Importing contacts from Zoho CRM

Once Zoho CRM is connected, you can import your contacts directly into Prospo. The import runs in two steps: select the contacts you want to bring across, then map each one to a Prospo client record.

Before you begin: Zoho CRM must be connected to Prospo by your Org Admin. See Connecting Zoho CRM.

Step 1 — Select contacts to import

1. Go to Contacts → Import Contacts
2. Select Zoho CRM from the source list
3. Prospo loads your Zoho contacts — use the search box to filter by name or email if needed
4. Select the contacts you want to import using the checkboxes, or tick the header to select all
5. Click Next: Map Clients

Step 2 — Map contacts to clients

Choose how each 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

Zoho CRM fieldProspo field

First name + last name

Contact name

Email

Email (required — contacts without email are skipped)

Mobile (or phone)

Phone

Date of birth

Date of birth (KYC)

Title

Title

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 the result:

"8 contact(s) processed successfully! 2 merged, 6 created. 5 contact(s) linked to clients."

If any client links failed, you'll be prompted to add them manually from the contact's detail panel.