Help Center

Docs

Moving from Highrise

Bring your records across from Highrise. We read the headings in your export and you confirm every one of them.

What comes across

We have not recorded which record types a Highrise export carries.

Your file still comes across: we read the headings in it, show you where each one lands, and you confirm every one of them before anything is written.

Getting your files out

Three steps, then bring everything back here at once.

  1. Sign in to your old system.
  2. Go to Settings, then Export, and choose every record type it offers.
  3. You will get one or more files. Come back here and drop all of them in at once.

Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.

What is not coming across.

  • Highrise has been discontinued. Ensure your export is in CSV format.
  • Photos and files come over on their own. One move brings over 2 GB and 500 files.

What a move can hold

The same limits apply whichever system you are coming from.

  • One file can hold up to 10,000 rows.
  • One file can be up to 10 megabytes.
  • You can undo a move for 30 days after it finishes.
  • You can undo a single file import for 24 hours after it finishes.

Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.