# Creating and Updating Custom Object Records

> Learn how to create and update Custom Object records in GHL Customer Care. Add, edit, and delete records, manage fields, and keep data organized across your CRM.

- Source: https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/creating-and-updating-custom-object-records
- Section: Custom Objects. / Getting Started with Custom Objects
- Reading time: 3 min
- Images: 12, each explained below
- Modified on Wed, 4 Mar at 4:56 AM

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This support document provides a detailed guide on how to create and update custom object records within the platform. If you're managing various custom objects like pets, cars, or any other custom data entities, this guide will walk you through the necessary steps to effectively manage your custom object records.

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**TABLE OF CONTENTS**

-   [Feature 1: Creating a New Custom Object Record](#feature-1-creating-a-new-custom-object-record)
-   [Feature 2: Updating an Existing Custom Object Record](#feature-2-updating-an-existing-custom-object-record)
-   [Feature 3: Managing Related Objects](#feature-3-managing-related-objects)
-   [Feature 4: Deleting a Custom Object Record](#feature-4-deleting-a-custom-object-record)
-   [Feature 5: Importing Custom Object Records](#feature-5-importing-custom-object-records)

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## **Feature 1: Creating a New Custom Object Record**

![Feature 1: Creating a New Custom Object Record (image 1 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035098979/original/CpnSpUFrXsTM17wkj2AjFgfRCy-w2U6kHw.png)

**Feature 1: Creating a New Custom Object Record (image 1 of 12)**

This screenshot appears in the "Feature 1: Creating a New Custom Object Record" section of "Creating and Updating Custom Object Records". The text alongside this image reads: Feature 1: Creating a New Custom Object Record Feature 2: Updating an Existing Custom Object Record Feature 3: Managing Related Objects Feature 4: Deleting a Custom Object Record Feature 5: Importing Custom Object Records. Immediately after, the guide continues: To create a new custom object record, follow these steps.
- What this covers: Feature 1: Creating a New Custom Object Record Feature 2: Updating an Existing Custom Object Record Feature 3: Managing Related Objects Feature 4: Deleting a Custom Object Record Feature 5: Importing Custom Object Records
- Controls: Navigate to the relevant custom object, Pets, Cars, Click "Add" to Create a New Record, Add, Fill in the Required Fields, Save the Record, Save, Save and Add Another
- Next: To create a new custom object record, follow these steps:

Full procedure:

1. Navigate to the relevant custom object:
2. Click "Add" to Create a New Record:
3. Fill in the Required Fields:
4. Save the Record:

To create a new custom object record, follow these steps:

1.  **Navigate to the relevant custom object**:
    
    -   In the left-hand navigation panel, select the custom object type (e.g., **Pets**, **Cars**, etc.).
2.  **Click "Add" to Create a New Record**:
    
    -   On the top right corner of the screen, click on the **Add** button (e.g., “Add Pet”).
3.  **Fill in the Required Fields**:
    
    -   In the form that appears, enter the value for the primary field for that object.
        
        
![Step 1 of 1: In the form that appears, enter the value for the primary field for…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035098877/original/Mw-N7ZvPcqPCJ6HmfNwjKVFzghxghKg8Ng.png)

**Step 1 of 1: In the form that appears, enter the value for the primary field for…**

This screenshot accompanies step 1 of 1 in the "Feature 1: Creating a New Custom Object Record" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you in the form that appears, enter the value for the primary field for that object.
- What to fill in: In the form that appears, enter the value for the primary field for that object.
- Controls: Navigate to the relevant custom object, Pets, Cars, Click "Add" to Create a New Record, Add, Fill in the Required Fields, Save the Record, Save, Save and Add Another

        
4.  **Save the Record**:
    
    -   Once the required information is added, click **Save**.
    -   Optionally, you can choose **Save and Add Another** to create additional records without leaving the form.

You can only add values for the primary fields while creating a custom object record

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## **Feature 2: Updating an Existing Custom Object Record**

![Feature 2: Updating an Existing Custom Object Record (image 3 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035098927/original/cT6kEhWA5_G9IM3jlrqLwDkLbLdcpVKxRg.png)

**Feature 2: Updating an Existing Custom Object Record (image 3 of 12)**

This screenshot appears in the "Feature 2: Updating an Existing Custom Object Record" section of "Creating and Updating Custom Object Records". The text alongside this image reads: You can only add values for the primary fields while creating a custom object record. Immediately after, the guide continues: To update a record, follow these steps.
- What this covers: You can only add values for the primary fields while creating a custom object record
- Controls: Open the Custom Object Record, Edit the Required Fields, Edit, Save Changes, Save, Cancel
- Next: To update a record, follow these steps:

Full procedure:

1. Open the Custom Object Record:
2. Edit the Required Fields:
3. Save Changes:

To update a record, follow these steps:

1.  **Open the Custom Object Record**:
    
    -   Navigate to the list of custom objects and locate the record you wish to update.
    -   Click on the record name to open its details.
2.  **Edit the Required Fields**:
    
    -   Click the **Edit** button to make changes to the object.
    -   Update fields such as text, numeric values, dropdowns, etc., based on the changes you need to apply.
3.  **Save Changes**:
    
    -   After making the necessary updates, click the **Save** button to apply changes.
    -   Alternatively, click **Cancel** if you do not wish to save the changes.

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## **Feature 3: Managing Related Objects**

![Feature 3: Managing Related Objects (image 4 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035098973/original/upM-aGA3vO9a6A1BE9cU6A8grLZ2PArEgg.png)

**Feature 3: Managing Related Objects (image 4 of 12)**

This screenshot appears in the "Feature 3: Managing Related Objects" section of "Creating and Updating Custom Object Records". The text alongside this image reads: Open the Custom Object Record: Edit the Required Fields: Save Changes. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Learn more about associations here.
- Where to go: Open the Custom Object Record: Edit the Required Fields: Save Changes:
- Fields: Associate New Records:
- Controls: Related Objects, Add, Associate New Records, Associate
- Next: Learn more about associations here

Full procedure:

1. Navigate to the "Related Objects" Section:
2. Associate New Records:

Learn more about associations here

For some custom objects, you may want to associate other records like contacts, products, or houses with them. Here’s how you can manage those associations:

1.  **Navigate to the "Related Objects" Section**:
    
    -   Open the object record and locate the **Related Objects** section.
    -   Click **Add** next to the object you want to associate (e.g., Contacts, Products).
2.  **Associate New Records**:
    
    -   Search for the related record (e.g., a contact) you want to associate and click **Associate** to link it to the custom object.

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## **Feature 4: Deleting a Custom Object Record**

![Feature 4: Deleting a Custom Object Record (image 5 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035098951/original/lOMNqeNc5GsQzhD_5D7guIjDsgxdq8Cfpg.png)

**Feature 4: Deleting a Custom Object Record (image 5 of 12)**

This screenshot appears in the "Feature 4: Deleting a Custom Object Record" section of "Creating and Updating Custom Object Records". The text alongside this image reads: Navigate to the "Related Objects" Section: Associate New Records. Immediately after, the guide continues: If you need to delete a custom object record, follow these steps.
- Where to go: Navigate to the "Related Objects" Section: Associate New Records:
- Controls: Open the Record, Click on the Kebab (Three Dots) Menu, Select "Delete", Delete Record
- Next: If you need to delete a custom object record, follow these steps:

Full procedure:

1. Open the Record:
2. Click on the Kebab (Three Dots) Menu:
3. Select "Delete":

If you need to delete a custom object record, follow these steps:

1.  **Open the Record**:
    
    -   Navigate to the record you wish to delete and open it.
2.  **Click on the Kebab (Three Dots) Menu**:
    
    -   In the record details view, click the kebab menu (three dots) on the top right.
3.  **Select "Delete"**:
    
    -   From the dropdown, click **Delete Record** to permanently remove the record.
    -   In the next confirmation modal, confirm the deletion.

Deleting a custom object is an irreversible change. Once deleted, a custom object record cannot be restored. 

## **Feature 5: Importing Custom Object Records**

To import Custom Object records using a CSV, follow these steps:

1.  Open **Custom Objects** in your sub-account and select the Custom Object you want to import records into.
    
    
![Step 1 of 8: Open Custom Objects in your sub-account and select the Custom Object…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066065774/original/rURyE1iwWflD_PUpiaQse66Y64S2cOB6Pg.png)

**Step 1 of 8: Open Custom Objects in your sub-account and select the Custom Object…**

This screenshot accompanies step 1 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you open Custom Objects in your sub-account and select the Custom Object you want to import records into. This part of the guide covers 2 fields, listed below. The next step is to click Import (top right).
- Where to go: Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Custom Objects, Import, Create &, Update., dedupe unique field, Primary/Required fields, Owner, Followers, Update empty values, Start Import
- Next: Click Import (top right).

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.  <- this image
2. Click Import (top right).
3. Select objects to start importing.
4. Choose an import mode: Create & Update.
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
8. Click Start Import.

    
2.  Click **Import** (top right).
    
    
![Step 2 of 8: Click Import (top right)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066065600/original/UIMsXatm_JyFA7sfVL9VwolmksI0EKlQgQ.png)

**Step 2 of 8: Click Import (top right)**

This screenshot accompanies step 2 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you click Import (top right). For context, this section explains: To import Custom Object records using a CSV, follow these steps. This part of the guide covers 2 fields, listed below. The next step is to select objects to start importing.
- What to click: Click Import (top right).
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Import, Custom Objects, Create &, Update., dedupe unique field, Primary/Required fields, Owner, Followers, Update empty values, Start Import
- Next: Select objects to start importing.

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
2. Click Import (top right).  <- this image
3. Select objects to start importing.
4. Choose an import mode: Create & Update.
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
8. Click Start Import.

    
3.  Select objects to start importing.
    
    
![Step 3 of 8: Select objects to start importing](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066065232/original/zaZPN74OlyQ5g-HV8ifGUAEBsN0PLYQ4Gw.png)

**Step 3 of 8: Select objects to start importing**

This screenshot accompanies step 3 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you select objects to start importing. For context, this section explains: To import Custom Object records using a CSV, follow these steps. This part of the guide covers 2 fields, listed below. The next step is to choose an import mode: Create & Update.
- What to choose: Select objects to start importing.
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Custom Objects, Import, Create &, Update., dedupe unique field, Primary/Required fields, Owner, Followers, Update empty values, Start Import
- Next: Choose an import mode: Create & Update.

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
2. Click Import (top right).
3. Select objects to start importing.  <- this image
4. Choose an import mode: Create & Update.
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
8. Click Start Import.

    
4.  Choose an import mode: **Create &** **Update.**
    
    
![Step 4 of 8: Choose an import mode: Create & Update](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066065429/original/5fGsoLWs8irXuFFaDil3tdUvPgkeKfSHww.png)

**Step 4 of 8: Choose an import mode: Create & Update**

This screenshot accompanies step 4 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you choose an import mode: Create & Update. For context, this section explains: To import Custom Object records using a CSV, follow these steps. This part of the guide covers 2 fields, listed below. The next step is to if prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
- What to choose: Choose an import mode: Create & Update.
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Create &, Update., Custom Objects, Import, dedupe unique field, Primary/Required fields, Owner, Followers, Update empty values, Start Import
- Next: If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
2. Click Import (top right).
3. Select objects to start importing.
4. Choose an import mode: Create & Update.  <- this image
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
8. Click Start Import.

    
5.  If prompted, select the **dedupe unique field** (only appears when multiple unique fields are mapped).
    
    
![Step 5 of 8: If prompted, select the dedupe unique field (only appears when…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066065098/original/T8NBcPtgyGTdyLgLJrTj_5Tu5A2vD4Yw8w.png)

**Step 5 of 8: If prompted, select the dedupe unique field (only appears when…**

This screenshot accompanies step 5 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you if prompted, select the dedupe unique field (only appears when multiple unique fields are mapped). This part of the guide covers 2 fields, listed below. The next step is to map your fields.
- What to choose: If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: dedupe unique field, Custom Objects, Import, Create &, Update., Primary/Required fields, Owner, Followers, Update empty values, Start Import
- Next: Map your fields:

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
2. Click Import (top right).
3. Select objects to start importing.
4. Choose an import mode: Create & Update.
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).  <- this image
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
8. Click Start Import.

    
6.  Map your fields:
    
    -   Map **Primary/Required fields** first
        
    -   Then map additional fields (including **Owner** and **Followers**, if needed)
        
        
![Step 2 of 2: Then map additional fields (including Owner and Followers, if needed)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066064856/original/KKUgprH5g-oxMfptQen1ATJ6REsMcsS47w.jpeg)

**Step 2 of 2: Then map additional fields (including Owner and Followers, if needed)**

This screenshot accompanies step 2 of 2 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you then map additional fields (including Owner and Followers, if needed). This part of the guide covers 2 fields, listed below.
- What this covers: Then map additional fields (including Owner and Followers, if needed)
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Owner, Followers, Custom Objects, Import, Create &, Update., dedupe unique field, Primary/Required fields, Update empty values, Start Import

Full procedure:

1. Map Primary/Required fields first
2. Then map additional fields (including Owner and Followers, if needed)  <- this image

        
7.  Enable **Update empty values** if your use case requires applying blank values during update imports (primary/required exclusions still apply).
    
    
![Step 7 of 8: Enable Update empty values if your use case requires applying blank…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066066159/original/ehIpY0AMaOwb4bcZe_gW6Ydf9-QeB7ohbg.png)

**Step 7 of 8: Enable Update empty values if your use case requires applying blank…**

This screenshot accompanies step 7 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". At this point in the walkthrough you enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply). This part of the guide covers 2 fields, listed below. The next step is to click Start Import.
- What this covers: Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
- Fields: Map your fields:, Map Primary/Required fields first
- Controls: Update empty values, Custom Objects, Import, Create &, Update., dedupe unique field, Primary/Required fields, Owner, Followers, Start Import
- Next: Click Start Import.

Full procedure:

1. Open Custom Objects in your sub-account and select the Custom Object you want to import records into.
2. Click Import (top right).
3. Select objects to start importing.
4. Choose an import mode: Create & Update.
5. If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
6. Map your fields:
7. Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).  <- this image
8. Click Start Import.

    
8.  Click **Start Import**.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com