Excel Add-In for Highrise

Build 24.0.9060

Tables

The add-in models the data in Highrise as a list of tables in a relational database that can be queried using standard SQL statements.

CData Excel Add-In for Highrise Tables

Name Description
Cases Create, update, delete, and query Cases that are visible to the authenticated user.
Comments Create, update, delete, and query Comments associated with a Note or Email and visible to the authenticated user.
Companies Create, update, delete, and query Highrise Companies. This table is dynamic.
CustomFields Return all custom fields used in the account.
DealCategories Create, update, delete, and query Deal Categories.
Deals Create, update, delete, and query Highrise Deals. This table is dynamic.
Groups Query, create, update and delete your account's groups
Notes Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.
People Create, update, delete, and query Highrise People. This table is dynamic.
TaskCategories Create, update, delete, and query Task Categories.

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Build 24.0.9060