How to add custom fields to a contractor in KSeFGPT
Open an existing contractor record, add your own name and value pairs, and verify them after reopening the form. The example uses a BDO number and an internal customer number.
- Module
- Contractors
- Reading time
- 4 min
- Difficulty
- You could do this with your eyes closed :)
- Published
- August 20, 2026
- Author
- Rafał Zeidler
- Format
- Written guide and video
Written procedure
What you will do
You will add two custom details to an existing contractor record: a BDO registration number and a customer number used by your company. After saving, you will reopen the record and confirm that both values remain available.
Requirements
Before you start
Custom fields belong to the contractor record under the selected company. Prepare the exact field names and values you want to store.
| Item | Requirement |
|---|---|
| Access | The company owner or an organization member with the contractors:manage permission. The Contractors module must be included in the plan. |
| Required details | An existing contractor record and your own name and value pairs, for example BDO: 000123456 and Customer number: KLI-2026-001. |
| Starting point | After signing in, select the correct company and open Contractors. |
| Time required | About 1 minute. |
| Important effect | Custom fields are visible after opening the record for editing. They do not appear directly in the contractor row in the list. |
Process recording
The recording shows how to add BDO and Customer number fields, save the record, and verify the values after reopening the contractor.
Open the contractor record
Select Contractors in the main navigation. Find the correct person or company, then select its row.
The Edit Contractor dialog opens with the saved record details.
Go to Custom fields
Scroll below Notes to the Custom fields section. Select Add field.
A row with the Field name and Value inputs appears in the form.
Add the BDO number
Enter BDO in Field name and the contractor's registration number in Value. The recording uses the safe demonstration value 000123456.
Do not leave the field name empty. A row without a name is omitted when the record is saved.
Add the customer number
Select Add field again. Enter Customer number in the second row and the identifier used in your system, for example KLI-2026-001.
Before saving, make sure each name matches the correct value.
Save the contractor record
Select Save in the lower-right corner of the dialog. After a successful save, the form closes and you return to the contractor list.
Verify the saved fields
Select the same contractor row again and scroll to Custom fields.
Both saved rows should be visible: BDO with the registration number and Customer number with the internal identifier.
Final state
Check the result
In Edit Contractor, Custom fields shows BDO: 000123456 and Customer number: KLI-2026-001. This confirms that the custom data was saved in the correct record.
Diagnostics
If something does not work
Compare the visible symptom with the table below.
| Symptom | Likely cause | What to do |
|---|---|---|
| The module is not visible or the record cannot be edited | The plan does not include Contractors, or you do not have the contractors:manage permission. | Check the plan or ask the organization owner for the required permission. |
| The added row disappeared after reopening | Field name was empty, so the pair was omitted when the record was saved. | Add the field again and enter both a name and a value. |
| BDO and the customer number are not visible in the list | The list shows only primary contractor details and status. | Select the contractor row and check Custom fields in the edit form. |
| The fields were saved in another record | A different contractor or active company was selected before editing. | Check the active company name and find the correct record before editing it again. |
What next
You can use the same section for other details required by your process, such as a branch code, an ERP identifier, or a customer owner.
To change a value, edit it and select Save again. To remove a pair, use the trash icon next to its row, then save the record.
Complete the contractor record
Sign in, open Contractors, and save the details required by your process.
Related instructions
How to edit contractor details in KSeFGPT
Open an existing contractor record, correct its address, contact and bank details, then verify the saved values after reopening the form.
How to import contractors from a CSV or Excel file into KSeFGPT
Upload a CSV, XLS, or XLSX file with your contractor list, review the automatic column mapping, and confirm the import. The new records then appear in the Contractors list.
How to add a new contractor in KSeFGPT
Create a contractor record, fetch details from GUS or enter them manually, and check the new entry in the list. When a PDF invoice import is completed by sending the invoice to KSeF, a new buyer can be saved automatically.