fields. Use saved searches to fine-tune what gets logged.
"Sales" can log emails to contacts, customers, and opportunities
"Support" can log to cases, projects, and contacts
Step 4: Install the Outlook Add-in (10 minutes per user)* In Outlook, go to Get Add-ins > search for “Email for NetSuite” > click Add. The SuperSync pane will now be visible in the sidebar.
Step 5: Test Email Logging (15 minutes)* Open a test email and use the SuperSync sidebar to view auto-suggested record matches. Choose the appropriate contact or customer and click "Log Email."
Option C: ExtendSync Setup
Step 1: Purchase and Onboard* Contact Celigo to purchase ExtendSync. You’ll receive portal access and a SuiteApp installation package for NetSuite.
Step 2: Install the NetSuite SuiteApp (15 minutes)* Your NetSuite administrator installs the CloudExtend bundle and grants the required permissions according to Celigo’s guide.
Step 3: Configure Integration Settings (20 minutes)* Use the CloudExtend portal to turn on features like Calendar Autopilot, define sync direction, and assign licenses to employees.
Step 4: Deploy the Outlook Add-in (15 minutes)* IT teams can deploy ExtendSync organization-wide, or users can choose to install it individually through the Microsoft Office Store.
Most Outlook-NetSuite integrations only sync new messages moving forward. Historical emails aren’t included by default. If you want past communication attached to specific records, these messages will need to be logged manually. We recommend focusing on key emails for active opportunities, customers, or support cases and letting the integration take care of communication going forward.
Maximize with Workflows & Training
Auto-tasks from emails
Alerts for quiet customers
Manager calendars for planning
Train by role: Log ops (sales), cases (support)
Teams with training save 20+ hours/week per real cases.
Why Versich for Your Integration?
As top NetSuite experts (5-star Clutch-rated), Versich delivers:
NetSuite-only focus: ERP, analytics, custom workflows
Proven wins: Cut finance recon from hours to minutes; automated reporting
Client raves: "Game-changer for ops" (testimonials from startups to enterprises)
Full service: Eval, setup, train, support
Ready to unify your CRM? Contact Versich for a free consult. Let's make NetSuite your productivity powerhouse.
