Pull CRM data into Paycove
Can’t find the CRM data you’d like to add in our list of Liquid variables? To add a new field to your quotes and invoices, you’ll first have to add the new field in your CRM then pull that information into Paycove.
You can add these custom fields at the template level to be applied to multiple quotes/invoices, or use them right away for a single quote or invoice.
Note: Keep in mind that this article describes how to pull data from your CRM into Paycove. If you would like to know how to push data from Paycove into your CRM, read this article or watch this video.
Adding Custom Fields in your CRM
If you’re using HubSpot, you’ll need to add a property in your settings. If you’re using Pipedrive, you’ll have to add a custom field by going to customize settings.
Importing Custom Fields to Paycove
Once you’ve added the new field in your CRM and clicked Sync CRM Data in Paycove, you should see your new field generated under Custom Fields in your Paycove Settings. Here, you’ll be able to see all the fields available for deals, contacts, organizations, and owners. Your custom fields will appear at the bottom of this list.
Using Custom Fields in a Quote or Invoice
Open either your template editor or an individual quote/invoice.
Then click on the Liquid variables link to see all available CRM fields.
Scroll down towards the end of the page to see your new custom fields. Any time a custom field is created, it will show up at the bottom of the custom variables table.
Note: If you don't see the newly created field in Paycove, click the Sync your CRM Fields button
Adding the Fields to a Template
Copy / paste this syntax into the section of your quote or invoice that you'd like to display the data in. Click Save to save changes.
On your quote or invoice, the liquid syntax will now be replaced with the data from the field in your CRM.
Note: If there is no data for this field in your CRM, then it will display as a blank space on your quote or invoice.
Custom Product Fields
Some CRMs allow you to add custom fields describing the products used on your quotes and invoices. You may have additional fields for product specifications such as size, color, or type. To use custom product fields on your invoices, use the following steps.
Note: Custom product fields are only supported with CRM Products, not Paycove Products.
Step 1:
Create your custom product fields in your CRM.
In this example, you can see our custom fields listed here in the product details. Check with your CRM for details on making custom fields.
Step 2:
Scroll down on your Custom Fields page and choose to display the custom product fields.
Step 3:
Once your custom fields are selected, you can go to your template and choose to display the fields on your product table.
Note that custom product fields appear at the bottom of this box. Save any changes and the field should appear on your invoice.
For more advanced customization using Liquid watch the Custom Fields video posted in the beginning of the article or explore the liquid documentation here.
Important Note on Dates and Times in HubSpot
HubSpot and Paycove keeping track of time in different ways (seconds vs. milliseconds). So when creating a custom field with a date, use the formatting shown below. You can simply copy and paste this code, but switch out the name for whatever the name of your custom variable is. The example below is the variable for a performance period.
{{deal.license_start_date | slice: 0, 10 | date: "%d.%m.%y"}}