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Documentation Index

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

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A Customer custom field captures attributes specific to your account base — for example, a customer type, a regulatory ID, an account manager assignment, or a sales region. The field appears on every customer record, can be filtered in customer views, and most importantly, syncs to your CRM, where customer master-data typically lives. This guide walks through the full lifecycle in three steps.
You must have the Admin role with Data → Read & Write authorized. CRM mapping additionally requires Developers access.

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What you’ll build

In this example, you’ll add two custom fields used to qualify customers:
FieldTypePurpose
Customer typeTextProspect, Key Account, Partner, Reseller
VAT numberTextLegal tax ID for cross-border invoicing
Both will be editable by sales reps, not displayed to the customer (these are internal qualifiers, not buyer-facing data), and synced bidirectionally with your CRM since customer master-data is shared across both systems.

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Step 1: Create the field in the Data model

1

Open Data model

Go to Settings → Data → Data model and click the Customer object.
2

Click + New

In the top right of the field list, click + New to open the field creation form.
3

Fill in General Information for Customer type

  • Name: Customer type
  • API Name: Qwoty generates customer_type. Edit if you need a different identifier.
  • Data Type: pick Text
4

Save and repeat

Click Save, then create VAT number with type Text the same way.
Two new fields appear in the Customer object’s field list with the Custom badge.

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Step 2: Configure the field on the customer

Like Product, Customer custom fields appear on every customer record once enabled — they’re not gated by a template.
1

Open a customer

Navigate to Customers and open any customer record (or create a new one). The new fields appear in the customer’s detail view.
2

Find the Custom Fields section

Scroll to the Custom Fields section. Both fields appear with a toggle and three checkboxes.
3

Activate the toggle

Click the toggle for each field to turn it on.
4

Configure the properties

For our customer-qualification use case:
  • Mandatory: check for Customer type (segmentation should always be filled), uncheck for VAT number (only relevant for B2B / cross-border)
  • Editable by sale ✓ — sales reps maintain customer qualifications during onboarding
  • Display for customer — leave unchecked. These are internal — the customer doesn’t need to see how you qualify them
5

Set values per customer

Enter the values for existing customers, or import the data via CSV if you have many. Customer fields are commonly bulk-populated when migrating from a legacy CRM.
6

Save the customer

Click Save.
Your customers carry the new fields. They flow into reporting (filterable in customer views) and become available for CRM sync.
Customer custom fields are the #1 use case for CRM sync. The CRM is typically the source of truth for customer master-data, and Qwoty needs the same view to make smart quoting decisions.
1

Open your CRM integration

Go to Settings → Developers → Integration and click your connected CRM.
2

Find the custom fields mapping section

Scroll to the customer mapping. The fields appear as Custom: Customer type and Custom: VAT number.
3

Pick a sync direction

For customer master-data, we strongly recommend:
  • Customer type → Bidirectional — both systems need the same segmentation, and either may be edited
  • VAT number → CRM → Qwoty — typically maintained by sales-ops in the CRM; Qwoty just needs to read it
Avoid Qwoty → CRM for customer master-data unless Qwoty really is the source of truth for that field (rare).
4

Select the matching CRM field

Pick the matching field on the CRM:
  • HubSpot: a Single-line text or Dropdown property on the Company object
  • Salesforce: a Picklist or Text field on Account
  • Pipedrive: a Single-option or Free-form field on Organization
Compatible types: Text → Text, Picklist, Dropdown.
5

Save changes

Click Save changes at the bottom of the page. Sync starts at the next cycle.
Customer types and VAT numbers now sync between Qwoty and your CRM. New customers added in either system appear in the other within seconds.

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Common Customer custom fields

Beyond type and VAT, here are fields that come up often:
FieldTypeSync direction (typical)
Account managerText (or future relation)Bidirectional
IndustryTextCRM → Qwoty
Annual revenueNumberCRM → Qwoty
Region / TerritoryTextBidirectional
NAICS / SIC codeTextCRM → Qwoty
Strategic flagText (or future boolean)Bidirectional
Last QBR dateDateCRM → Qwoty
When migrating from another CRM, first list every custom property on the customer/company object in that CRM, then create matching fields in Qwoty before importing customer data. The import will populate the fields automatically. See Import customers.

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Troubleshooting

Refresh the page. If still missing, check that the toggle is on in the Custom Fields section.
Check that the column header in your CSV matches the field’s API Name exactly (case-sensitive). See Import customers for the full column reference.
Qwoty’s Text type stores the value as-is. If your CRM sends Strategic, Renewal, Risk, Qwoty stores that whole string. Either parse the values in your CRM workflows before sync, or open multiple Text fields in Qwoty for each tag.
Bidirectional uses last-write-wins. If two users edit the same field in both systems within a sync window, the latest write wins. To avoid conflicts, decide which system is canonical for high-stakes fields and use one-way sync (CRM → Qwoty or Qwoty → CRM) instead.
Verify that CRM → Qwoty sync is active, that the CRM webhook fires (visible in Settings → Developers → Webhook), and that the integration has read access to the Company / Account object. New records typically appear within seconds.

Customers

Manage your customer base.

Import customers

Bulk-populate custom fields via CSV.

CRM mapping

All sync directions and compatibility rules.

CRM integration

Connect HubSpot, Salesforce, or Pipedrive.