Connecting Intelliflo

Import your Intelliflo client contacts directly into Prospo, including KYC data such as employment, income, and date of birth. The connection is configured at the organisation level by an Org Admin using credentials from your Intelliflo developer account.

Before you begin

You'll need three values from Intelliflo:

• Client ID
• Client Secret
• API Key (x-api-key)

These are available from your Intelliflo developer portal. Contact your Intelliflo administrator if you're unsure where to find them.

Steps

1. Log in as an Org Admin and go to Admin → Connectors
2. Find Intelliflo under the CRM category and click Set up
3. Enter your:
4. • Client ID
   • Client Secret
   • API Key (x-api-key)
5. Click Connect

Prospo validates your credentials against Intelliflo immediately. If they're accepted, you'll see a confirmation and the card updates to show a green Connected badge. All users in your organisation can then import contacts from Intelliflo.

Your Client Secret and API Key are encrypted before being stored.

Managing the connection

To update your credentials:

1. Go to Admin → Connectors → Intelliflo → Manage
2. Enter new values for any fields you need to update
3. Click Save

To temporarily disable the integration without removing your credentials, use the toggle switch on the Intelliflo card. You can re-enable it at any time without re-entering credentials.

Troubleshooting

"All fields (Client ID, Secret, API Key) are required" — All three fields must be filled in.

"Failed to connect to Intelliflo. Please check your Client ID and Secret." — One or more credentials are incorrect. Verify each value in your Intelliflo developer portal.