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Custom Objects.

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.

3 min read614 words12 explained imagesUpdated Wed, 4 Mar at 4:56 AM
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On this page
  1. Feature 1: Creating a New Custom Object Record
  2. Feature 2: Updating an Existing Custom Object Record
  3. Feature 3: Managing Related Objects
  4. Feature 4: Deleting a Custom Object Record
  5. Feature 5: Importing Custom Object Records
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.

TABLE OF CONTENTS

Feature 1: Creating a New Custom Object Record

Feature 1: Creating a New Custom Object Record (image 1 of 12) What this shows Feature 1: Creating a New Custom Object Record Feature 2: Updating an Existing Custom Object Record Feature 3: Managing Related Objects… What this shows Illustrates the "Feature 1: Creating a New Custom Object Record" section of "Creating and Updating Custom Object Records". 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. Image 1 of 12 What this coversFeature 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
Buttons and menus referenced Navigate to the relevant custom objectPetsCarsClick "Add" to Create a New RecordAddFill in the Required FieldsSave the RecordSaveSave and Add Another
Next stepTo create a new custom object record, follow these steps:
All 4 steps in this 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… What this shows Step 1 of 1: In the form that appears, enter the value for the primary field for that object. What this shows Shows what to fill in for step 1 of 1 in the "Feature 1: Creating a New Custom Object Record" section of "Creating and Updating Custom Object Records". 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. Step 1 of 1Image 2 of 12 What to fill inIn the form that appears, enter the value for the primary field for that object.
      Buttons and menus referenced Navigate to the relevant custom objectPetsCarsClick "Add" to Create a New RecordAddFill in the Required FieldsSave the RecordSaveSave 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

Feature 2: Updating an Existing Custom Object Record

Feature 2: Updating an Existing Custom Object Record (image 3 of 12) What this shows You can only add values for the primary fields while creating a custom object record What this shows Illustrates the "Feature 2: Updating an Existing Custom Object Record" section of "Creating and Updating Custom Object Records". 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. Image 3 of 12 What this coversYou can only add values for the primary fields while creating a custom object record
Buttons and menus referenced Open the Custom Object RecordEdit the Required FieldsEditSave ChangesSaveCancel
Next stepTo update a record, follow these steps:
All 3 steps in this 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.
Feature 3: Managing Related Objects (image 4 of 12) What this shows Open the Custom Object Record: Edit the Required Fields: Save Changes: What this shows Illustrates the "Feature 3: Managing Related Objects" section of "Creating and Updating Custom Object Records". 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. Image 4 of 12 Where to goOpen the Custom Object Record: Edit the Required Fields: Save Changes:
Fields in this part of the guide Associate New Records:
Buttons and menus referenced Related ObjectsAddAssociate New RecordsAssociate
Next stepLearn more about associations here
All 2 steps in this 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.

Feature 4: Deleting a Custom Object Record

Feature 4: Deleting a Custom Object Record (image 5 of 12) What this shows Navigate to the "Related Objects" Section: Associate New Records: What this shows Illustrates the "Feature 4: Deleting a Custom Object Record" section of "Creating and Updating Custom Object Records". 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. Image 5 of 12 Where to goNavigate to the "Related Objects" Section: Associate New Records:
Buttons and menus referenced Open the RecordClick on the Kebab (Three Dots) MenuSelect "Delete"Delete Record
Next stepIf you need to delete a custom object record, follow these steps:
All 3 steps in this 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… What this shows Step 1 of 8: Open Custom Objects in your sub-account and select the Custom Object you want to import records into. What this shows Shows where to go for step 1 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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). Step 1 of 8Image 6 of 12 Where to goOpen Custom Objects in your sub-account and select the Custom Object you want to import records into.
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced Custom ObjectsImportCreate &Update.dedupe unique fieldPrimary/Required fieldsOwnerFollowersUpdate empty valuesStart Import
    Next stepClick Import (top right).
    All 8 steps in this 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) What this shows Step 2 of 8: Click Import (top right). What this shows Shows what to click for step 2 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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. Step 2 of 8Image 7 of 12 What to clickClick Import (top right).
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced ImportCustom ObjectsCreate &Update.dedupe unique fieldPrimary/Required fieldsOwnerFollowersUpdate empty valuesStart Import
    Next stepSelect objects to start importing.
    All 8 steps in this 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 What this shows Step 3 of 8: Select objects to start importing. What this shows Shows what to choose for step 3 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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. Step 3 of 8Image 8 of 12 What to chooseSelect objects to start importing.
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced Custom ObjectsImportCreate &Update.dedupe unique fieldPrimary/Required fieldsOwnerFollowersUpdate empty valuesStart Import
    Next stepChoose an import mode: Create & Update.
    All 8 steps in this 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 What this shows Step 4 of 8: Choose an import mode: Create & Update. What this shows Shows what to choose for step 4 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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). Step 4 of 8Image 9 of 12 What to chooseChoose an import mode: Create & Update.
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced Create &Update.Custom ObjectsImportdedupe unique fieldPrimary/Required fieldsOwnerFollowersUpdate empty valuesStart Import
    Next stepIf prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
    All 8 steps in this 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… What this shows Step 5 of 8: If prompted, select the dedupe unique field (only appears when multiple unique fields are mapped). What this shows Shows what to choose for step 5 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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. Step 5 of 8Image 10 of 12 What to chooseIf prompted, select the dedupe unique field (only appears when multiple unique fields are mapped).
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced dedupe unique fieldCustom ObjectsImportCreate &Update.Primary/Required fieldsOwnerFollowersUpdate empty valuesStart Import
    Next stepMap your fields:
    All 8 steps in this 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) What this shows Step 2 of 2: Then map additional fields (including Owner and Followers, if needed) What this shows Shows what this covers for step 2 of 2 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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. Step 2 of 2Image 11 of 12 What this coversThen map additional fields (including Owner and Followers, if needed)
      Fields in this part of the guide Map your fields:Map Primary/Required fields first
      Buttons and menus referenced OwnerFollowersCustom ObjectsImportCreate &Update.dedupe unique fieldPrimary/Required fieldsUpdate empty valuesStart Import
      All 2 steps in this 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… What this shows Step 7 of 8: Enable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply). What this shows Shows what this covers for step 7 of 8 in the "Feature 5: Importing Custom Object Records" section of "Creating and Updating Custom Object Records". 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. Step 7 of 8Image 12 of 12 What this coversEnable Update empty values if your use case requires applying blank values during update imports (primary/required exclusions still apply).
    Fields in this part of the guide Map your fields:Map Primary/Required fields first
    Buttons and menus referenced Update empty valuesCustom ObjectsImportCreate &Update.dedupe unique fieldPrimary/Required fieldsOwnerFollowersStart Import
    Next stepClick Start Import.
    All 8 steps in this 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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