Migrate your Highrise data

People is Highrise's primary contact object and is fully supported via CSV/Excel export and the standard API. All standard fields (name, email, phone, address, social links) transfer cleanly. We export via the people.xml endpoint and map directly to the destination Contact object.

Companies are a distinct Party type in Highrise alongside People. Both can be exported via the parties.xml API endpoint and as vCards. We preserve the Company-Contact association using Highrise's party_id linking on the Person record.

Deals exist in Highrise and export as plain text (.txt) only, not CSV. We parse the TXT output to extract deal name, stage, value, and responsible user, then reconstruct these as Deal records in the destination CRM. Loss of any custom deal fields requires manual review post-migration.

Cases (also called Customer Cases) handle support or task tracking. Like Deals, Cases export only as TXT. We parse the text output to extract case title, status, and linked contact, but any embedded attachments or threaded conversation history do not transfer.

Tasks are standard Highrise objects accessible via the API. We export completed and open tasks with due dates, assignees, and related party references. Tasks map cleanly to most destination CRM task objects.

Highrise stores all notes, emails, and comments as Recordings linked to People or Companies. Export is TXT only, stripping HTML formatting from emails. We capture the full text and metadata (date, author) but cannot preserve inline images or attachments in TXT format.

Custom fields on People, Companies, and Deals are supported via the API custom_field_subjects endpoints. We detect all custom field definitions in the account and map them to destination custom fields, applying value transformations where field types differ.

Tags are a flat label system applied to People, Companies, Deals, and Cases. We export all tags and re-apply them as tag objects or label fields in the destination CRM, preserving the many-to-many relationship with each record.

Highrise Users are the internal team members who own records and are assigned to Deals. We export the full user roster including name and email, then map them to Owner or User objects in the destination system. Inactive users are preserved as read-only records to maintain audit trails.

Deals in Highrise use a simple pipeline with named stages (e.g., New, Contacted, Qualified, Won, Lost). We extract the stage configuration and deal-stage assignments during migration scoping. Stage-to-stage mapping requires custom configuration because destination CRMs use different stage naming conventions.

Highrise can store SMS conversations linked to contacts. The API supports retrieving text messages as part of a contact's recording history. We capture the message text and timestamp but cannot transfer media attachments or threading context in a structured format.