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Boolean field value for list import

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Level 2

Boolean field value for list import

I have a Boolean field and am about to import a list of clients and ex-clients.

Can you please advise what value the excel/ csv needs to be so it marks the value of the boolean field true or false? Is a 1 and 0 right, or do I just add True (for current clients) and leave it blank for the ex-clients? The list only contains current and ex clients.

Thank you!

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Level 7 - Champion Alumni

Re: Boolean field value for list import

You can use either 1 for true or the word "true".

I just use 1.

You don't really need to update the ex-clients to "0".

But when you use filters for reports etc, you should use Client is TRUE or Client IS NOT True.

I wouldn't really use Client IS false to target ex-clients.

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Level 7 - Champion Alumni

Re: Boolean field value for list import

You can use either 1 for true or the word "true".

I just use 1.

You don't really need to update the ex-clients to "0".

But when you use filters for reports etc, you should use Client is TRUE or Client IS NOT True.

I wouldn't really use Client IS false to target ex-clients.

View solution in original post

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Level 2

Re: Boolean field value for list import

Thank you for your response.

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Level 7 - Champion

Re: Boolean field value for list import

You might think about storing this data differently.

It might make more sense to store the data as a pick list.

Customer Type: (Choice)

Prospect

Client

Ex-Client

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Level 2

Re: Boolean field value for list import

Good point - thank you for your response.