When Global Autopilot processes an email, it evaluates the recipient or sender's addresses to determine:
Which NetSuite records the email should be associated with
Whether a new Contact should be created (if Auto-Create Contact is enabled)
This article explains how each email field is handled during synchronization.
Which Email Fields Does Global Autopilot Process?
Global Autopilot evaluates email addresses found in:
✅ From
✅ To
✅ CC
Email addresses in the BCC field are not processed.
How Record Matching Works
Global Autopilot searches NetSuite for matching records using all email addresses found in the From, To, and CC fields.
Matching follows the configured record priority:
Contact → Customer → Vendor → Partner
If multiple matching contacts belong to the same parent company, Global Autopilot intelligently creates only a single email association to avoid duplicate messages on the same company record.
How Auto-Create Contact Works
If Auto-Create Contact is enabled and no matching NetSuite record is found, Global Autopilot automatically creates one Contact for the email.
When possible, the new contact is associated with an existing company by matching the email domain to the company's Web Address field in NetSuite.
Example
An email from jane@acme.com is associated with a company whose Web Address is acme.com.
ℹ️ Only one Contact is automatically created per email, even if multiple unmatched email addresses are present in the From, To, or CC fields.
This behavior helps:
Prevent duplicate email associations
Reduce unnecessary NetSuite API requests
Improve synchronization performance
If no matching company is found, the contact is created without a parent company.
For more information about company matching, orphan contacts, and other Auto-Create scenarios, see FAQ: Auto-Create Contact Behavior in Global Autopilot.
What Information Is Populated When a Contact Is Created?
ExtendSync creates Contact records through NetSuite's supported web services. During creation, ExtendSync provides the minimum information needed to create the Contact record, allowing the record to be saved without requiring users to complete every mandatory field on the default Contact form.
When a new Contact is created, ExtendSync populates the following fields:
First Name
Last Name
Email Address
Company (when a matching company record is found)
Any additional mandatory or optional fields remain blank
Updating an Auto-Created Contact
After a Contact has been created, you can update the remaining details directly from the ExtendSync panel in Outlook.
To edit a Contact:
Hover over the Contact name.
Click the ✏️ Edit icon.
Update the Company or any other required fields.
Click Save Record.
Future emails sent to or received from that email address will use the updated Contact and Company relationship.
Need Help?
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com