Importing People and Leads from Google Contacts

Please follow the steps below to import records from your Google Contacts into ProsperWorks:

1 - Log into ProsperWorks.

2 - Click on the ProsperWorks Menu  icon on the top left corner.

3 - Select System Settings.

4 - Select ‘Import Data’ under the Data Management section of the left panel.

5 - Under the ‘Start a New Import’ section, choose either Import People or Import Leads button.

6 - Select Google Contacts from the list of Import sources.

7 - Select the Google Contacts folder or folders you would like to import from.

Please note: ProsperWorks will ignore contacts that have already been added and will only import new contacts.

8 - Select the Contact Type.

9 - Click the Import Contacts button.

10 - You will be taken back to the Import data page where you can see the status of your import (ie. you will see the label “initializing” and once the import starts a progress bar.) When your import is complete you will have the option to see the Summary of the records created and Revert Import, which will delete the import records from ProsperWorks.

Pro Tip: If you are importing a large number of records, do a test import with a small number of records first, then if you are happy with the results, go ahead and import the rest!

 

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