Using data fields with Upsales

This article explains how to map Upsales custom fields to Oneflow data fields. Select the custom fields you want to sync in Upsales to make them available for use in your Oneflow templates.

REQUIREMENTS

You must be an administrator in Upsales to access the app settings and custom field settings.
Create the custom fields you want to sync before selecting them in the Oneflow app settings in Upsales.

INFORMATION

✅ This integration DOES support custom data fields.

You can select up to 10 custom fields of any type per entity for Order, Contact, and Company.

In Upsales

Custom Fields

Create your custom fields, then select which ones to sync with Oneflow:

In Upsales, go to Settings → CRM → Fields.
Choose the relevant entity and create the custom fields you want to sync.
Go to Settings → App directory.
Search for Oneflow and select it from the applications list.
Open the Settings tab.
Scroll down to Custom fields to sync (Customfält att synka).
Select the custom fields you want to sync under Order, Contact, or Company. Each entity has up to 10 selection slots.
Click Save.

The selected custom fields should now be available as data fields in Oneflow.

In Oneflow

Use Your Synced Custom Fields

After saving your selections in Upsales, use the synced custom fields when connecting data fields to your Oneflow template.

Troubleshooting

You cannot access the app or custom field settings: Check that you are logged in as an Upsales administrator.
A custom field is not available in Oneflow: Check that you selected it in the Oneflow app's Custom fields to sync section in Upsales and clicked Save.
You need to sync more fields: You can select up to 10 custom fields per entity. Review your selections for Order, Contact, and Company separately.