Overview of Imports and Exports
Importing Contacts
Any user can import contacts into your account. Highrise accepts a variety of formats, including CSV, Excel, and vCard.
If you're having trouble, make sure you read through common errors and the guides below.
- View sample CSV or Excel files
- Matching your data fields
- Bulk update contacts
- Import vCard
- iPhone contacts
- Undo an import
Exporting information
You can export contacts in CSV and Excel formats from your account. Notes, emails, cases, and deals can be exported in txt format.
Learn more:
- Export Contacts
- Export Notes & Emails
- Export Deals
- What is a Highrise ID?
- Transfer information between two Highrise accounts