Custom fields allow you to manage your Upflow account with enriched customer, invoice and contact data from NetSuite.
Custom fields allow for:
- Auto assignation to a workflow, account manager or payment method depending on the custom field value using Smart Rules.
- Deeper filtering from list views
- Deeper segmentation on the analytics tab
Creating custom fields in NetSuite
Upflow supports the import of customer level, invoice level and contact level custom fields from NetSuite.
Learn how to create a custom field in NetSuite in the instructions outlined here.
Customer level custom field: For the custom field to apply to customers, the “customer” checkbox needs to be checked. Otherwise, it will be ignored by Upflow.
Invoice level custom field: For the custom field to apply to customers it must be within the “classification” section.
Supported custom field types
Native NetSuite fields or custom fields you have created in NetSuite can be imported into Upflow provided they are one of the supported field types. Supported NetSuite custom field types include the following:
- Checkbox
- Date
- Date/time
- Decimal number
- E-mail address
- Free-form text
- Integer number
- List record
- Long text
- Multiple select
- Percent
- Phone number
- Text area
If a custom field type is not supported (i.e., line item, hyperlinks), it will be ignored by Upflow and will not appear in the selectable custom fields.
Native custom fields
You can also import native fields from NetSuite in addition to the custom fields that have been defined. These fields are native in NetSuite, but they are still specific to NetSuite, so they are considered “custom” to Upflow.
These fields need to be enabled in Upflow in the custom fields settings to become visible, but don’t need to be created in NetSuite as they exist by default. Below you will find the lists of the native customer level, invoice level and contact level fields.
List of supported native customer fields:
- External ID*
- Category
- Status
- Entity number
- Entity ID
- Sales Rep
- Terms
- Primary Currency
- Receivables Account
*Id present in the customer's URL:
List of supported native invoice fields
- Amount Remaining
- Approval Status
- Exchange Rate
- Project
- Memo
- Customer Message
- Start Date (Advance Billing)
- Status
- Custom Form
- Created From
- PO/Check Number
- Opportunity
- Posting Period
List of supported native contact fields
- Contact role
- Contact category
- Creation date
- Supervisor
- Assistant
Importing custom fields in Upflow
Custom fields defined in NetSuite need to be enabled in Upflow settings to become visible in Upflow. You can do this in Settings → Custom fields. Note that NetSuite provides the schema, so you can choose from a drop down selection.
Each field added here will become visible in the customer list view, on the customer details page and in collection tags.
Learn how to import custom fields in Upflow here.
Notes:
- Upflow does not allow the import of customer custom fields as contacts. If you have, for example, "Client billing email address" as a customer custom field in NetSuite, you will need to create a contact with that email address in NetSuite.