How to Create and Import a Boolean Field in Webmecanik Automation – Webmecanik

A boolean field is a two-option custom field: true or false. In Webmecanik Automation, it allows you to quickly classify your contacts or companies (e.g., newsletter subscriber, GDPR consent, etc.).

⚙️ Creating a Boolean Field

Go to the Custom Fields section in your instance menu.
Click New in the top right corner.
Enter a field name and select the target object (Contact or Company).
Under Data Type, select Boolean.

💡 Label Customization:

By default, the visible labels on the contact card are YES (positive value 1, in green) and NO (negative value 0, in red). You can edit this display text by clicking directly inside the label input box.

⚠️ A boolean field remains binary by nature: behind the scenes, the system always records the value 1 (true) or 0 (false), regardless of the label text you choose.

📥 Importing Data into a Boolean Field

To populate a boolean field during a contact import, adjust the structure of your CSV file:

Values to enter in the CSV: Use only 1 or 0 (or True / False). Do not enter the label text (avoid writing "YES" or "NO").
Mapping: Map the relevant column in your CSV file to your custom boolean field during the import step.

✅ Verifying the Import on Contact Cards

After the file is processed, the imported value automatically renders as a label on the contact card:

A contact imported with the value 1 (or True) displays the positive label (YES).
A contact imported with the value 0 (or False) displays the negative label (NO).

⚙️ Creating a Boolean Field

📥 Importing Data into a Boolean Field

✅ Verifying the Import on Contact Cards

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