The Custom fields feature allows you to segment your customers and assign them to the right Account Managers, workflows, and/or payment methods!
You can import information such as the subscription date or plan, the account ID, or any contextual information that lies in your systems at a customer level.
In Chargebee
In Chargebee as an Administrator, you can go to Settings Configure Chargebee Custom Fields. This step will create and/or import your custom fields from Chargebee and make them available in Upflow.
In your Upflow Settings
If you want to add your Chargebee custom fields Upflow got you covered. Head to your Settings > Custom fields section, and click Add field, then select your field from the list:
If your field is not available in the list, you can scroll down the list and click Add custom field. Then, select the option Yes, in Chargebee:
The fields added in your settings above, will then be available in your Customers list view. Filter your customers by custom field or add/sort your views' columns based on these fields.
The field you create in Upflow must be exactly as the one from Chargebee. The wording, capital letter vs lower cases, etc. As well as the field type!
The support custom field types on Chargebee are:
| Chargebee Type | Chargebee Limits | Upflow Type | Notes |
|---|---|---|---|
| Notes | The maximum character limit is 99. | STRING | This field will appear as a text box. |
| Multiline text | The maximum character limit is 250. | STRING | This field will appear as a text area. |
| Dropdown |
The total number of characters used for all the options put together, must not exceed 5000. |
SELECT | We can add as many options as we’d want, as long as the options limit is respected. |
| Checkbox | default: false | BOOLEAN | True/False dropdown |
| URL | URL validations applied | STRING | This field type will appear as a text area. The URL provided here will be validated for "http://" and "https://". (a valid HTTP URL) |
| email validations applied | STRING | This field type will appear as a text box. The email address will be validated. | |
| Date Picker | DATE | ||
| Timestamp | DATETIME | ||
| Numbers | FLOAT |
More fields - Subscriptions
Additionally, you can import subscription names as customer custom fields.
As a customer can have several subscriptions, you will be able to import the subscription name based on the subscription status.
The following statuses are available: Active, Cancelled, Future, In-trial, Non renewing, Paused, Transferred.
You can read more about custom fields here for more details.
Any question? Submit a Support request at the top of this article.