KCS - How to Export Data from Highrise [High Rise]

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Objective:

  • Get my data out of Highrise
  • Migrate from Highrise
  • Export from Highrise
  • Highrise migration
  • Get data from Highrise to Clio 

Environment:

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

  1. To export contacts, first click the “Contacts” page link.
  2. Then click the “Export” link in the sidebar.

    Note: If you don’t see an ‘Export’ link, this means you do not have export permissions enabled. Your account owner or an admin will be able to update your permissions to enable exporting.

  3. Select the type of export you want. If you export less than 100 contacts, an automatic file download will begin. If you export more than 100 contacts, they will send you an email with the file once the export is complete. The email will come from Highrise. It should just take a few minutes.

    You should export in a CSV format. 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Highrise to Clio?

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