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Setup Contact Exclusions for NetSuite

How to set up the NetSuite Contact Exclusion field in Re-Leased — create the custom checkbox field in NetSuite, apply it to forms, and optionally bulk update contacts via CSV import to exclude specific Customers or Vendors from syncing.

The NetSuite Contact Exclusion field lets you control which Customers and Vendors sync between NetSuite and Re-Leased. Once the custom checkbox field is created in NetSuite, Re-Leased automatically detects and respects it during all sync operations.

Step 1: Create the Custom Field in NetSuite

  1. In NetSuite, navigate to Customization > Lists, Records, & Fields > Entity Fields > New.

  2. Fill in the field details:

    • Label: Disable syncing to Re-Leased

    • ID: _rl_syncingdisabled (NetSuite saves this as custentity_rl_syncingdisabled)

    • Type: Check Box

    • Enable: Store Value

    • Applies To: Customer and Vendor

  3. Click Save.

Step 2: Apply the Field to Forms

  1. Open the settings for the newly created field.

  2. Click Apply to Forms.

  3. For both Customer and Vendor forms, enable Show and set Type to Normal.

  4. Click Save.

Step 3: Make the Custom Tab Visible

  1. Navigate to Customization > Forms > Entry Forms.

  2. Edit the Customer and Vendor forms you use.

  3. In the Subtab section, locate the Custom tab and enable Show.

  4. Click Save.

Step 4: Bulk Update Contacts to Disable Syncing (Optional)

Use this process to exclude multiple contacts at once via CSV import rather than updating each record manually.

Export the contact list

  1. Open the Customer or Vendor list in NetSuite.

  2. Confirm the Internal ID column is visible. If not, click Edit View and add it to the column list.

NetSuite Customer list showing the Internal ID column visible in the list view

NetSuite Edit View dialog showing Internal ID being added to the column list


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  1. Click Export - CSV to download the contact list.

NetSuite Customer list showing the Export CSV button


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Prepare the CSV file

  1. Open the exported file and add a new column titled custentity_rl_syncingdisabled.

  2. Enter T in that column for any contact that should be excluded from syncing.

Spreadsheet showing the custentity_rl_syncingdisabled column added with T entered for excluded contacts


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Import the file back into NetSuite

  1. Navigate to Setup > Import/Export > Import CSV Files.

  2. Set Import Type to Relationships and Record Type to Customers Only (or Vendors).

  3. Select your file and click Next.

  4. Select Update as the import action.

NetSuite CSV import screen showing Import Type set to Relationships and Record Type set to Customers


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  1. On the field mapping screen, confirm custentity_rl_syncingdisabled is matched to Disable sync to RL. If not, select the correct field from the column options on either side.

  2. Click Next, then Run.

  3. Monitor the import job status — refresh until complete. The CSV response shows how many records were updated and describes any issues that need resolving.

NetSuite field mapping screen showing custentity_rl_syncingdisabled matched to Disable sync to RL

NetSuite import job status screen showing the upload progress and result summary

Contacts marked with T will now have Disable Syncing to Re-Leased checked under the Custom tab on their Customer or Vendor page.

NetSuite Customer page showing the Disable Syncing to Re-Leased checkbox checked under the Custom tab

How Re-Leased Handles the Field

Once custentity_rl_syncingdisabled exists in NetSuite, Re-Leased automatically detects and respects it:

  • Checkbox checked — the Customer or Vendor and all related invoices, credits, and payments are excluded from syncing. If data has already synced into Re-Leased, it will be removed during the next sync.

  • Checkbox unchecked or field not present — syncing proceeds as normal.

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