Can I export notes, deals or cases from Highrise?

Please Note: Only Users with the correct permissions can export contacts from Highrise. If you don’t see an “Export” link, contact your Account Owner or Admin to grant you export access.

Highrise can export your notes/emails from your contacts, cases, and deals in txt format only.

There’s two places you can export notes, emails, cases, and deals.

1. From your Contacts page

Navigate to your Contacts tab.

Click the “Export” link on the right side of your Contacts page.

Choose the “Download all notes & emails” link.

2. From the “My Info” section

Go to the “My Info” section of your account.

Scroll down and click the “Download this Data” link on the right side of the page.

You’ll 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.

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Categories: Highrise, Importing & exporting, Contacts & tagging

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