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Support/Clients & Contacts/Importing Contacts

Importing contacts from external sources

4 min read

Import contacts from any connected integration. Connect your account first, then run the import from the Contacts page.

Steps

  1. Go to Contacts in the sidebar and click Import Contacts.
  2. Select your source from the list of available integrations.
  3. Your contacts load. Use the search field to filter if needed.
  4. Select the contacts you want to import.
  5. Click Next: Map Clients to optionally link each contact to an existing Prospo client.
  6. Click Import.

Source-specific notes

Microsoft Outlook

  • Requires your Microsoft 365 account to be connected. See Connecting your Microsoft 365 account.
  • Only your personal Outlook contacts are imported. The organisation's Global Address List is not included.
  • Imports name, email, and phone number.

AdviserLogic

  • Requires your AdviserLogic account to be connected. See Connecting AdviserLogic.
  • Contacts without an email address are skipped automatically.
  • Joint accounts, super funds, and other non-individual entity types are excluded.
  • Imports name, email, phone number, date of birth, employment status, title, and job title.

WorkSorted

  • Requires your WorkSorted account to be connected. See Connecting WorkSorted.
  • Imports name, email, phone number, date of birth, employment status, annual income, occupation, and title.

Monday.com

  • Requires your Org Admin to configure the Monday.com connector in Admin - Connectors. See Connecting Monday.com.
  • Items without an email address are skipped automatically.
  • Imports name, email, phone number, and date of birth. Columns are matched by name - make sure columns are labelled clearly (e.g. "Email" not something generic).

Intelliflo

  • Requires the Intelliflo connector to be configured by your Org Admin. See Connecting Intelliflo.
  • Only individual person records are imported. Trusts, corporate entities, and other non-person record types are excluded automatically.
  • Imports name, email, phone number, date of birth, employment status, annual income, target retirement age, title, and job title.

Zoho CRM

  • Requires the Zoho CRM connector to be configured and authorised by your Org Admin. See Connecting Zoho CRM.
  • The OAuth authorisation is completed at the organisation level - once done, all users in your organisation can import.
  • Prospo supports all regional Zoho instances (.com, .eu, .com.au, and others).

Troubleshooting

Microsoft Outlook

  • "Microsoft 365 is not configured for your organisation" - contact your Org Admin to set up the connector.
  • "Outlook contact import has been disabled by your admin" - contact your Org Admin to enable it in Admin - Connectors - Microsoft 365.
  • "Please reconnect your Microsoft Outlook account" - your connection has expired. Go to Settings - Integrations - Microsoft Outlook - Reconnect and sign in again.

AdviserLogic

  • "Invalid credentials" - one or more values are incorrect. Verify each in your AdviserLogic account settings.
  • No contacts load - check your AdviserLogic connection is active in Settings - Integrations.

WorkSorted

  • "WorkSorted connector is not configured" - contact your Org Admin to set up the connector.
  • Connection expired - go to Settings - Integrations - WorkSorted - Reconnect and re-authorise your account.

Monday.com

  • "Monday.com connector not found" - your Org Admin needs to set up the connector in Admin - Connectors.
  • No contacts appear - check that your board has items and that the email column has a recognisable name.

Intelliflo

  • "Intelliflo Connector Disabled" - ask your Org Admin to enable it in Admin - Connectors.
  • "All fields required" - your Org Admin needs to complete connector setup in Admin - Connectors.

Zoho CRM

  • "Zoho CRM is not configured for this organisation" - an Org Admin needs to enter credentials in Admin - Connectors.
  • "Zoho CRM is configured but not connected" - credentials are saved but the OAuth authorisation is missing. An Org Admin needs to complete it from the Import Contacts dialog.
  • "Zoho CRM authentication failed. Admin needs to reconnect." - the OAuth tokens have expired. An Org Admin needs to complete the OAuth flow again.
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