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Object Manager

The Object Manager is your central hub for configuring Statisfy’s data model. Manage fields across all entity types, set up products and dimensions, configure CRM sync, and create custom objects.

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Accessing Object Manager

Navigate to Settings > Object Manager (app.statisfy.com/settings?tab=object-manager). You need admin permissions to access this page.

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Entity Tabs

The Object Manager is organized by entity type. Select a tab at the top to manage that entity:
TabDescription
AccountsCustomer account fields
OpportunitiesDeal and opportunity fields
Projects/TasksProject and task fields (with per-task-type configuration)
PeopleContact and person fields
ActivityActivity and interaction fields (with per-activity-type configuration)
ProductProduct catalog and usage dimensions
Custom ObjectsUser-defined entity types

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Field Categories

Within each entity tab (except Product and Custom Objects), fields are organized into collapsible sections. Each section shows a badge with the field count.

Standard Fields

Built-in fields provided by Statisfy. These cannot be deleted or renamed, but you can configure visibility, mandatory status, and CRM mapping.

Statisfy Fields

Custom fields you’ve created to capture additional data specific to your business needs. Fully editable and deletable.

CRM Fields

Fields synced from your connected CRM (Salesforce, HubSpot, etc.). Grouped by source. Includes upstream sync toggle for bidirectional sync.

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Supported Field Types

TypeDescription
TextSingle-line text
Long TextMulti-line text area
NumberInteger values
FloatDecimal values
CurrencyMonetary values
PercentPercentage values
Percent RatioStored as decimal, displayed as percentage (e.g., 0.2 displays as 20%)
BooleanTrue/false toggle
DateDate values
URLWeb links
PicklistSingle-select dropdown with predefined options
Multi-PicklistMulti-select dropdown with predefined options
PillColor-coded labels (like tags)
ObjectNested fields (expandable in the UI)
LookupReference to another entity
Lookup ListList of references to another entity
Text ListList of text values

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Creating a Custom Field

  1. Select the entity tab (e.g., Accounts)
  2. Click + Create Field in the top-right corner
  3. Choose the field type
  4. Configure the field name, description, and options
  5. Click Save
The new field appears under the Statisfy Fields section.

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Editing a Field

Click the edit icon on any field to open the Edit Field dialog. The available options depend on the field type and whether it’s a standard, Statisfy, or CRM field.

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Options for Statisfy (Custom) Fields

SettingDescription
Display NameThe label shown in the UI
EditableWhether users can modify this field’s value on records
Upstream CRM FieldMap this field to a CRM field for inbound sync

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Options for CRM Fields

SettingDescription
Downstream Statisfy FieldMap this CRM field to a Statisfy custom field (CRM → Statisfy)

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Options for Opportunity and Projects/Tasks Fields

These entity types have additional field-level controls:
SettingDescription
HiddenHide the field from the UI entirely
MandatoryMake the field required (only applies when the field is editable and not hidden)
Filter ConditionsWhen mandatory is enabled, optionally define conditions for when the field is required (e.g., only mandatory for certain opportunity stages)

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Picklist and Pill Options

For picklist (dropdown) fields and pill (colored label) fields, the edit dialog includes an options editor where you can add, remove, and reorder the available choices. Pill options also support setting a custom color for each value.

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Formula Fields

Formula fields display an Edit Formula link in the edit dialog that navigates to a dedicated formula editor page.

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Deleting a Custom Field

  1. Click the delete icon on the Statisfy field you want to remove
  2. Confirm the deletion in the dialog
Deleting a custom field permanently removes it and all stored values across all records. Standard and CRM fields cannot be deleted.

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CRM Sync Configuration

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Upstream Sync Toggle

For CRM field sections (Salesforce, HubSpot), an upstream sync checkbox appears in the section header. This controls whether fields are synced from your CRM into Statisfy for that entity type.

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Field Mapping

You can map fields between Statisfy and your CRM in two directions:
  • Upstream CRM Field — On Statisfy custom fields, select which CRM field should populate this field (CRM → Statisfy)
  • Downstream Statisfy Field — On CRM fields, select which Statisfy custom field this CRM field should populate (CRM → Statisfy)

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Projects/Tasks and Activity: Sub-Type Configuration

For Projects/Tasks and Activity entities, fields can be configured per sub-type (e.g., per task type or per activity type). This allows you to:
  • Show or hide a field for specific task/activity types
  • Make a field mandatory only for certain types
  • Associate custom fields with specific sub-types

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Products & Dimensions

The Product tab has a dedicated interface for managing your product catalog and usage dimensions.

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Creating a Product

  1. Go to the Product tab
  2. Click + Create Product
  3. Fill in the product details:
FieldRequiredDescription
NameYesInternal identifier for the product (e.g., platform_pro)
Display NameNoHuman-readable label shown in the UI (e.g., “Platform Pro”)
Snapshot PeriodYesHow often usage data is captured — Daily, Weekly, Monthly, Quarterly, or Yearly
Date Column LabelNoLabel for the date column in product usage data. Auto-populated based on snapshot period
Date FormatNoFormat string for dates. Auto-populated based on snapshot period (e.g., %m/%Y for Monthly)
  1. Click Save
When you change the snapshot period, the date column label and date format are automatically updated to sensible defaults. You can override them if needed.

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Editing a Product

Click the pencil icon on a product card to open the edit dialog and update its settings.
The snapshot period configured on a product is used by CSV Import integrations. If you change it here, any linked CSV integrations will use the updated period.

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Managing Dimensions

Dimensions are measurable attributes associated with a product (e.g., active users, storage used, API calls). Each product card shows its dimensions below the product details.

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Adding a Dimension

  1. Click + Add Dimension on the product card
  2. Enter the dimension name
  3. Select the dimension type:
TypeDescription
NumericInteger or decimal values
StringText values
DateDate values
BooleanTrue/false values
PercentPercentage values (displayed with %)
Percent RatioStored as decimal, displayed as percentage (e.g., 0.2 → 20%)
  1. Configure display settings (see below)
  2. Click Save

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Dimension Display Configuration

When creating or editing a dimension, you can configure how values are displayed:
SettingApplies toDescription
Hide from WidgetAll typesHides this dimension from the product usage widget
Show % ChangeNumeric onlyShows period-over-period percentage change
Format CurrencyNumeric onlyFormats values as currency
SuffixAll (editable for non-percent)Appended to values (e.g., “users”, “GB”). Auto-set to ”%” for percent types
Date FormatDate onlyCustom date format string (e.g., %Y-%m-%d)

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Reordering Dimensions

Drag and drop dimensions using the grip handle to change their display order on the product usage widget.

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Dimension Visibility

Toggle the eye icon on a dimension to show or hide it from the product usage widget without deleting it.

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Custom Objects

Custom objects let you create entirely new entity types beyond the standard ones. Creating a Custom Object:
  1. Navigate to the Custom Objects tab
  2. Click Create Custom Object
  3. Define the object name and description
  4. Add fields to capture relevant data
  5. Save the custom object
Custom objects appear in the navigation and can be used in views, filters, and workflows.
Custom objects are an advanced feature. Contact your Statisfy account team if you need guidance on structuring custom objects for your use case.