Importing contacts from Highrise

You can transfer your contacts from Highrise into your OnePageCRM account in a few simple steps using our direct Highrise import tool. 


How to import contacts from Highrise

1
Go to the gear icon →  Import and Export tab.
2
Click on the Highrise icon under the  DIRECT IMPORT section.
3
Next,  Connect your Highrise account → enter your Highrise URL  (To get this go to Highrise and copy the first section of the URL from the address bar.) and  API token. (To get this go to Highrise → Accounts & settings (Settings for Highrise subuser) → My info → Integrations → Authentication token.)
4
Click Next.
5
In Step 2 , select groups to be imported → click Next.

6
In Step 3,  MAP FIELDS 
  • Custom fields from Highrise are mapped with custom fields in OnePageCRM
  • Single text line custom fields with the same name are mapped automatically 
  • Custom fields with a different name and type need to be mapped manually.

7
Click Next.
8
Under preferences, set status, tags and Next Action for all imported contacts → click Next 

9
Confirm details of the import and click Start Highrise Import to initiate import.

Once the import is successful you will receive an email to state "Your Highrise import is ready".

    NOTES
    • OnePageCRM allows you 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 then the Next Action you set under Preferences above will only be assigned to contacts in Highrise without a task associated to them. 
    • 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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