Custom Fields and Identifiers

Custom fields let you create new fields to capture more information about your customers. Custom identifiers give you the flexibility to match customers in Payabli using the conventions you already use.

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Manage custom fields

To add a custom field in the UI:

1. Navigate to Settings > Custom Fields.
2. Click Add custom field.
3. Enter the field’s name.

You can now use this field to capture additional information about your customers, or use the field as a custom identifier.

To delete a custom field, click trash icon.

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Custom identifiers

Payabli recommends using the system-generated customerId field to identify customers for ease of integration and consistency. However, you can configure custom identifiers, which lets you decide which customer profile fields to use to uniquely identify and associate customer records and payments.

Custom identifiers cascade from org parent to child entities, so you can set them at the organization level and have them apply to all child paypoints. This is useful if you want to use a specific field across all your customers, such as email or clientId.

For example. if your company uses the customer’s email address as their unique identifier, you can choose email as the identifier. If your organization prefers to identify customers by a field called clientId, you can create that custom field in Payabli and set it as an identifier. This means that every API call that involves a customer must include the clientID because Payabli uses that field to search for customers.