Adding and Editing Custom Tables

Simply put, custom tables are any object that we have integrated into ChurnZero that do not fall into the objects in a standard table. Custom table objects may include objects from your CRM (like opportunities, contracts, and assets) or any data from supplemental integrations (like support tickets, invoices, and contracts). Anything shown in the Custom Tables tab of an account or contact profile can be managed from the Custom Tables area in Admin. 

To add a new custom table: 

1. In the Admin space, go to Data > Custom Fields. 
2. To the right of the Custom Tables header, you'll see two buttons. Click on the one you want:
    
   1. Create Custom Table: This allows you to create a new ChurnZero-only custom table. This will not be connected to any of our out-of-the-box integrations. The most common use for a custom table is for development teams sending data from a system we don't integrate with, like homegrown licensing or financial systems. You can also set up ChurnZero-only tables that allow users to manually add records using the interface. 
   2. Create Connected Table: This allows you to add an additional table of data for any system you're already integrated with. (You can see this page for a complete list of integrations.) In parentheses at the end of the table name, you can see which system that table connects with. 
3. For new custom table records, fill out the following:
   
   • Name: The name that will appear for your table.
   • Description: An internal description that describes what the table is used for. 
   • Allow manual record creation: Enables the "Add Record" button throughout the app, which allows users to create new records.
4. Click the Create ChurnZero Field button to add fields to your custom table.
   • Hint: We recommend that you set up an Identifier field type. This is the unique identifier of a record (an Invoice ID, for example). Adding this will allow you to mass-update your custom table records by import.  This field is not editable.  A randomly generated ID will automatically be placed in the Identifier field. If you are mass importing to the table, you will need to provide an Identifier in the file.
   • You should also add an Account and/or Contact Reference field to your table. This tells us which account or contact with which to associate the record.  If you do not add a reference field, you will not be able to see the record on any account or contact profiles. For more information on adding fields to table: Manually Add Custom Table Records.

To edit a custom table: 

1. In Admin, go to Data > Custom Fields.
2. Under the Custom Tables header, find the table you want to edit.
3. Click on the actions menu to the right, then select Edit.
4. Edit the information you want to change, then click the Save button.

To re-order custom tables: 

The order that the tables are shown here will be the order that they are listed on the Account/Contact Profile, but you can reorder them from admin. 

1. In Admin, go to Data > Custom Fields.
2. Under the Custom Tables header, click the Reorder Tables button at the right.
   
3. Click on the table you want to move, drag it to the desired location, then drop it.
4. Click the Save button.