Boolean field value for list import

[Sarah_Hare]

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!

[Darrell_Alfons2 · Accepted solution]

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.

[Sarah_Hare]

Thank you for your response.

[Jessica_Kao3]

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

[Sarah_Hare]

Good point - thank you for your response.