SSEO - Auto-Syncing Issues and Limitations

Overview

The SuperSync Email for NetSuite add-in is designed to streamline the process of logging emails from Outlook into NetSuite records. However, certain limitations inherent to Outlook's API can cause issues with auto-syncing, potentially leading to the wrong email being logged or a failure to sync an email altogether.

Issue Explanation

The key limitation stems from how the Outlook API interacts with the add-in:

  1. Email Syncing Limitation:

    • The add-in can only sync the email that is currently open in Outlook. If you switch views to another email before the logging process is complete, the add-in will no longer be able to sync the contents of the previously opened email. This can result in the wrong email being logged or the intended email not being logged at all.

  2. Impact of Changing Views:

    • Changing the view to another email during the auto-sync process interrupts the add-in’s ability to access and sync the content of the original email. As a result, any attempts to log the original email will fail, and the add-in may attempt to log the currently open email instead, leading to data inconsistencies.

Verification of Successful Syncing

To confirm that an email has been successfully logged into NetSuite, users should look for the following:

  • "Logged to NetSuite" Category: After a successful sync, the email will be tagged with the category "Logged to NetSuite" within Outlook.
  • Green Check Box: The SuperSync add-in will display a green check box next to the logged indicator, indicating that the email has been properly synced to the NetSuite record.

Consequences of Incomplete Logging

Interrupting the logging process by switching views can lead to several issues:

  • Failed Log: The original email may not be logged into NetSuite, requiring manual intervention.
  • Add-In Errors: The add-in may generate errors due to the interruption, affecting its functionality.
  • Incorrect Email Logged: The add-in may log the currently open email instead of the intended one, causing potential data errors.

Best Practices

To avoid these issues, consider the following guidelines:

  • Keep the intended email open for the full duration of the auto-sync process to ensure successful logging.
  • Avoid switching views to another email until the logging process is complete.
  • Regularly check for the "Logged to NetSuite" category tag and the green check box to verify successful syncing.

By adhering to these practices, users can minimize the risk of auto-sync errors and ensure accurate logging of emails into NetSuite.

Was this article helpful?