What are custom fields?
Custom fields allow you to store additional information on your identities beyond the standard fields like username, password, etc. With custom fields, you can add custom text, notes, addresses, dates, and URLs to identities. Custom fields allow you to customize your identities with any extra data you need for your specific use cases, and you can add as many as you want to your identities.
How to use custom fields
Adding custom fields manually
To add a custom field to an identity:
- Open the identity details panel in the dashboard or mobile app.
- Scroll down to the "Other Information" section.
- Click "Add new information."
- Select the type of information you want to add - custom text, address, date, URL, etc.
- Enter a label and the appropriate information for that field. For example, for a custom date you would enter a label like "Expiration" and then select a date.
- You can mark the field as containing sensitive information. This will hide it by default.
- Click Save. The new custom field will now be added to the identity.
You can add multiple custom fields of different types to identities. To edit or delete a custom field, click the menu icon next to it and select the appropriate option.
Using custom fields during CSV import
You can also import custom fields along with identities via a CSV file. Here's how:
- Prepare your CSV file with columns containing the custom field data you want to import. For example, you may have columns for "SSN", "DOB", "Expiration Date", etc.
- When importing the CSV file, on the "Choose Labels" screen first map the custom field columns to the appropriate field type, like Date or Custom Text. Then You can map multiple columns to the same field type. For example, you could map 3 different columns as Addresses. Finally the field will be automatically added to imported identities with a default name based on the field type.
- Complete the import process. The identities will now contain the mapped custom fields.
- You can rename or edit the custom fields within each identity after import if desired.
Properly formatting custom field data columns in your CSV is important to ensure successful import. For example, dates should be in YYYY-MM-DD format. The importer will attempt to auto-correct issues with data formatting when possible.