Updates to Missing Company information within NetSuite Outlook 2.0

We resolved the issues discussed in Outlook Company Information Missing from NetSuite 2.0 Sync .  In that article, we discussed the lost company information in our Outlook and NetSuite contact information uploaded through Outlook 2.0 beta client.   To resolve this, we performed what would effectively be a join of contact data to company data.  Here is what you can do using Excel as your data manipulation utility:

1. Prep all your contacts with company names from a backup in Excel.
2. Export all your Company entities in NetSuite (leads, prospects, customers) and be sure to include the Company Internal ID.
3. Export all your Contact entities in NetSuite and also be sure to include the Internal ID.
4. Prepare a join to produce a list of records that effectively have the Internal ID and the Name.  If the Company Name is not already in NetSuite, make sure you add it first.
5. Use a CSV Import (update only) to update NetSuite depending on your goal.  If you need to update Contacts, include the Contact Internal ID. If you need to update Companies, include the Company Internal ID.
6. Once NetSuite is all fixed up, the Outlook 2.0 sync program will fix up your Outlook contacts as well.

If everything is done right, it is as effective as performing a SQL Update command.  Bottom line: if you are using NetSuite Outlook Sync 2.0, do not share your contacts unless you have previously added and linked a NetSuite company record.

Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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