Customer properties

Who is this article for?

This article will be helpful to you if you are a Program Manager looking to create, manage, and store additional customer data within PartnerStack.

Customer properties overview

Customer properties allow Program Managers to create and manage custom data fields for their customers directly within the PartnerStack portal.

This feature provides a single source of truth for customer data, replacing the need for external spreadsheets or CRMs to track critical, business-specific information. It enables you to provide richer context about referred customers to your partners and unlock powerful automation possibilities.

With customer properties, you can:

  • Store unique data points on a customer's record (e.g., "Subscription Plan," "MRR," "Industry").
  • Configure property visibility and editability for your partners (Editable, Read-only, or Hidden).
  • View all customer data in a redesigned customer details view.
  • Access and update these properties via the PartnerStack API and Workato connector to sync data with your CRM or other internal systems.

Configuring customer properties

To create a customer property

  1. Navigate to your Settings > Features tab
  2. Find Properties in the list and click "Configure"
  3. On the Properties page, click the Customer tab
  4. Click the "+ Add customer property" button at the bottom of the table
  5. A "New customer property" drawer will open. You will need to configure the following:
    • Property label: The display name for your new field
    • Type: The type of data this field will hold
    • Property access: The visibility and editing permissions for your partners
  6. Click "Create property" to save your new field

Property Types

You can choose from several field types to collect the right data:

  • Input: A small text field
  • Email: A field formatted for an email address
  • Textarea: A larger text field for longer notes
  • Drop-down: A list of options to choose from
  • Checkbox: A toggle option
  • Country: A dropdown list of all countries
    • Note: This field will always return a standardized full country name (e.g., "United States"). When updating this field via an integration (API or Workato), you must provide either the proper ISO 3166-1 alpha-2 country code (e.g., "US") or the full country name (e.g., "United States").
  • Region: A text field for state, province, or city
  • Date: A date picker
  • Currency: A field formatted for monetary values
  • Number: A field for numerical data
  • URL: A field formatted for web links
  • Phone number: A field formatted for phone numbers

Property Access Levels

A key feature of customer properties is the ability to control what your partners can see and do with the data.

  • Editable: Partners can view and edit this property's value.
  • Read-only: Partners can see this property and its value, but cannot edit it.
  • Hidden: Partners will not be able to see this property or its value on the customer's record.
  • Hidden everywhere: This property will not appear anywhere in the PartnerStack dashboard UI for you or your partners. This is useful for storing data purely for integration purposes (via API or Workato).

Accessing customer properties

Once created, your new properties will appear in the Customer detail view.

You can access this by navigating to your Referrals tab and clicking on any customer from the Customers list. The properties and their values will be displayed in the "Details" section of the customer detail panel.

How to update customer property values

There are a few ways to populate and update the data in your customer fields:

  • Manually: You can update property values directly from the Customer detail view.
  • By Partners: If you set a property's access level to "Editable," your partners will also be able to update the value from their dashboard.
  • Via Integrations: You can programmatically update property values using the PartnerStack Customer API or the Workato connector. This is ideal for syncing key data from your CRM (like subscription status or customer ID) to PartnerStack.

 To integrate your customer fields with your CRM, reach out to your Customer Success Manager.