Importing contacts from WorkSorted
1 min read
Import your WorkSorted clients and contacts directly into Prospo. Each user authorises their own WorkSorted account via OAuth.
Before you begin: Your WorkSorted account must be connected to Prospo. See Connecting WorkSorted.
Importing contacts
- Go to Contacts → Import Contacts
- Select WorkSorted
- Your WorkSorted clients load — use the search field to filter by name
- Select the contacts you want to import
- Click Next: Map Clients to optionally link each to a Prospo client
- Click Import
What gets imported
WorkSorted fieldProspo field
Entity name
Contact name
Mobile / home / business phone
Phone (mobile preferred)
Date of birth
Date of birth (KYC)
Employment status
Employment status (KYC)
Income per annum
Annual income (KYC)
Occupation
Job title
Title
Title
Troubleshooting
"Worksorted connector is not configured" — Your Org Admin needs to set up the WorkSorted connector first.
Connection expired — Your WorkSorted authorisation has lapsed. Return to the import dialog and click Connect to WorkSorted to re-authorise.