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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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!

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Availability and management

❗Only customer custom fields can be imported from your source system and your CRM. Only NetSuite, QuickBooks, and Stripe Billing allow a sync at the invoice level. An API connection also allows you to update your invoices.
SourceClientsInvoicesCredit notes & payments
In-app✅✅✅
API✅✅❌
Chargebee✅❌❌
NetSuite✅✅✅ (custom fields only)
Pennylane❌ (Native fields only)❌❌
Sage Intacct❌❌❌
Stripe billing✅✅ (custom fields only, Metadata)✅ (payment custom fields only, Metadata) ❌ Credit notes not supported
Salesforce✅❌❌
Sellsy✅❌❌
QuickBooks❌ (Native fields only)✅ Custom fields only❌
Xero✅❌❌
Zuora✅✅❌
In the Customer fields tab of your Settings, click on Add field and search for an existing custom field. Customer fields tab in Settings Add field search dialog ​

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Create a custom field in Upflow

If you need a field that isn’t available or supported in your source of truth, you can create it manually in Upflow. From the same section, scroll down to the end of the available list, and click Add custom field: Name it, and select the type you wish to use: Don’t forget to click Save at the bottom of the page! 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! ❗ You cannot push custom fields from Upflow to your source solution. Confirm they exist there before searching! ❗️Custom fields can’t be updated via CSV, only manually or via API.

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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 API or Metadata name displayed in Chargebee or Stripe:
  • For example:
    • if your Stripe metadata key is billing_method, enter exactly billing_method
    • in Chargebee, the API name will start with cf_ which you will need to include in Upflow
  • Click “Add”, and don’t forget to save at the bottom of the page.
Give it a few minutes to a few hours for the data to sync into Upflow, based on the data volume.

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Edit custom field values

If your custom field is synced from your billing system or Salesforce, they must be edited there directly and won’t be editable in Upflow. If your custom field was created in the Upflow UI, you can edit it at the item level (customer, invoice, credit note, etc.) or in bulk from the list view. ❗ You can only update the values of those created in-app, the others being pulled from your source system. ❗️Custom fields can’t be updated via CSV, only manually or via API.

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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. ​ ​