How do I import a CSV or Excel file of contacts into Highrise?
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.
Next, click the “Import” link in the sidebar.
Choose the appropriate file type. If you have a CSV file, click the “Upload a CSV file” link. And if you have an Excel file, click the “Upload an Excel file” link. The Excel file must be saved in .xls format.
If you’re updating existing contacts, please follow this guide.
After adding your file, selecting your duplicate and permissions options, you’re ready to click the “Upload and import” button.
On the next screen, you’re alerted of how many contacts you’ve imported. Highrise predicts the best field matches for your data (i.e. how that data will appear 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.
Or you can choose to ignore a field completely. Just choose “Do not import this field” from the dropdown.
After you’ve matched up the fields for one contact, click “Previous” or “Next” links to toggle through your other contacts to make sure all the fields are still matched up with the correct data.
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 “Dwight” and “Schrute”).
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.”
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.
- How can I update multiple contacts at once or bulk update my contacts?
- The last import I did was wrong. Can I undo it?
- What happens if I import the same contacts more than once?
Need more help?
- Contact our support team and we’ll get back to you within an hour (M–F, 9am–6pm CT).