Importing ContactsJob Position

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  • tayling
    Member
    • Apr 2023
    • 45

    Importing ContactsJob Position

    Hi
    In the Account Details there are fields for contact and Position. I have Positions with my current contacts but I cannot see a field t import them into.

    Any help gratefully received
    Regards
    Tony Ayling
  • lazovic
    Super Moderator
    • Jan 2022
    • 809

    #2
    Hi tayling,

    By default, there is no Position field in the Contact entity, but there is a Title field that can be entered manually by changing the value of the Account in this Contact. To import this field, select the Account Title field when importing.

    Comment

    • tayling
      Member
      • Apr 2023
      • 45

      #3
      HI
      Actually I found the solution. When importing contacts there is a field called ACCOUNT_TITLE - that imports the persons job title into ACCOUNT table.
      Hope that helps others
      Thanks for listening
      Regards
      Tony

      Comment


      • esforim
        esforim commented
        Editing a comment
        Do note that it is only work for Primary I believe, so careful if the Account Title is not primary one.

        It been very long since I import
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