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Documentation Index

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A Product custom field captures attributes specific to your catalog — for example, hectares for an agricultural product, a certification level for a regulated good, or a technical capacity for industrial equipment. The field appears on every product record, can be filtered and sorted in catalog views, and optionally syncs to your CRM or ERP. 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 to a product catalog used by an agricultural cooperative:
FieldTypePurpose
HectaresNumberSurface area covered by the product (e.g., a fertilizer or seed)
Certification levelTextRegulatory or quality certification (e.g., Organic, AOC, ISO 9001)
Both will be editable by sales reps, and displayed to the customer so they can confirm the certification on their quote.

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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 Product 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 Hectares

  • Name: Hectares
  • API Name: Qwoty generates hectares. Edit if needed.
  • Data Type: pick Number
4

Save and repeat

Click Save, then create Certification level with type Text the same way.
Two new fields appear in the Product object’s field list with the Custom badge.
Custom fields on Product also appear in the Products CSV import mapping. When migrating data from an external system, your CSV columns can populate these fields automatically. See Import products.

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Step 2: Configure the field on the product

Custom fields on Product behave slightly differently from Quote: they’re not gated by a template — they appear directly on every product record once enabled.
1

Open a product

Navigate to Catalog & Products → Products and open any product (or create a new one). The new fields appear in the product’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. The toggle turns dark — the field is now active on this product.
4

Configure the properties

For our agricultural use case, check:
  • Mandatory: leave unchecked for Hectares (only relevant on land-related products) and checked for Certification level (always required for regulatory traceability)
  • Editable by sale ✓ — sales reps may need to override the value for special orders
  • Display for customer ✓ — both fields are part of the buyer’s commercial context
5

Set values per product

Enter the values: Hectares = 0.5 for a per-package fertilizer, Certification level = Organic for the eligible products. Repeat per record, or import the values via CSV if you have many products.
6

Save the product

Click Save.
Your products carry the new custom fields. They appear on quotes whenever the product is added as a line item.

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What the customer sees

When a sales rep adds the product to a quote and publishes the Dealroom, the buyer sees the certification level alongside the line item. This works without further configuration — as long as Display for customer is checked, the field travels with the product.

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Step 3: Sync with your CRM or ERP (optional)

Product custom fields often correspond to attributes already tracked in your ERP (for accounting and inventory) or in your CRM (for sales context).
1

Open the integration

Go to Settings → Developers → Integration and click your connected system (CRM or ERP).
2

Find the custom fields mapping section

Scroll to the products mapping. The fields appear as Custom: Hectares and Custom: Certification level.
3

Pick a sync direction

Open the direction dropdown for each field:
  • CRM → Qwoty — typical for product master-data: the ERP or PIM is the source of truth, Qwoty receives updates
  • Qwoty → CRM — when Qwoty is the catalog system of record
  • Bidirectional — when both systems need to stay in sync edit-for-edit
4

Select the matching field

Pick the field on the connected system. Compatible types:
  • Number → Number, Integer, Decimal, Currency
  • Text → Text, Picklist, Dropdown
5

Save changes

Click Save changes at the bottom of the page.
Your product fields now sync between Qwoty and your CRM or ERP. Updates propagate at the next sync cycle.

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Common Product custom fields

Beyond agriculture, here are patterns that come up often:
FieldTypeWhy
Technical capacityNumberPower, throughput, dimensions for industrial equipment
Certification numberTextRegulatory ID (CE marking, FDA, REACH)
Manufacturer SKUTextWhen your SKU differs from the manufacturer’s
Lead time (days)NumberDays from order to delivery — drives sales-rep promises
Ship classTextHazardous, fragile, oversized — feeds shipping logic
Min order quantityNumberEnforced at quote time
Datasheet URLTextLink to a full product spec PDF

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Troubleshooting

Refresh the page after creating the field. If still missing, check that the toggle is on in the Custom Fields section of the product.
Custom fields on Product travel with the product to the quote, but only if Display for customer is checked on the product. Activate the checkbox and republish the quote.
Check that the column header in your CSV matches the field’s API Name exactly (case-sensitive). See Import products for the full column reference.
Add the matching field on the CRM side first, then refresh the integration mapping section.

Field types

Pick the right type for your product attribute.

Import products

Bulk-populate custom fields via CSV.

Products

Manage your catalog of products.

CRM mapping

Sync directions and CRM field compatibility.