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Mapping Upsales custom fields to Oneflow data fields

You can now map Upsales custom fields to Oneflow data fields.

Set up Upsales custom fields

Special notes:
  • You need to be an administrator in Upsales to access the App and Custom field settings.
  • You can select up to 5 custom fields of any type per the following entities: order, contact, and company.

To create a custom field in Upsales, please follow the steps below: 

  1. In Upsales, navigate to Settings > CRM > Fields, choose an entity and create the custom fields you would like to sync.
  2. Navigate to Settings > App directory and choose Oneflow in the applications list.
  3. Go to the Settings tab and enter the Oneflow app settings.
  4. Scroll down to find the Custom fields to sync / Customfält att synka section. 
    The section displays 5 input fields per the following entities:
    - Order
    - Contact
    - Company.
    Select the custom field/s that you created in the previous step and click Save.
  5. The custom fields you selected in Upsales should now be available as data fields in Oneflow.
    Here you can read more about connecting and using the data fields in a Oneflow template.

Hjälpte det här svaret? Ja Nej

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