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How do I add a group of contacts to Highrise? Can I import a file with my contact info?

This tutorial will walk you through adding contacts from a CSV or Excel file, or from a vCard (version 2.1). You can also add contacts from an ACT9 database or Outlook.

Please note that if you have custom fields in your CSV or Excel file, you will need to create those custom fields in Highrise before you perform the import. Read more about custom fields.

Make sure your file is saved with UTF-8 encoding. This will help Highrise render non-Latin characters.

Step 1: Uploading your file
Go to Highrise and click the Contacts link.

Next, click the “Import” link in the sidebar.

Choose the appropriate file type.

Attach your file. Then click the “Upload and import” button.

Step 2: Match your data with fields in Highrise
Now you need to help Highrise match up your data with the right fields within Highrise. vCard users won’t need to worry about this step.

import match data

The screen starts off by showing you how many contacts you’ve imported. Then Highrise guesses the best field matches for your data (i.e. how that data will be labelled within Highrise). You can make changes by selecting the proper fields from the pulldown menus.

Note: Highrise can accept multiple entries for one field. So someone can have three work phone numbers. If this is what you’d like, just go ahead and select the same field multiple times.

If no match is found
If Highrise can’t find a match, the pulldown will say “NO MATCH, SELECT…” with a faint yellow background. Choose the field that is most appropriate.

Or you can choose to ignore a field completely. Just choose “Do not import this field” from the pulldown.

Check a few contacts
It’s a good idea to check a few different contacts in order to ensure that fields are matching properly. After you’ve matched up the fields for one contact, click Previous/Next through your other contacts to make sure all the fields are still matched up with the correct data.

How to ignore the first row of your file
If the first row of your file is made up of column headers instead of actual data, you may want to ignore that row during importing. How can you tell if this is the case? You’ll see fields that should have actual data showing up with column headers like “first name” and “last name” (instead of an actual first and last name like “John” and “Doe”)…

If this is the case, you can choose to ignore that first row during importing by selecting the checkbox that says “Ignore the first row when importing.”

Import contacts
Now that you’re sure your data is matching up properly, you can go ahead and click the “Import these contacts” button.

Step 3: Confirmation screen
Then you’ll see a confirmation screen and your contacts will show up in Highrise!

Tip for Excel users: If your zip codes start with a zero, Excel might drop them from your file. Make sure your cells are formatted as text, not numbers to preserve the complete zip code. Here’s a walkthrough.

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Categories: Highrise, Importing & exporting, Contacts & tagging

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