Syncing Contacts

You can set preferences for how contacts are synchronized as a part of the Setup Assistant.

ContactSync

Sync Direction

NetSyncX only supports one-way synchronization of contacts.

Address Book Group

The NetSuite contacts will be synchronized with the selected Mac Address Book group. We recommend creating a new Mac Address Book group for NetSuite.

Filters

By default all contacts are synced. Configure filters to focus on a subset of contacts.

To add a contact category, go to Setup > Sales > CRM Lists > Contact Category in NetSuite