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Google Drive: Attaching Google Drive files and/or folders to NetSuite records

ExtendSync Google | How to attach Google Drive files or folders to NetSuite records

Updated this week

ExtendSync for Google NetSuite allows you to attach emails, files, and folders to NetSuite records giving your organization 360-degree visibility into important communications and documents.

If you’re concerned about NetSuite File Cabinet storage limits or want better document organization, using Google Drive with ExtendSync is the recommended approach.


Why Use Google Drive with ExtendSync?

Conserve NetSuite Storage

Files and folders linked from Google Drive do not consume NetSuite storage space.

Centralized Repository

Store and organize all business documents in Google Drive while keeping them linked to NetSuite records.

Document Visibility

Google Drive files and folders can be linked to:

  • Standard NetSuite records

  • Custom records

Users can view and access related documents directly from NetSuite. No need to switch between applications or search for files manually.


Prerequisites

Before using Google Drive with ExtendSync, confirm:

  • The NetSuite employee email matches the Gmail / Google Workspace email

  • The user has an active Google Drive license

  • Google Drive integration has been enabled for your account

⚠️ If emails do not match, Google Drive integration will not work correctly.


Ways to Store Files in Google Drive and Attach Them to NetSuite

You can attach files or folders using any of the methods below:


Save Attachments to Google Drive and see them in NetSuite

  1. In Gmail, hover over the email attachment.

  2. Click Add to Drive.

  3. Click Organize and choose the destination folder in Google Drive.

  4. (Optional) If the folder is not yet linked:

    • Open the NetSuite record

    • Attach the Google Drive folder to the record


Attach Existing Folders and Files from Google Drive to NetSuite

Use this when files or folders already exist in Google Drive.

  1. Open the NetSuite record you want to attach files to. Go to the Google Drive tab.

  2. Click Attach Files/Folders.

  3. Select files or folders from:

    • My Drive

    • Shared folders

    • Shared drives

  4. Click Select.

You’ll see a confirmation message once the attachment is complete.
Refresh the NetSuite record to view the linked files.


Upload Files or Folders from Your Desktop to Google Drive

Use this when uploading local files.

  1. Open the NetSuite record.

  2. Go to the Google Drive tab and click Attach Files/Folders.

  3. Click the Folder button to search for a destination folder.

    • Windows: Ctrl + F

    • Mac: Command + F

  4. Select the folder.

  5. Drag and drop files from your desktop into the folder.

The uploaded files will now be visible in Google Drive and linked to the NetSuite record.


Best Practices

  • Create a dedicated Google Drive folder per NetSuite record (Customer, Opportunity, Case, etc.).

  • Use Google Drive for:

    • Large files

    • Frequently updated documents

    • Shared team resources

  • Avoid uploading large attachments directly to NetSuite when Drive is available.

  • Clearly define internal rules for where files should be stored.

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