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Switching from Highrise to InTouch

Last updated by Adrin Siripala on September 09, 2015 23:39

  • Step 1 export your contacts from Highrise:
    Please Note:
    Only Users with the correct permissions can export contacts from Highrise. If you don’t see an “Export” link, contact your Account Owner or Admin to grant export access.
    First, navigate to your Contacts tab.

    Click the “Export” link on the right side of your Contacts page.

    Choose your file format to export your contacts.

    If you chooseCSVor Excel, Highrise will prompt you to choose from two options to export your information.
    Streamlined: The default option, exports only columns that contain data from your contacts.
    Complete: Exports all the columns with or without data in your account.

    If you export less than 100 contacts, an automatic file download will begin. If you export more than 100 contacts, Highrise will send you an email with the file once the export is complete.
    The email will come from <system@highrisehq.com>. It should just take a few minutes dependent upon the size of your file.