Importing contacts from AdviserLogic

Import your AdviserLogic clients and contacts directly into Prospo using your API credentials.

Before you begin: Your AdviserLogic account must be connected to Prospo. See Connecting AdviserLogic.

Importing contacts

1. Go to Contacts → Import Contacts
2. Select AdviserLogic from the source list
3. If not yet connected, you'll be prompted to go to Settings → Integrations first
4. Prospo fetches all your AdviserLogic clients — this may take a moment
5. Select the contacts you want to import
6. Click Next: Map Clients to optionally link each contact to a Prospo client
7. Click Import

What gets imported

AdviserLogic fieldProspo field

Full name

Contact name

Default email address

Email (required — contacts without an email are skipped)

Default phone

Phone

Date of birth

Date of birth (KYC)

Employment status

Employment status (KYC)

Title

Title

Job title / occupation

Job title

Contacts categorised as joint accounts, super funds, or other non-individual entities are excluded automatically.