Importing contacts from Highrise

If you want to transfer your contacts from Highrise to OnePageCRM this can be achieved in a few simple clicks by using our direct Highrise import tool. See import instructions below:

  1. Go to gear icon > Import and Export tab (see A).
  2. On the Import and Export page, go to Direct import section and click on the Highrise icon (see B).
  3. Once on Import from Highrise > Step 1. Connect account page:
    • Enter your Highrise URL in the field provided (see C). To get this go to Highrise and copy the first section (before the first full stop) of the URL from the address bar. For example if the URL is janedoe.hrighrisehq.com, copy the janedoe.
    • Enter your API token from Highrise in the field provided (see D). To get this go to Highrise > Accounts & settings (Settings for Highrise subuser) > My info > API token.
    • Click Next (see E).
  4. In Step 2, you can select groups: Contacts (people in Highrise), Companies, Deals, Notes, My Tasks (see F) to be imported and click Next (see G).
  5. Custom fields from Highrise are mapped with custom fields in OnePageCRM in Step 3: Map fields
    1. Single text line custom fields with the same name are mapped automatically 
    2. Custom fields with a different name and type need to be mapped manually.
    3. Click Next.
  6. Set your preferences to all imported contacts in Step 4: Preferences (Optional) (H) and click Next (I):
    • Set Status
    • Apply tags
    • Apply a Next Action and date
  7. In Step 5: Import, details of the import are displayed. Click Start Highrise (J) to initiate import.
  8. Once the import is successful, a message "Success! Your import has been queued. You will be emailed when it is completed. Go back to the Import/Export Page to see its progress." will appear. Also you will receive an email to state "Your Highrise import is ready".
  9. NOTES
    • OnePageCRM allows to import both companies and people from Highrise. In Highrise when a person is created with a company name, a company is created automatically as a separate entity. 
    • If Highrise contacts have assigned tasks already in Step 4: Preferences > Apply Next Action text and date, only contacts without a task in Highrise will be assigned your preferred Next Action and date.
    • Contacts are not imported when:
      • Contacts have no Last name or Organization (Company) name.
      • Contact/deal/task is private and not visible to you.
      • Contacts have already been imported in the past.
    • The user who completed an import can undo it within 24 hours. To undo go to gear icon > Import and Export > scroll down to Import / Export history section and click Undo import.

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