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Update Highrise Data with a Microsoft Access Linked Table

Update Highrise data by creating a linked table in Microsoft Access with the CData Highrise ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Highrise, you can update live Highrise data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Highrise as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Deals Data

Follow the steps below to create a linked table, which enables you to access live Deals data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Deals table.
  3. Select the CData Highrise data source from the Machine Data Source tab.

  4. Select the Deals table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.