> ## 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.

# Chargebee Customer Custom Fields

> Import Chargebee customer custom fields into Upflow to segment accounts, assign workflows and payment methods, and route them to the right account managers.

The customer *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.

<img src="https://mintcdn.com/upflow-04dc27cd/8J-Jf3EzWBUuWUtX/images/45487827413905.png?fit=max&auto=format&n=8J-Jf3EzWBUuWUtX&q=85&s=f36a669b4dba6d636238486c5c52cc66" alt="" width="640" data-path="images/45487827413905.png" />

## 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:

<img src="https://mintcdn.com/upflow-04dc27cd/8J-Jf3EzWBUuWUtX/images/45487816664593.png?fit=max&auto=format&n=8J-Jf3EzWBUuWUtX&q=85&s=dbcec96934b616b9392a013d42973a8a" alt="" width="320" data-path="images/45487816664593.png" />

#### I can't find my field in 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*** :

*<img src="https://mintcdn.com/upflow-04dc27cd/8J-Jf3EzWBUuWUtX/images/45487797261457.png?fit=max&auto=format&n=8J-Jf3EzWBUuWUtX&q=85&s=f5c59420bb9161b4a478fbce33898f23" alt="" width="391" data-path="images/45487797261457.png" />*

The field you create in Upflow **must be exactly as the one from Chargebee:**

* The field type must match the one used in Chargebee
* The name in Upflow must match the field **API Name** in Chargebee.

The fields added in your settings above, will then be available in your [Customers list view](https://app.upflow.io/organization/-/customers). Filter your customers by custom field or add/sort your views' columns based on these fields.

#### The supported 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          | 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.

<img src="https://mintcdn.com/upflow-04dc27cd/8J-Jf3EzWBUuWUtX/images/45487827787921.png?fit=max&auto=format&n=8J-Jf3EzWBUuWUtX&q=85&s=5680dccdfc4e1999cf2502269bf0f17d" alt="" width="292" data-path="images/45487827787921.png" />

You can [read more about custom fields here](/en-us/core-entities/others/import-and-create-custom-fields-into-upflow) for more details.

> Only customer custom fields are supported with Chargebee. No invoice, payment, or contact custom field can be synced.

Any questions? Submit a Support request at the top of this article.
