🚀 Coming Soon: Global Autopilot
Global Autopilot is scheduled for release on June 10, 2026.
Global Autopilot is available exclusively for Enterprise Edition subscribers at no additional charge.
Global Autopilot allows administrators to automatically sync emails from Outlook to NetSuite across their entire organization with no action required from end users.
Once an admin configures Global Autopilot in the CloudExtend Admin Portal, matching emails are automatically attached to the appropriate NetSuite records within approximately 30–60 seconds of being sent or received.
How Global Autopilot Works
Unlike Email Address-Based Autopilot or Thread-Based Autopilot, which individual users configure, Global Autopilot is managed entirely by administrators through the CloudExtend Admin Portal.
Administrators:
Select which users and shared mailboxes participate
Define organization-wide sync rules
Configure exclusions
Control attachment behavior
Choose how unmatched emails are handled
Once activated, syncing occurs automatically in the background.
What End Users See
When viewing emails in Outlook, users may see:
Global Autopilot enabled by admin label with a View Rules link
Sync indicators showing how the email was matched
A CloudExtend Autopilot category is applied after synchronization
View Global Autopilot Rules
Users can view the rules that apply to their mailbox, but only administrators can modify them.
To view the current Global Autopilot configuration:
Open ExtendSync
Go to Menu → Settings → Global Autopilot
Users will see:
Global Autopilot Status: Active
A summary of the organization's sync rules
A list of configured exclusions
💡 Users enrolled in Global Autopilot can still manually save emails or configure their own Email and Thread Autopilot rules. Global Autopilot operates independently.
Key Features
Feature | Description |
Organization-Wide Coverage | Enroll all enterprise users in a single configuration — no per-user setup needed |
Shared Mailbox Support | Each shared mailbox uses a designated Shared Mailbox Manager, whose active Microsoft and NetSuite connections are used for synchronization. |
Automatic Record Matching | Emails match NetSuite records in priority order: Contact → Customer → Vendor → Partner |
Domain Exclusions | Prevent internal emails from syncing by excluding your company's own domain(s) |
Email Exclusions | Exclude specific email addresses from syncing |
Auto-Create Contacts | Optionally creates a NetSuite Contact record when no matching record is found |
Attachment Control | Org-wide control: sync attachments or exclude them |
Duplicate Prevention | If multiple contacts on a thread belong to the same company, only one message is created in NetSuite |
Logs & Retry | View sync status in Logs view, filter by association type, and retry failed syncs individually or in bulk. Logs auto-clear after 30 days. |
Fast Synchronization | Emails sync within 30–60 seconds of being sent or received |
Prerequisites
Before Global Autopilot can be activated:
Your organization must have an active Enterprise Edition subscription
A CloudExtend administrator must have access to the CloudExtend Admin Portal
Microsoft Graph authorization must be granted
Users must establish a NetSuite connection in ExtendSync
💡 Administrators can enroll users before they connect. Synchronization will begin automatically once a valid NetSuite connection is established.
Getting Started
To enable and configure Global Autopilot for your organization:
This guide includes:
Microsoft authorization
User and shared mailbox enrollment
Exclusions and matching rules
Contact creation settings
Activation and validation
Need Help?
💬 Chat with us — Click the chat icon at the bottom-right of this page.
📧 Email: cloudextend-support@celigo.com