Highrise
Version 24.3.9110
Version 24.3.9110
Highrise
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.
Add the Highrise Connector
To enable Sync to use data from Highrise, you first must add the connector, as follows:
-
Open the Connections page of the Sync dashboard.
-
Click Add Connection to open the Select Connectors page.
-
Click the Sources tab and locate the Highrise row.
-
Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Highrise connector. For more information about installing new connectors, see Connections.
Authenticate to Highrise
After you add the connector, you need to set the required properties.
-
Connection Name - Enter a connection name of your choice.
-
Account Id - Enter the account Id of the currently authenticated user.
CData Sync supports authenticating to Highrise in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.
OAuth
CData Sync provides an embedded OAuth application with which to connect. To use the application, select OAuth for Auth Scheme. No additional properties are required.
API Token
To connect with an API token, specify the following properties:
-
Auth Scheme - Select APIToken.
-
API Token - Enter the API token for the currently authenticated user.
Complete Your Connection
To complete your connection:
-
Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
-
If you authenticate with OAuth, click Connect to Highrise to connect to your Highrise account.
-
Click Create & Test to create your connection.
More Information
For more information about interactions between CData Sync and Highrise, see Highrise Connector for CData Sync.