Import contacts from Highrise

Using our direct Highrise import tool, you can transfer your contacts from Highrise CRM into your OnePageCRM account in a few simple steps.

Go to Import and Export → Highrise Direct Import.

Import and Export | Import | Highrise Direct import

Enter your Highrise details to connect your account → click Next.

Import from Highrise | Connect Highrise account

💡 Highrise URL - Go to Highrise and copy the first section of the Highrise URL from the browser address bar.

💡 API token - Log into Highrise → Accounts settings → My info → Integrations → Authentication token.

Under Step 1 select groups to be imported → Next.

Import from Highrise | 1 Select contacts

Under Step 2 map your Highrise Fields to the OnePageCRM fields → click Next.

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.

Import from Highrise | 2 Map fields

💡 Tick Ignore for fields you don’t want to import

Import from Highrise | 2 Map fields | Ignore

Under Step 3, select your preferences for all imported contacts → click Next.

Set Status

Set Tags (optional)

Apply a Next Action (optional)

Import from Highrise | 3 Preferences

Under Step 4, review the details of the import → click Start import.

Import from Highrise | 4 Import

💡 OnePageCRM imports companies and people from Highrise. In Highrise, adding a company name to a person automatically creates a separate company.

💡 If a Highrise contact already has a task, the Next Action set in Step 3 won’t be added.

💡 Undo the import within 24 hours. Go to the Import / Export history → Undo import.

💡 Contacts are not imported if:

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.

Import contacts from Highrise

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