Connecting AdviserLogic

Import your AdviserLogic clients directly into Prospo using your API credentials. Each user connects their own account - no Org Admin setup is required.

Before you begin

You'll need three credentials from your AdviserLogic account:

• Key User ID
• Key Password / Secret
• Parameter UID

These are available in your AdviserLogic account settings. If you're not sure where to find them, contact your AdviserLogic administrator.

Connect AdviserLogic

1. Go to Settings - Integrations
2. Find AdviserLogic and click Set up
3. Enter your Key User ID, Key Password / Secret, and Parameter UID
4. Click Connect

Prospo validates your credentials immediately. Once accepted, the AdviserLogic card shows a green Connected badge. You only need to do this once.

Your Key Password / Secret is encrypted before being stored. Prospo never stores it in plain text.

Update your credentials

If your AdviserLogic credentials change:

1. Go to Settings - Integrations - AdviserLogic - Manage
2. Enter the updated values and click Save

Troubleshooting

• "Invalid credentials" - One or more values are incorrect. Verify each in your AdviserLogic account settings. Credentials are case-sensitive.
• "All fields required" - All three credential fields must be filled in before connecting.

Once connected, import your contacts from Contacts - Import Contacts - AdviserLogic.