Importing contacts from external sources

You can import contacts into Prospo from any connected integration. The process is the same regardless of the source - 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.

1. Your contacts load from the selected source. Use the search field to filter if needed.
2. Select the contacts you want to import.
3. Click Next: Map Clients to optionally link each imported contact to an existing Prospo client.
4. 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. Your organisation's Global Address List is not included.

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.

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.

Monday.com

• Requires your Org Admin to configure the Monday.com connector in Admin - Connectors.
• Items without an email address are skipped automatically.
• Imports name, email, phone number, and date of birth. Fields are detected automatically based on column names - make sure columns are named clearly (e.g. "Email" rather than something generic).

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.

WorkSorted

• "WorkSorted connector is not configured" - contact your Org Admin to set up the connector. See Connecting WorkSorted.
• 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.