Migration from Highrise | Online Help - Zoho CRM

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

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

Migrate data from Highrise

To migrate data from Highrise
  1. Go to Setup > Data Administration > Import.
  2. 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: 
  1. Zoho CRM does not support custom modules in API migrations.
  2. Attachments, Photos are supported
  3. Notes of Companies, Deals, Cases, People are supported.
  1. Custom modules are not supported in API migrations.
  2. 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