Filter your data, break down your widgets or segment, and intervene on your objects based on information our integrations do not natively pull from your source solutions: custom fields. Import them into your organization and tag your customers, payments, invoices, and credit notes for an improved experience!

Availability and management

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In the Customer fields tab of your Settings, click on Add field and either search for an existing custom field or create a new one (multiple types available).   ❗ You cannot push custom fields from Upflow to your source solution. Confirm they exist there before searching!

From the same section, you can:

• Remove your custom fields (click on the cross next to their name)

• Edit those created on Upflow (rename and update their values)

Don’t forget to save!

Special use cases

If your field is not available in the dropdown list as shown above, you may have the following option for certain integrations, such as Chargebee or Stripe Billing:

• Click "Add field" at the customer level (or invoice level for Stripe);
• Scroll down if needed, and click "Add custom field";
  
• Click the option "Yes, in Chargebee" or "Yes, in Stripe Billing":
  
• Then add the exact same name and field type as in Stripe/Chargebee.
  
• Click "Add", and don't forget to save at the bottom of the page.

Give it to a few minutes to a few hours for the data to sync into Upflow, based on the data volume.

Usage

Your custom fields are now available. Review them in the dedicated sections of your

• Customers details

• Invoices details

• Credit notes details

• Payments details

You can additionally make them filterable columns of their respective lists and use them to filter or break down your Analytics dashboards and widgets.

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