# Creating and updating custom object records in Futuria CRM

> Learn how to create, update, delete and import custom object records in Futuria CRM to manage your data efficiently.

Author: Futuria Support Team · Published: June 24, 2026 · Reading time: 3 min read

Source: https://futuriamarketing.com/en/supporto/creare-aggiornare-record-oggetti-personalizzati/

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## Creating a new custom object record

This support guide gives you detailed instructions on how to create and update custom object records inside Futuria CRM. Whether you manage various custom objects such as pets, cars or any other custom data entity, this guide will walk you through the steps you need to manage your records effectively.

![Button to add a new custom object record in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2fda199f-c692-4f62-965d-4110dd56719d.png)

To create a new custom object record, follow these steps:

1. **Go to the relevant custom object**:

  - In the left-hand navigation panel, select the custom object type (e.g. **Pets**, **Cars**, and so on).
2. **Click "Add" to create a new record**:

  - In the top right-hand corner of the screen, click the **Add** button (e.g. “Add pet”).
3. **Fill in the required fields**:

  - In the form that appears, enter the value for the primary field of that object.

  ![Form for entering the data of a new custom object record.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/c67c1114-6289-4844-b116-7454efacd6ee.png)
4. **Save the record**:

  - Once you have added the required information, click **Save**.
  - Optionally, you can choose **Save and add another** to create additional records without leaving the form.

> You can only add values for the primary fields while creating a custom object record.

## Updating an existing custom object record

![Edit button for an existing custom object record.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/e82bdf78-0e6b-4769-a69f-266cc93d52ed.png)

To update a record, follow these steps:

1. **Open the custom object record**:

  - Go to the list of custom objects and find the record you want to update.
  - Click the name of the record to open its details.
2. **Edit the required fields**:

  - Click the **Edit** button to make changes to the object.
  - Update fields such as text, numeric values, drop-down menus and so on, according to the changes you need to apply.
3. **Save the changes**:

  - Once you have made the necessary updates, click the **Save** button to apply the changes.
  - Alternatively, click **Cancel** if you do not want to save the changes.

## Managing related objects

![Section for managing the objects related to a custom record.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ed89a27c-b366-48c0-9440-5bab65c06aca.png)

For some custom objects, you may want to associate other records such as contacts, products or houses. Here is how you can manage these associations:

1. **Go to the "Related objects" section**:

  - Open the object record and find the **Related objects** section.
  - Click **Add** next to the object you want to associate (e.g. Contacts, Products).
2. **Associate new records**:

  - Search for the related record (e.g. a contact) you want to associate and click **Associate** to link it to the custom object.

## Deleting a custom object record

![Option to delete a custom object record from the menu.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2c3ae8f8-8a7f-45a0-bc32-3a3482f2eaa8.png)

If you need to delete a custom object record, follow these steps:

1. **Open the record**:

  - Go to the record you want to delete and open it.
2. **Click the three-dot menu**:

  - In the record details view, click the three-dot menu in the top right-hand corner.
3. **Select "Delete"**:

  - From the drop-down menu, click **Delete record** to remove the record permanently.
  - In the confirmation window that follows, confirm the deletion.

> **Deleting a custom object is an irreversible action**. Once deleted, a custom object record cannot be restored.

## Importing custom object records

To import custom object records using a CSV file, follow these steps:

1. Open **Custom objects** in your account and select the custom object you want to import the records into.

  ![Selecting the custom object to import the records into.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b90b6e01-f7c0-4836-8264-854b901f209b.png)
2. Click **Import** (top right).

  ![Import button for custom object records.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2b5fb49a-38cb-4097-b9b2-ba7b71d5a269.png)
3. Select the objects to start the import.

  ![File selection screen for importing custom objects.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9feecf1d-aab0-4d32-996e-75f0fac0cb51.png)
4. Choose an import mode: **Create and update**.

  ![Choosing the import mode: create and update.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3cc631c5-78f2-432d-a879-19f1348404c0.png)
5. If prompted, select the **unique field for deduplication** (this appears only when several unique fields are mapped).

  ![Selecting the unique field for deduplication during the import.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b5c4570a-b234-422b-b6eb-4fafbbc4c1d7.png)
6. Map your fields:

  - First, map the **primary/required fields**.
  - Then map the additional fields (including **Owner** and **Followers**, if needed).

    ![Mapping the CSV file fields to the Futuria CRM fields.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f41f033c-7825-4c8c-ac25-2b8dd93fad08.jpg)
7. Enable **Update empty values** if your use case requires empty values to be applied during update imports (the exclusions for primary/required fields still apply).

  ![Option to update empty values during the import.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ff2fc386-20a7-452b-ab34-98c2403a0120.png)
8. Click **Start import**.