In your Upsales setup, you might have added custom field to companies, contacts, orders, appointments or something else. These field are not present in Insights as standard.

This is because Insights needs to be taught how to connect these custom field, and what they should be connected to. It is also to avoid clutter. Some Upsales users have several hundred custom fields, which would of course make the Insights GUI hard to navigate.

The first point of action in order to add your custom fields is to ask yourself what fields you want to add. Ask yourself if they are really necessary for creating looks. When you have decided what fields to add, reach out to your contact person or our support to get help with the technical aspect.