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FAQ: Managing Email Address Associations in Autopilot

ExtendSync Outlook | What is Auto-Association for Email Address Based Autopilot

Updated today

When you assign an email address to automatically sync with a NetSuite record using Email Autopilot, that relationship is saved in the Auto-Association database.

You can use this feature to:

  • View which NetSuite records an email address is associated with.

  • Remove or disable associations when they’re no longer needed.


How to Manage Email Autopilot Associations

Step 1: Open the Autopilot Settings

  1. In the ExtendSync panel, click the Menu (☰) icon.

  2. Select Settings → Email Autopilot Associations.

Step 2: Search for the Email Address

  1. In the search bar, enter the email address you want to manage.

  2. Click the matching result — this will open a detailed view showing:

    • ✅ The list of NetSuite records that the email address is currently associated with.

    • 🗑️ Options to remove those associations.

Step 3: Remove or Turn Off an Email Address Association

  1. Hover over the 🗑️ trash icon next to any record you want to disable Autopilot for.

  2. Click the icon to remove the link between that record and the email address.

After removal, any future emails from that address will no longer be automatically associated with those records

💡 Notes:

  • You can perform a wildcard search using partial text to find multiple addresses quickly.

    • Examples:

      • @companyname

      • .com

      • .org

      • .edu

  • ExtendSync searches across all stored associations and returns all matching results.

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