Custom contact fields
Custom fields store data that does not fit name, phone, email and tags: birthday, city, plan, loyalty tier, whatever your business tracks.
Who can do this
- Owner
- Admin
Agents see the values on a contact but cannot define fields.
Add a field
SettingsContact fields → Add field.
Each field has:
- Label: what people see, for example "Birthday".
- Key: the storage key and the CSV column header. Generated from the label (lowercase, underscores) and worth keeping stable.
- Type: one of these.
| Type | Stores | Shown as |
|---|---|---|
| Text | Free text | Text box |
| Number | Numbers | Number box |
| Date | A date | Date picker |
| Select | One of a fixed list you define | Dropdown |
| Yes / No | True or false | Switch |
Reorder and edit
Use the up and down arrows on each row to change the order. The order here is the order the fields appear on the contact form, so put what your team fills in most at the top.
Edit changes the label, type or options. Delete removes the field and its stored values.
Import fields from Shopify
If a Shopify store is connected, an Import from Shopify button appears. It creates field definitions mapped to Shopify customer data, so those values fill themselves in when customers sync.
Shopify-sourced fields show a Shopify badge and are read-only on the contact form, with "Synced from Shopify" underneath. Editing them by hand would be overwritten on the next sync, so the app does not allow it.
Custom fields in CSV import and export
The field key is the CSV column header. Once a field exists, that column is recognised on import and included on export.
The built-in import columns are name, phone (required), email and tags
(semicolon-separated). See
import and export contacts.
Related
- Working with contacts
- The contact list, filters, bulk actions and the contact form.
- Shopify customer sync
- Bring Shopify customers into Contacts.