Migrating from Highrise to Zoho CRM

Migration from Highrise to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times.

Get API Token from Highrise

To get API token and Instance URL

Log in to your Highrise account.
Copy the Instance URL from the browser.
It will be in this format: https://sample.highrisehq.com/
Click Accounts & settings > My Info > Integrations.
Under Authentication token, copy the API token.

Migrate data from Highrise

To migrate data from Highrise

Go to Setup > Data Administration > Import.
In the Data Migration page, do the following:
- Choose Highrise
- Enter the Instance URL and the API Token.
- Click Migrate Now.
  You will be notified when the migration is complete via a pop-up and an email.

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.

For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Highrise's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration.

Notes:

Zoho CRM does not support custom modules in API migrations.
Attachments, Photos are supported
Notes of Companies, Deals, Cases, People are supported.

Custom modules are not supported in API migrations.
Custom Fields are supported as per the ZohoCRM's edition limit.

	Zoho CRM Fields	Highrise Fields
Cases	Modified Time	Updated At
	Case Owner	Owner Id
	Created Time	Created At
	Account Name	Party(Company)
	Record id	id
	Created By	Author Id
	Tag	Tags(only allowed remaining)
	Subject	Name
	Related To	Party (person)

Deals	Potential Owner	Owner id
	Modified Time	Updated At
	Description	Background
	Amount	Price
	Closing Date	Created At
	Contact Name	Party(Person)
	Type	Category
	Potential Name	Name
	Currency	Currency
	Stage	Status
	Account Name	Company
	Record id	id
	Created By	Author Id
	Tag	Tags

Companies	Accounts	Account Owner	Author Id
		Description	Background
		Shipping State	State (Work)
		Website	webaddress (Work)
		Phone	Number(Work)
		Billing Country	Country (Home)
		Account Name	Name
		Record id	id
		Modified Time	Updated At
		Billing Street	Street (Home)
		Created Time	Created At
		Billing Code	Zip (Home)
		Shipping City	City(Work)
		Shipping Country	Country (Work)
		Shipping Code	ZIp (Work)
		Billing City	City (Home)
		Billing State	State (Home)
		Created By	Owner Id
		Tag	Tags
		Fax	Number (Fax)
		Shipping Street	Street (Work)

Users	Last Name	Name
	Record id	id
	Email	EmailAddress

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