ProLine

The Data Manager in ProLine is your central hub for accessing, viewing, and managing all of your organization’s data in one place.

Data Manager: Overview

This guide walks you through how to access, view, and manage all projects within your ProLine account using the Data Manager.

Data Manager: Projects

Data Manager: Projects – Bulk Edit/Delete

This guide explains who can export data from the Data Manager and how to generate and receive CSV exports securely, including limits and best practices.

Data Manager: Export CSV

Data Manager: Projects - Import CSV

The Orgs tab in ProLine’s Data Manager allows you to view, filter, and access detailed information about the organizations in your account.

Data Manager: Orgs

This article covers how to manage, upload, organize, and access Company Files effectively.

Data Manager: Files - Company Files

Learn how to import files into ProLine’s Data Manager using a CSV or Excel file, including how to format your data, upload progress tracking, and where imported files appear.

Data Manager: Files - Import CSV

This guide will walk you through the All Files tab within the data manager as well as how to manage these files.

Data Manager: Files - All Files

This guide walks you through accessing and using this feature effectively.

Data Manager: Contacts

This guide explains how to use the Bulk Edit and Bulk Delete tools in the Data Manager to update, reassign, or permanently remove multiple contact records at once.

Data Manager: Contacts – Bulk Edit & Bulk Delete

The guide will review the jobs tab within the data manager and what you can do within it.

Data Manager: Jobs

The Activities tab in the Data Manager provides a view of all project activity in your ProLine account. This section displays every recorded action in chronological order, making it easy…

Data Manager: Activities

Data Manager – Activities: Import CSV

This article explains how to import contacts into ProLine using the Data Manager’s Import CSV tool. It guides users step by step, from accessing the tool to successfully uploading and…

Data Manager: Contacts – Import CSV

Laura Acosta

Guides to find and filter data within your ProLine account. 

Data Manager 

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Connect the tools your team already uses to bring data in.

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