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Documentation Index

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

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Make sure to benefit from our latest SuiteApp version from your NetSuite SuiteApp Marketplace. There, search for and click Upflow, and click Upgrade if available. Custom fields allow you to manage your Upflow account with enriched customer, invoice, contact, payment, and credit note 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 (for customer/invoice fields)
  • Deeper filtering from list views
  • Deeper segmentation on the analytics tab

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Creating custom fields in NetSuite

Upflow supports the import of custom fields from NetSuite for customers, invoices, contacts, payments, and credit notes/memos. Learn how to create a custom field in NetSuite in the instructions outlined here.

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Custom fields requirements

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 invoices and be available in Upflow, it must be within the “classification” section. The field must be created as a Transaction Body field and have no “subtab” under the Display section. Credit note level custom field: Same as for invoices. Payment level custom field: Transaction body fields, which apply to “Customer Payment”. Contact level custom field: For the custom field to apply to contacts and be available in Upflow, it must be created as an Entity Custom Fields applied to Contact, and have no “subtab” under the Display section.

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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.

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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.

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List of supported native customer fields:

  • External ID*
  • Category
  • Status
  • Entity number
  • Entity ID
  • Sales Rep
  • Terms
  • Primary Currency
  • Receivables Account
  • Taxable
  • Partner
  • Comments
*Id present in the customer’s URL:

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List of supported native invoice fields

  • Amount Remaining
  • Approval Status
  • Email
  • Exchange Rate
  • Project
  • Memo
  • Customer Message
  • Start Date (Advance Billing)
  • Status
  • Custom Form
  • Created From
  • PO/Check Number
  • Opportunity
  • Posting Period

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List of supported native contact fields

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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.

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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.