How to add custom fields for customers and mass upload customer names in Peakflo?

You can upload your customer names and add custom fields too in Peakflo by following this article steps.

Before getting started, ensure you've invited your team members and assigned them admin or account manager roles. Check out this article to learn how to add users: How to invite users and assign roles in Peakflo?

 

Table of Content

1. Add Custom Fields for Customer
2. Add Few Customers
3. Mass Upload Customer Details

---

Add Custom Fields for Customers

1. Go to "Settings" and click on "Custom Fields" under general settings.
   
   
   
   
2. Click the blue "Add New" button at the top right.
   
   
   
   
3. Once a popup appears, fill out the following fields:
   
   Name: The name of the custom field or the detail you'd like to add when managing customers. It could be "Beneficiary country", "reference number", and so on.
   
   
   Type: Set how the data should be filled by your internal teams, such as in the form of input, number, list, multi-list, multi file, or date.
   
   
   The difference between a list and a multi-list is that for lists, only one item from the list of items can be chosen whereas for a multi-list more than one item from the list can be chosen.
   
   If you select the Multi File input field, it will give you the option to upload multiple attachments. 
   
   For example, if it's a list or a multi-list, you'll need to provide the first, second, third item, or more.
4. Click on the Add Item button to add more items.
   
   
5. Description: Describe the purpose of the custom field to help your internal teams understand how to fill it out. 
   
   
   
   
6. Now click on the Visibility tab and tick where you'd like the custom fields to appear for invoices.
   
   1. Visible: Visible as a field in the edit form
   2. Always Mandatory: Mandatory to fill out in edit form
   3. Visible on table: only visible in the table view in the Customers tab.

Similarly you can create multiple custom fields at customer level. 

---

Follow these steps if you have fewer customer names to upload

 

 

In case you don't currently use any accounting software and want to add your customers to Peakflo one by one, you can upload their data in a few simple steps. We suggest this option for users who wish to start using Peakflo with fewer customers.

1. Go to Customers under Accounts Receivable and click Add New.

In the table view, you can see that the custom field is now visisble.

2. In the Add customer box info tab, enter your customer's info details. 
You will also see the custom field you added in the Additional Info section.

3. Once you’ve entered the customer info details, please move to the Address tab, enter their address details, and click Save.

---

Follow these steps if you have a high volume of customer names to upload

 

 

1.  Download a copy of the customer upload template in .XLSX or .CSV format and fill in the details required.

2. Add the details of the custome fields too.

2. Once you've entered all the details, delete the mandatory and the field description column. Your spreadsheet should be like this.

3. Next, go to Settings -> Upload Customer Contacts and click Mass Upload Customer Contacts to upload your spreadsheet.

4. After uploading the customer file, if the status is displayed as Completed with errors, click on the line item to view the list of errors.

5. In the Upload details box, you will come across the list of errors and their line numbers for easy identification of the spreadsheet.

6. Once you’ve fixed the errors, re-name and re-upload the file to complete a successful customer file upload which will be marked with the status Completed.