Importing contacts from Monday.com
If your organisation uses Monday.com to manage clients, Prospo can import contacts from a designated Monday.com board. This integration is configured at the organisation level by an Org Admin.
Before you begin
Your Org Admin must set up the Monday.com connector in Admin → Connectors with:
- The Monday.com board ID to import from
- A Monday.com API token
Once configured, all users in your organisation can import from that board. No individual setup is required.
Importing contacts
- Go to Contacts → Import Contacts
- Select Monday.com from the source list
- Prospo loads items from your configured board — use the search to filter by name or email
- Select the contacts you want to import
- Click Next: Map Clients to optionally link each contact to a Prospo client
- Click Import
What gets imported
Monday.com fieldProspo field
Item name
Contact name
Email column
Email (required — items without email are skipped)
Phone column
Phone
Date of birth column
Date of birth (KYC)
Prospo detects email, phone, and date of birth columns by matching column names — ensure your board uses recognisable column names for these fields.
Troubleshooting
"Monday.com connector not found" — Your Org Admin needs to configure the Monday.com connector in Admin → Connectors.
No contacts appear — Check that your board contains items and that email columns are named clearly (e.g. "Email").