Version 24.1.8910


You can use the Highrise connector from the CData Sync application to capture data from Highrise and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Highrise, you first must establish a connection to Highrise. Follow these steps to connect Highrise to your Sync account:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the Highrise row.

  4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

  5. Enter connection settings on the Settings tab:

    • Connection Name - Enter a connection name of your choice.

    • Account Id - Enter the account Id of the currently authenticated user.

    • Auth Scheme - Select the authentication scheme. The default scheme is OAuth2.

  6. Click Connect to Highrise to connect to your Highrise account.

  7. Click Create & Test to create the connection.

  8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Highrise, see Highrise Connector for CData Sync.