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Frequently Asked Questions

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How Do I Import My List from Highrise CRM?

  1. Click on the Contacts menu and then select the desired list from the Contact List Name.
  2. In the Contact List Activities box, click the "Add Contacts" link.
  3. Select the first option, "Import Contacts from a File," and click the "SAVE & ADD CONTACTS" button.
  4. In Step 2: Upload File, click on the "Click here" link. This will reveal the options for uploading contacts from web based email clients and programs.
  5. Click on the Highrise option. In the fields that appear, enter your Highrise site name (the full Highrise URL) and API Token for import. Click Connect to Highrise.
  6. In Step 3 you can enter mapping information. When you're finished, click on Save & Next.
  7. In Step 4, enter the required details and click Save & Next.

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