Importing contacts from Intelliflo
Once the Intelliflo connector is set up, you can import your client contacts directly into Prospo — including KYC data such as date of birth, employment status, annual income, and target retirement age.
Before you begin: The Intelliflo connector must be configured by your Org Admin. See Connecting Intelliflo.
Step 1 — Select contacts to import
- Go to Contacts → Import Contacts
- Select Intelliflo from the source list
- Prospo fetches your clients from Intelliflo — select the contacts you want to import using the checkboxes
- Click Next: Map Clients
If you see "Intelliflo Connector Disabled", ask your Org Admin to enable it in Admin → Connectors.
Step 2 — Map contacts to clients
Choose how each imported contact should be linked to a Prospo client record:
New Client — Creates a new Prospo client record linked to this contact. Set the client name, entity type, and relationship type.
Link Existing — Links the contact to a client already in Prospo. Search by client name.
Skip — Imports the contact without linking to a client. You can link them later from the contact's detail panel.
Click Import when done.
What gets imported
Intelliflo fieldProspo field
Client name
Contact name
Default email address
Email (required — clients without a default email are skipped)
Mobile or telephone
Phone
Date of birth
Date of birth (KYC)
Employment status
Employment status (KYC)
Total annual income
Annual income (KYC)
Intended retirement age
Target retirement age (KYC)
Title
Title
Occupation
Job title
Only individual person records are imported. Trusts, corporate entities, and other non-person record types are excluded automatically.
Duplicate detection
If an imported contact matches an existing Prospo record by email or name, Prospo flags it before completing the import. Choose Merge to fill in missing fields on the existing record, or Create as New to add a separate record. See Understanding duplicate detection during import for details.
Import summary
Once complete, a confirmation shows how many contacts were processed:
"6 contact(s) processed successfully! 1 merged, 5 created. 4 contact(s) linked to clients."
If any client links failed, you'll be prompted to add them manually from the contact's detail panel.