Account
Pulled live from your sign-in. Manage your password from the sign-in screen.
The full picture of what your login unlocks. Handy when a tool says you do not have access to something you think you bought.
Saved data
Every territory, analysis, scorecard, report and dashboard you have saved to your account. There is a limit of 30, and this is where you make room.
Notifications
Choose how ProxiSuite tells you when a job or export finishes.
Always on
Fine-grained control over what reaches you and when.
API and CRM Connector
Link your CRM once. ProxiSuite pulls your companies in as a seed list and pushes your enriched fields back out. HubSpot first, two-way, matched on the same canonical ID the rest of the suite runs on.
Which HubSpot company property each ProxiSuite field writes to. Defaults are fine for most.
API keys
Pull any saved list straight into Power BI, Excel or a script. A key is a long-lived password for read-only access to your own saved work. It never expires, so a scheduled refresh keeps working, which also means you revoke it the moment you stop needing it.
Two ways in. The first takes thirty seconds and survives a scheduled refresh. The second keeps the key out of request logs but needs the Advanced editor.
&format=csv on the end if you would rather have CSV than JSON.https://proxisuite.com/.netlify/functions/saved-list?key=YOUR_KEY
let
Source = Json.Document(
Web.Contents(
"https://proxisuite.com",
[ RelativePath = "/.netlify/functions/saved-list",
Query = [ id = "YOUR_LIST_ID" ],
Headers = [ #"X-Proxi-Key" = "YOUR_KEY" ] ]
)
),
Rows = Table.FromRecords(Source[rows])
in
Rows
id and you get the list of your saved work, with the id of each one. Big lists page: pass &limit= and &offset=, and the reply tells you the total.ProxiScore
Your scoring approach, per line. A preset sets the whole mix at once. Same controls as the drawer inside each tool, gathered in one place.
Presets you saved from a tool drawer. Delete any you no longer want.
Display
Adjust how ProxiSuite looks. These apply across the whole site on this device.
Set these once and every tool starts here instead of its built-in default. You can still override inside any tool.
Home ZIP
Set a default ZIP and the tools will prefill it. You can always type a different one when you need it.
Industry focus
Tell the account view what you sell. Pick your Types and Brands and your who-pays panel, ProxiScore Payments lens, and modeled opportunity all scope to just your slice, with a running total. Leave it empty to see everything.
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Contract expiration window
How many days out counts as "expiring soon." An approaching contract expiration boosts an account's timing in your ProxiScore and lights up a reminder. Default is 90 days.
Backup & Restore
Export your ProxiSuite settings to a file, or load them onto another device. Your collection data in individual tools is backed up inside each tool.
Data & Privacy
How ProxiSuite handles your data.
ProxiField offline runs entirely in your browser. Lists, ZIPs and uploads are processed on your machine and never reach a ProxiSuite server.
Everything hosted, which is ProxiMed, ProxiSchool, ProxiField+, ProxiMatch and ProxiMap, keeps your saved lists, account notes, contract positions and activity log on our server so they follow you between devices. Your browser also keeps a copy of your settings, which is what the controls below clear.
You can take all of it whenever you like. One file, no request, no notice period.
Clears every ProxiSuite setting and saved list stored in this browser. Export first if you want a backup. This cannot be undone.