Overview
The Data Manager – Activities Import feature in ProLine allows you to bulk import activity data into your ProLine account. This is especially helpful when migrating data from another CRM or when you need to upload a large set of activity records (calls, texts, emails, voicemails, etc.) all at once.
You can associate imported activities with either Contacts or Projects, but each imported row must reference at least one of these to connect the data correctly.
Accessing the Data Manager
To start importing activities:
Open your ProLine account.
Click the hamburger menu (☰) in the top-left corner.
Scroll down and select Data Manager.
Once the Data Manager opens, click the Activities tab at the top.
This will take you to the main Activities Data Manager page.
Importing Activity Data
Inside the Activities tab, you’ll see an Import CSV button at the top-right of the page.
Step 1: Start a New Import
Click Import CSV.
Then click New Import to begin uploading your file.
Step 2: Choose Your Import Method
You have two options for importing data:
Option 1 – Upload a File
Drag and drop your file into the upload area, or
Click to browse and select it from your computer.
Accepted file types: .XLS, .XLSX, or .CSV only.
Option 2 – Copy & Paste Table Data
Click the blue “Click here to copy/paste table data” link.
Select your delimiter, which defines how your data is separated.
Available delimiters include:Comma (
,)Tab
Semicolon (
;)Pipe (
|)Space
Colon (
:)Equal sign (
=)Or choose Custom Delimiter if your data uses a different separator.
Step 3: Review the Sample CSV
Before uploading your own file, it’s highly recommended to view the Sample Activity CSV.
To do so, click “View Sample Activity CSV” on the import page. This will show you the expected column structure and formatting for your data.
Sample Activity CSV – Column Details
Here’s what each column in the sample file represents:
Column Name | Description |
Activity Type | Type of activity (e.g., Call, Text, Email, Voicemail). |
Subject | The subject line of the activity (used primarily for emails). |
Body | The message content — for texts, emails, or notes. |
Voicemail | If applicable, link or file reference for the voicemail recording. |
Duration | Length of the voicemail or call (in minutes). |
Notes | Any internal notes tied to the activity. |
User | The name or ID of the user associated with this activity upload. |
Date | The date the activity occurred. |
Time | The time the activity occurred. |
Contact ID | The internal ProLine Contact ID the activity is linked to. |
Contact External ID | External ID from another system (if applicable). |
Project ID | The internal ProLine Project ID the activity is linked to. |
Project External ID | External Project ID from another system (if applicable). |
Important Notes
You must include either a Contact ID or a Project ID for each record so ProLine knows which record to attach the activity to.
You can use either internal ProLine IDs or external IDs if your system is mapped to those.
Activities missing both Contact and Project references will not import.
Make sure dates and times are formatted consistently (ex:
MM/DD/YYYY HH:MM).Large imports may take several minutes to process — you’ll see confirmation when the import is complete.
Summary
Using the Data Manager → Activities → Import CSV feature, you can quickly bring in call records, text history, emails, and notes from other systems into ProLine.
As long as each record has a valid Contact or Project ID, the import tool allows you to upload and organize historical data efficiently — saving hours of manual entry.