Can I export notes, deals or cases from Highrise?

Highrise can export your notes/emails from your contacts, cases, and deals. Here’s how it works:

First, click the “Settings” link in the top right corner. This will say “Account & Settings” if you’re the account owner. Then select “My info”. Once you’re on the My Info screen, look in the sidebar for the “Export your data” option (highlighted in green for this example):

Click the “Export data” link. You’ll then receive an email in a few minutes with a link to download your data.

The data is presented in a single zip file. When you decompress the file you’ll see up to three directories: cases, contacts, deals.

Clicking into any one of them will then give you a series of text files. The contacts text files, as seen in the example below, will be named with the contact’s name.

When you open one of those files you’ll see all the notes/emails attached to that person. It’ll look something like this:

The data is in YAML format which means it’s both human readable and also machine readable.

Note: Exports can be restricted on a per-user basis by the Highrise account owner. If you don’t see the ‘Export’ option, contact your account owner to enable permissions.

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