Learn more
 

Ready to get started?

Download a free trial of the Excel Add-In for Highrise to get started:

 Download Now

Learn more:

Highrise Icon Excel Add-In for Highrise

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!

In this article

Related articles

Excel Spreadsheet Automation with the QUERY Formula


Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Highrise provides formulas that can edit, save, and delete Highrise data. The following three steps show how you can automate the following task: Search Highrise data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Highrise data records you want to retrieve or the modifications to be made, written in standard SQL.

  • Connection: Either the connection name, such as HighriseConnection1, or a connection string. The connection string consists of the required properties for connecting to Highrise data, separated by semicolons.

    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.

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Highrise data, such as GroupId.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
    3. =CDATAQUERY("SELECT * FROM Deals WHERE GroupId = '"&B5&"'","OAuthClientId="&B1&";OAuthClientSecret="&B2&";CallbackURL="&B3&";AccountId="&B4&";Provider=Highrise",B6)
  3. Change the filter to change the data.