Excel Add-In for Highrise CRM
Read, Write, and Update Highrise Data from Excel
The Highrise Excel Add-In is a powerful tool that allows you to connect with live Highrise account data, directly from Microsoft Excel. Use Excel to read, write, and update Accounts, Deals, Emails, People, Tasks etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Highrise connection, and go!
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Your Highrise Data, Your Way!
The Excel Add-In for Highrise provides the easiest way to connect with Highrise CRM data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Highrise CRM tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Bi-Directional Access To Live Highrise CRM Data From Excel
The Excel Add-In for Highrise is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing the CData Highrise Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Highrise CRM data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.
Select Tables and Columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Highrise CRM Data.
Highrise CRM Data With The Full Power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete Records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Highrise Excel Connectivity questions
Common questions about integrating Highrise with Microsoft Excel.
How do I connect Highrise to Excel?
The Highrise Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Highrise Excel Add-In creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection to any data source. Once the Highrise Excel integration is configured, just select a table from Highrise and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Highrise to Excel?
Configuring a Highrise export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Highrise Add-In provides live direct connectivity to Highrise and does not require a Highrise Excel export. Simply click the Refresh button from the Excel Highrise plugin and the tool will download Highrise to excel instantly.
Is it possible to edit Highrise data from Excel?
Our integration enables live, bi-directional access to Highrise data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Highrise — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Highrise Excel Connector will begin as soon as you have downloaded the Highrise Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Highrise Excel Connector.
Start your trial today: Highrise Excel Add-In free download.
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Download the Highrise Excel Add-In
Building custom dashboards & reports that connect with live Highrise data has never been easier. Download the CData Excel Add-In for Highrise now, and get connected.
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