Integrator — Custom Data
Custom Data tables live inside the platform. In v2 you create tables from the landing screen, edit in the Custom Data model editor, and browse rows in a workspace with Saved views and Board. Why choose Custom Data over external spreadsheets — compared to other approaches; module basics — What is Custom Data.
Table of contents
Goals and scenarios
Creating tables
Goal — create a table (directory, requests, CSAT) from a starter, scratch, AI, or import.
- Create a table → ./how-to/create-model.md
- Use model starters → ./how-to/use-model-starters.md
- Use Ask AI → ./how-to/use-ask-ai-for-custom-data.md
- Edit a table → ./how-to/edit-model.md
- Create a record card group (inline in editor) → ./how-to/create-group.md
Fields and types
Goal — semantic field types, system references, table and card display.
- Configure field type → ./how-to/configure-field-type.md
- List by API (ActionJail) → ./how-to/configure-select-api-field.md
- Configure system field types → ./how-to/configure-system-field-types.md
- Configure field display → ./how-to/configure-field-display.md
- Semantic field types reference → ./reference/semantic-field-types-reference.md
- Add field to model → ./how-to/add-field-to-model.md
Import and export
Goal — load or export data with preview and append / clear modes.
- Import from file → ./how-to/import-data-from-file.md
- Import from Google Sheets → ./how-to/import-from-google-sheets.md
- Export data → ./how-to/export-model-data.md
Working with rows (v2 workspace)
Goal — browse, filter, board, bulk actions.
- View records → ./how-to/view-model-records.md
- Saved views → ./how-to/use-saved-views.md
- Kanban / Board → ./how-to/use-kanban-view.md
- Row highlighting → ./how-to/configure-row-highlighting.md
- Bulk edit → ./how-to/bulk-edit-records.md
- Row macros → ./how-to/use-row-macros.md
- Trash and restore tables → ./how-to/use-trash-and-restore-records.md
Processes and integrations
Goal — connect tables to bots and external scenarios.
- Process usage tab → ./how-to/use-scenario-tab-on-model.md
- Save data from scenario → ./how-to/save-data-from-scenario.md
- custom_modules__set / get / search → set, get, search
- Association between tables → ./how-to/create-association-between-tables.md
- Extend client contacts → ./how-to/extend-client-contacts.md
Patterns and reference
- Why Custom Data is stronger → ./explanation/custom-data-vs-other-approaches.md
- Large tables → ./explanation/how-large-custom-data-tables-work.md
- Patterns and examples → ./explanation/custom-data-patterns-and-examples.md
- Advanced cases → ./explanation/advanced-custom-data-cases.md
- Advanced model options → ./reference/advanced-model-options-reference.md
Where to work in the UI
Menu → Custom Data
- Tables (sidebar) — table list, Saved views, Create table
- Landing
/templates— Starters, From scratch, Ask AI, From file - Records table — Filter, Sort, Table / Board
- Custom Data model editor — fields, Field display, Process usage
- Data import — wizard with preview
- Custom Data models → Trash — restore deleted tables
There is no separate Groups tab: table Group is in Model metadata; record card groups are on Field display.