Export Notes & Emails
Highrise will export all the notes and emails from your contacts, cases, and deals as TXT files. The data is in YAML format, which is both human readable and machine readable.
Currently, you can only export all notes & emails at once. It's not possible to export a segment of notes or emails.
Users with export rights can export notes and emails from Highrise. If you don’t see an
Export link, contact your Account Owner or an admin to grant you export access.
Export your data
You can export notes and emails from two places in Highrise.
1. From the Contacts page
Click the Contacts tab.
Export link on the right side of your
Download all notes & emails link.
2. From the My Info page
Go to the
My Info section of your account.
Scroll down and click the
Download this Data link on the right side of the page.
You’ll receive an email in a few minutes with a link to download your data.
What the export contains
The data is presented in a single zip file. When you decompress the file you’ll see up to three directories: contacts, cases, and deals.
Each directory contains text files. A contact text file, as seen in the example below, has the contact’s name.
When you open a contact file, you’ll see all the notes/emails attached to that person.
Next article: Export Deals