Kolleno can import the Job Title of your Business Central contacts and store it as each contact's position. You can then see positions in the Customer Hub and use them in workflows, for example to email every contact with a certain position automatically.
Contact positions are not imported by default. To turn them on, email support@kolleno.com and ask us to import contact positions from Business Central.
Choosing the field
Kolleno uses the Job Title field on your Business Central contacts by default. If you record positions in a different contact field, tell Support the field name and we will use that one instead.
How it works
New positions are created automatically. When a contact has a job title Kolleno has not seen before, a position with that name is added. You don't need to set positions up in Kolleno first.
Job titles must match exactly. "CFO" and "cfo" become two separate positions, so keep job titles consistent in Business Central. Spaces at the start and end are ignored.
Only linked contacts get a position. Positions come from the Contact records linked to a customer. Contacts imported from the "Address & Contact" section of the Customer card do not get a position. See Import Business Central Contacts.
Business Central is the source of truth. When a contact changes in Business Central, Kolleno updates its position to match, and removes it if the job title is empty. A position you change in Kolleno is replaced at that point, so make changes in Business Central.