Integrator — Custom Data Scenarios Hub

A page for integrators designing models in Custom Data. Here you will create structures, attributes, groups, and import to quickly prepare data for scenarios. Below are instructions for each step: models, fields, import/export, and integration in scenarios.

Quick Overview

High-Level Goals and Scenarios
Where to Work in the Interface
Quick Links

High-Level Goals and Scenarios

Creating Models and Groups

Goal — design a structure for storing custom data unique to your business.

Create data model — how to create a new data structure with fields and types. → ./how-to/create-model.md
Edit model — how to add new fields or change the structure of an existing model. → ./how-to/edit-model.md
Create model group — how to organize models into logical groups for convenience. → ./how-to/create-group.md

Managing Attributes

Goal — configure model fields for efficient data storage and search.

Add field to model — how to add a new attribute with a defined data type. → ./how-to/add-field-to-model.md
Configure field type — how to select the correct data type for a field (text, number, date, etc.). → ./how-to/configure-field-type.md
Configure field display — how to configure name, icon, color, and other display parameters. → ./how-to/configure-field-display.md

Import and Export

Goal — quickly populate models with data from files or export for analysis.

Import data from file — how to upload data from CSV or Excel to a model. → ./how-to/import-data-from-file.md
Export model data — how to download model data to a file for analysis. → ./how-to/export-model-data.md

Scenario Configuration

Goal — integrate custom data into bot scenarios for automation.

Save data from scenario — how to automatically save user responses to a table. → ./how-to/save-data-from-scenario.md
Use custom_modules__set action — how to create a new record in a table through an action in a scenario. → ./how-to/use-custom-modules-set.md
Use custom_modules__get action — how to find and get a record from a table. → ./how-to/use-custom-modules-get.md
Use autocomplete search — how to allow users to select values from existing records. → ./how-to/use-custom-modules-search.md

Advanced Features

Goal — use additional Custom Data features for more complex scenarios.

Create association between tables — how to select data from one table in another. → ./how-to/create-association-between-tables.md
Extend Client contacts table — how to add additional fields to the Clients table. → ./how-to/extend-client-contacts.md
Use AI Magic — how to create or edit models using a text description. → ./how-to/use-ai-magic.md

Where to Work in the Interface

Main work with custom data happens in the Custom Data module:

Custom Data module: Apps -> Custom Data — here you create models, groups, and manage data.
"Create/Update" tab: for creating and editing data models.
"Groups" tab: for organizing models into groups.
"Data" tab: for viewing and managing records in models.
"Import" tab: for uploading data from files.