Access Live Highrise Data in Google Sheets

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Highrise data and gain access to live Highrise data from your Google Sheets.

Google Sheets is a free, web-based spreadsheet program. When paired with CData Connect Cloud, you can instantly access Highrise data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Highrise in your Connect Cloud instance and access live Highrise data in Google Sheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Highrise, allowing you to easily access live Highrise data in Google Sheets. Simply use the partner Connect Cloud Connector to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Highrise, leveraging server-side processing to quickly return Highrise data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Sheets. To get started, get a free trial of Connect Cloud and download the free Connect Cloud Google Sheets Connector.


Create a Virtual MySQL Database for Highrise Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Highrise" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Highrise.

    Highrise uses the OAuth authentication standard. To authenticate to Highrise, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.

    See the "Getting Started" section in the help documentation for a guide to using OAuth.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Highrise data from Google Sheets.

Access Live Highrise Data in Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Highrise data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for CData Connect Cloud Connector and select the Add-on.
  4. Authorize the Connector.
  5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Connector.
  6. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
  7. Click CREATE to access Highrise data through your Connect Cloud instance.
  8. Select a Database (e.g. Highrise1) and click Next.
  9. Select a Table (e.g. Deals) and Fields (columns), add any sorting, filtering, and limits and click Execute.

SQL Access to Highrise Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Highrise data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.