Highrise Connector for CData Sync

Build 25.0.9539
  • Highrise
    • Establishing a Connection
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
        • Cases
        • Comments
        • Companies
        • CustomFields
        • DealCategories
        • Deals
        • Groups
        • Notes
        • People
        • TaskCategories
      • Views
        • Account
        • Deletions
        • Emails
        • GroupUsers
        • Memberships
        • Tags
        • Tasks
        • Users
      • Stored Procedures
        • GetOAuthAccessToken
        • GetOAuthAuthorizationURL
        • RefreshOAuthAccessToken
    • Connection String Options
      • Authentication
        • AuthScheme
        • AccountId
        • APIToken
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • MaxRows
        • Other
        • PseudoColumns
        • Timeout
        • UserDefinedViews
    • Third Party Copyrights

Highrise Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Highrise data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Highrise connector can be used from the CData Sync application to pull data from Highrise and move it to any of the supported destinations.

Highrise Version Support

The Sync App uses the Highrise REST API.

Highrise Connector for CData Sync

Establishing a Connection

Adding a Connection to Highrise

To add a connection to Highrise:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Highrise icon is not available, click the Add More icon to download and install the Highrise connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Authenticating to Highrise

Highrise supports OAuth and API token authentication schemes.

OAuth

Highrise uses the OAuth authentication standard. To authenticate to Highrise, you need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL.

In all OAuth flows, you must set AuthScheme to OAuth. The following sections assume you have done so.

API Token

To authenticate to Highrise with an API token, set the following:

  • AuthScheme: Set AuthScheme to APIToken.
  • APIToken: The APIToken of the user. To obtain your API token, log in to your Highrise account and click the My Info link. If you are an admin or a user, this is located under the "Settings" section of the account. See Find Your API Token in the Highrise documentation for more information.
  • AccountId: The Account Id of the user.

Highrise Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Highrise Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Highrise and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Highrise Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Highrise Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Highrise Connector for CData Sync

Data Model

The CData Sync App models the Highrise API as relational tables, views, and stored procedures. The Sync App uses the Highrise API to process supported filters. The Sync App processes other filters client-side within the Sync App.

Tables

The CData Sync App models writable Highrise APIs as easy-to-access Tables. Most tables are defined in simple, text-based schema files. However, some tables, such as Companies, Deals, and People, are dynamic. When you connect, the Sync App gets the metadata for dynamic tables by calling the appropriate Web services.

Views

Views are read-only tables. Typically, data that cannot be modified is represented in views.

Stored Procedures

The Sync App also surfaces Stored Procedures, function-like interfaces to Highrise that surface additional capabilities of the API.

Highrise Connector for CData Sync

Tables

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

Highrise Connector for CData Sync 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.

Highrise Connector for CData Sync

Cases

Create, update, delete, and query Cases that are visible to the authenticated user.

Table Specific Information

Insert

To insert a new Case, provide at least the Name:

INSERT INTO Cases (Name) VALUES ('my case') 

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier for the case.

Name String False

The name of the case.

IsClosed Boolean True

Whether the case is closed. The default is open.

ClosedAt Datetime False

The date and time when the case was closed.

VisibleTo String False

Who the case is visible to: Everyone, Owner, or NamedGroup.

OwnerId Integer False

The unique identifier of the owner.

GroupId Integer False

The unique identifier of the group.

AuthorId Integer False

The unique identifier of the author.

CreatedAt Datetime True

The date and time when the case was created.

UpdatedAt Datetime True

The date and time when the case was last updated.

Parties String True

The parties of the case.

Highrise Connector for CData Sync

Comments

Create, update, delete, and query Comments associated with a Note or Email and visible to the authenticated user.

Table Specific Information

Select

To retrieve Comments, provide a SubjectType that the Note belongs to, such as Notes or Emails, and the Subject Id.

SELECT * FROM Comments WHERE SubjectType = 'notes' AND SubjectId = '351922361'

Insert

The following query inserts a Comment. At least the Comment Body and ParentId must be provided.

INSERT INTO Comments (Body, ParentId) VALUES ('me comment', '351199012') 

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the comment.

Body String False

The body of the comment.

ParentId Integer False

The Id of the parent of the comment.

SubjectId Integer True

The Id of the subject of the comment.

SubjectType String True

The subject type of the comment.

SubjectName String True

The subject name of the comment.

CollectionId Integer True

The Id of the collection.

CollectionType String True

The type of the collection.

VisibleTo String True

Who the comment is visible to: Everyone, Owner, or NamedGroup.

GroupId Integer True

The Id of the group.

OwnerId Integer True

The Id of the owner.

AuthorId Integer True

The Id of the author of the comment.

CreatedAt Datetime True

The date and time when the comment was created.

UpdatedAt Datetime True

The date and time when the comment was last updated.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
ParentType String

Whether the comment is associated with a note or email.

The allowed values are note, email.

The default value is note.

Highrise Connector for CData Sync

Companies

Create, update, delete, and query Highrise Companies. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM Companies WHERE UpdatedAt > '2012-01-12' 

Insert

To insert a new Company, provide at least a Company Name and a Background for the Company.

INSERT INTO Companies (Name, Background) VALUES ('Company name', 'The description') 

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table Companies.

Name String False

The Name column for the table Companies.

Background String False

The Background column for the table Companies.

EmailAddressAggregate String False

The EmailAddressAggregate column for the table Companies.

PhoneNumberAggregate String False

The PhoneNumberAggregate column for the table Companies.

AddressAggregate String False

The AddressAggregate column for the table Companies.

InstantMessengerAggregate String False

The InstantMessengerAggregate column for the table Companies.

TwitterAccountAggregate String False

The TwitterAccountAggregate column for the table Companies.

WebAddressAggregate String False

The WebAddressAggregate column for the table Companies.

AvatarURL String False

The AvatarURL column for the table Companies.

VisibleTo String False

The VisibleTo column for the table Companies.

OwnerId String False

The OwnerId column for the table Companies.

GroupId String False

The GroupId column for the table Companies.

AuthorId String True

The AuthorId column for the table Companies.

CreatedAt String True

The CreatedAt column for the table Companies.

UpdatedAt String True

The UpdatedAt column for the table Companies.

PartyCustomField1 String False

A CustomField of type party.

PartyCustomField2 String False

A CustomField of type party.

SubjectData String False

A Subject Dat for the table Companies.

Highrise Connector for CData Sync

CustomFields

Return all custom fields used in the account.

Table Specific Information

Select

Retrieve Custom Fields created for your account.

SELECT * FROM CustomFields

You can also retrieve Custom Fields by type.

SELECT * FROM CustomFields WHERE type = 'deal'

Insert

To insert a new Custom Field, provide the Label. Only Custom Fields of type 'party' can be created.

INSERT INTO CustomFields (Label) VALUES ('My new Custom Field')

Update

Change the Label of a field by providing its Id.

UPDATE CustomFields SET Label = 'Test' WHERE Id = '4321'

Delete

Delete a Custom Field by specifying its Id.

DELETE FROM CustomFields WHERE Id = '4321'

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the custom field.

Label String False

The label for the custom field.

Type String True

The type for the custom field.

The allowed values are party, deal.

Highrise Connector for CData Sync

DealCategories

Create, update, delete, and query Deal Categories.

Table Specific Information

Insert

To insert a new Deal Category, at least a Category Name and a Color must be provided.

INSERT INTO DealCategories (Name, Color) VALUES ('A unique deal category', '5df4b5')  

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier for the category.

Name String False

The name of the category.

Color String False

The color as a hex value.

AccountId Integer True

A reference to the account.

ElementsCount Integer True

The number of elements in the category.

CreatedAt Datetime True

The date and time when this record was created.

UpdatedAt Datetime True

The date and time when this record was last updated.

Highrise Connector for CData Sync

Deals

Create, update, delete, and query Highrise Deals. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported in the WHERE clause. The following query selects Deals that were updated after a given date.

SELECT * FROM Deals WHERE UpdatedAt > '2012-01-12'

Insert

Name, CategoryId, Background, Currency, Price, PriceType, Duration, and PartyId are required to create a new Deal.

INSERT INTO Deals (Name, CategoryId, Background, Currency, Price, PriceType, Duration, PartyId) VALUES ('deal with someone', 4195389, 'black', 'usd', 500, 'fixed', 123545, 149760370)  

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table Deals.

Name String False

The Name column for the table Deals.

AccountId String False

The AccountId column for the table Deals.

AuthorId String False

The AuthorId column for the table Deals.

Background String False

The Background column for the table Deals.

CategoryId String False

The CategoryId column for the table Deals.

Currency String False

The Currency column for the table Deals.

Duration String False

The Duration column for the table Deals.

VisibleTo String False

The VisibleTo column for the table Deals.

GroupId String False

The GroupId column for the table Deals.

OwnerId String False

The OwnerId column for the table Deals.

PartyId String False

The PartyId column for the table Deals.

Price String False

The Price column for the table Deals.

PriceType String False

The PriceType column for the table Deals.

ResponsiblePartyId String False

The ResponsiblePartyId column for the table Deals.

Status String False

The Status column for the table Deals.

StatusChangedOn String True

The StatusChangedOn column for the table Deals.

CreatedAt String True

The CreatedAt column for the table Deals.

UpdatedAt String True

The UpdatedAt column for the table Deals.

DealCustomField1 String False

A Custom Field of type deal.

DealCustomField2 String False

A Custom Field of type deal.

Highrise Connector for CData Sync

Groups

Query, create, update and delete your account's groups

Table Specific Information

Select

Retrieve the list of groups created in your Highrise account.

SELECT * FROM Groups

Insert

Create a new group by providing its name.

INSERT INTO Groups (Name) VALUES ('ABC123')

Update

Modify a group's name by providing the group's Id

UPDATE Groups SET Name = 'ABC' WHERE Id = '123'

Delete

Delete a group by providing the group's Id

DELETE FROM Groups WHERE Id = '123'

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the group.

Name String False

The name of the group.

Highrise Connector for CData Sync

Notes

Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.

Table Specific Information

Select

To retrieve Notes, provide a SubjectType that the Note belongs to, such as People, Companies, Cases, or Deals, and the Subject Id.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370
To retrieve information related to a specific note, provide the Id of the note.
SELECT * FROM Notes WHERE Id = 351922361
To retrieve all the notes from all the companies, you can use a subquery with IN operator.
SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId IN (SELECT Id FROM Companies)

For datetime columns only the '>' and '>=' operators are supported in the WHERE clause.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370 AND UpdatedAt > '2012-01-12'

Insert

The Note's Body, Subject Id, and Subject Type are required to create a new Note.

INSERT INTO Notes (Body, SubjectId, SubjectType) VALUES ('my note', 149760370, 'Companies') 

Update

To update an existing Note, you must provide its Id.

UPDATE NOTES SET Body = 'updated note' WHERE Id = 499468019

Delete

To delete an existing Note, you must provide its Id.

DELETE FROM NOTES WHERE Id = 499929021

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the note.

Title String True

The title of the note.

Body String False

The body of the note.

AuthorId Integer True

The Id of the author of the note.

SubjectId Integer True

The Id of the subject of the note. This can be a reference to a person, company, case, or deal.

SubjectType String True

The subject type of the note: Person, Company, Case, Deal.

SubjectName String True

The subject name of the note.

CollectionId Integer True

The Id of the collection associated with the note.

CollectionType String True

The type of the collection associated with the note.

VisibleTo String True

Who the note is visible to: Everyone, Owner, or NamedGroup.

OwnerId Integer True

The Id of the owner associated with the note.

GroupId Integer True

The Id of the group associated with the note.

CreatedAt Datetime True

The date and time when the note was created.

UpdatedAt Datetime True

The date and time when the note was last updated.

Attachments String False

The attachments attached with the notes.

Highrise Connector for CData Sync

People

Create, update, delete, and query Highrise People. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM People WHERE UpdatedAt > '2016-04-18' 

Insert

To insert a Person provide at least First Name, Last Name, and the Job Title.

INSERT INTO People (FirstName, LastName, Title) VALUES ('FirstName', 'LastName', 'CEO') 

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table People.

FirstName String False

The FirstName column for the table People.

LastName String False

The LastName column for the table People.

Title String False

The Title column for the table People.

Background String False

The Background column for the table People.

EmailAddressAggregate String False

The EmailAddressAggregate column for the table People.

PhoneNumberAggregate String False

The PhoneNumberAggregate column for the table People.

AddressAggregate String False

The AddressAggregate column for the table People.

InstantMessengerAggregate String False

The InstantMessengerAggregate column for the table People.

TwitterAccountAggregate String False

The TwitterAccountAggregate column for the table People.

WebAddressAggregate String False

The WebAddressAggregate column for the table People.

CompanyID String False

The CompanyID column for the table People.

CompanyName String False

The CompanyName column for the table People.

LinkedInURL String False

The LinkedInURL column for the table People.

AvatarURL String False

The AvatarURL column for the table People.

VisibleTo String False

The VisibleTo column for the table People.

OwnerId String False

The OwnerId column for the table People.

GroupId String False

The GroupId column for the table People.

AuthorId String True

The AuthorId column for the table People.

CreatedAt String True

The CreatedAt column for the table People.

UpdatedAt String True

The UpdatedAt column for the table People.

PartyCustomField1 String False

A CustomField of type party.

PartyCustomField2 String False

A CustomField of type party.

Highrise Connector for CData Sync

TaskCategories

Create, update, delete, and query Task Categories.

Table Specific Information

Insert

To insert a new Task Category, provide at least a Category Name and a Color.

INSERT INTO TaskCategories (Name, Color) VALUES ('A unique task category', '5df4b5')  

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the task category.

Name String False

The name of the task category.

Color String False

The color as a hex value.

AccountId Integer True

The Id of the account associated with the task category.

ElementsCount Integer True

The number of task categories.

CreatedAt Datetime True

The date and time when the task category was created.

UpdatedAt Datetime True

The date and time when the task category was last updated.

Highrise Connector for CData Sync

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Highrise Connector for CData Sync Views

Name Description
Account Retrieve information about the current user's account.
Deletions Query deleted resources.
Emails Query Emails that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.
GroupUsers Query the groups created in your account and the users that are associated with the groups.
Memberships Query information about your account's memberships.
Tags Query information about your account's tags.
Tasks Retrieve Tasks created in the account.
Users Return information about your account's active users.

Highrise Connector for CData Sync

Account

Retrieve information about the current user's account.

Table Specific Information

Select

Retrieve information about current user's account

SELECT * FROM Account

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the account in Highrise.
Name String The name the account is registered for.
Subdomain String The account's subdomain.
Plan String The plan the account was opened with.
OwnerId Integer The identifier of the account's user.
PeopleCount Integer The number of persons maintained in the account.
Storage Integer The bytes taken up in the account.
SSLEnabled Boolean Whether SSL is enabled for the account.
CreatedAt Datetime The date and time when the account was created.
UpdatedAt Datetime The date and time when the task category was last updated.
ColorTheme String The ColorTheme for the account.

Highrise Connector for CData Sync

Deletions

Query deleted resources.

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the deleted resource.
Type String The type of resource.
DeletedAt Datetime The date and time when the resource was deleted.

Highrise Connector for CData Sync

Emails

Query Emails that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.

Table Specific Information

Select

To retrieve Emails, provide a SubjectType that the Email belongs to, such as People, Company, Case, or Deal, and the Subject Id.

SELECT * FROM Emails WHERE SubjectType = 'People' AND SubjectId = '1234567' 
SELECT * FROM Emails WHERE SubjectType = 'Company' AND SubjectId = '1234567' 

To retrieve information related to a specific email, provide the Id of the email.

SELECT * FROM Emails WHERE Id = '1234567'

To retrieve all the emails from all the companies, you can use a subquery with IN operator.

SELECT * FROM Emails WHERE SubjectType = 'Company' AND SubjectId IN (SELECT Id FROM Companies)

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM Emails WHERE SubjectType = 'People' AND SubjectId = '1234567' AND UpdatedAt > "2016-01-01"

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the email.
Title String The title of the email.
Body String The body of the email.
AuthorId Integer The Id of the author of the email.
SubjectId Integer The Id of the subject of the email.
SubjectType String The subject type of the email. The allowed values are People, Company, Case, Deal.
SubjectName String The subject name of the email.
CollectionId Integer The Id of the collection.
CollectionType String The type of the collection.
VisibleTo String Who the email is visible to: Everyone, Owner, or NamedGroup.
OwnerId Integer The Id of the owner associated with the email.
GroupId Integer The Id of the group associated with the email.
CreatedAt Datetime The date and time when the email was created.
UpdatedAt Datetime The date and time when the email was last updated.
Attachments String The attachments attached with the email.

Highrise Connector for CData Sync

GroupUsers

Query the groups created in your account and the users that are associated with the groups.

Table Specific Information

Select

Retrieve all the groups of your account and all the users in each group

SELECT * FROM GroupUsers 

You can also retrieve all users that belong to one group

SELECT * FROM GroupUsers WHERE GroupId = '123'

Columns

Name Type References Description
GroupId [KEY] Integer The unique identifier of the group.
GroupName String The name of the group.
UserId [KEY] Integer Id of the user belonging to the group.
Username String Name of the user belonging to the group.
UserEmailAddress String Name of the user belonging to the group.

Highrise Connector for CData Sync

Memberships

Query information about your account's memberships.

Table Specific Information

Select

Retrieve all group memberships in your account

SELECT * FROM Memberships

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the membership.
GroupId Integer The group identifier of this membership.
UserId Integer The user identifier of this membership.
CreatedAt Datetime The date and time when the user was added to the group.
UpdatedAt Datetime The date and time when the membership was last updated.

Highrise Connector for CData Sync

Tags

Query information about your account's tags.

Table Specific Information

Select

Retrieve all tags in your account

SELECT * FROM Tags

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the tag.
Name String The name of the tag.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
SubjectType String The subject type of the tag. The allowed values are People, Company, Case, Deal.
SubjectId Integer The Id of the subject of the tag.

Highrise Connector for CData Sync

Tasks

Retrieve Tasks created in the account.

Table Specific Information

Select

Retrieve all tasks that are visible to the current user

SELECT * FROM Tasks

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the task.
AuthorId Integer The Id of the user that created the task.
OwnerId Integer The Id of the user owning the task.
Body String The instructions of the task.
Frame String The description for the deadline of the task, such as today,tomorrow,this_week,next_week,later, overdue.
CategoryId Integer The category id of the task.
DoneAt Datetime The date and time when the task was completed.
DueAt Datetime The date and time when the task is due for completion.
AlertAt Datetime The date and time when the user will be alerted next about the task.
SubjectId Integer The Id of the subject the task is created for.
SubjectName String The Name of the subject the task is created for.
SubjectType String The subject's type. The types are Case,People,Deal,Company
CreatedAt Datetime The date and time when the task category was created.
UpdatedAt Datetime The date and time when the task category was last updated.
RecordingId Integer The recording Id for the task.

Highrise Connector for CData Sync

Users

Return information about your account's active users.

Table Specific Information

Select

Retrieve all users of your account

SELECT * FROM Users

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the user.
Name String The name of the user.
EmailAddress String The email address of the user.
Admin Boolean Whether the user has admin privileges
CreatedAt Datetime The date and time when the user was created.
UpdatedAt Datetime The date and time when the user was last updated.

Highrise Connector for CData Sync

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Highrise.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Highrise, along with an indication of whether the procedure succeeded or failed.

Highrise Connector for CData Sync Stored Procedures

Name Description

Highrise Connector for CData Sync

GetOAuthAccessToken

Gets the OAuth access token from Highrise.

Input

Name Type Required Description
AuthMode String True The Highrise authentication mode. user_agent or web_server. Default is web_server.

The default value is web_server.

CallbackUrl String False The URL the user will be redirected to after authorizing your application.
Verifier String False The verifier token returned by Highrise. Required for only the Web AuthMode.
State String False This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Highrise authorization server and back. Possible uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.

Result Set Columns

Name Type Description
OAuthAccessToken String The OAuth token.
OAuthRefreshToken String The OAuth refresh token.
ExpiresIn String The remaining lifetime for the access token in seconds.

Highrise Connector for CData Sync

GetOAuthAuthorizationURL

Gets the Highrise authorization URL. Access the URL returned in the output in a Web browser. This requests the access token that can be used as part of the connection string to Highrise.

Input

Name Type Required Description
CallbackUrl String True The URL that Highrise will return to after the user has authorized your app.
State String False This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Highrise authorization server and back. Possible uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.

Result Set Columns

Name Type Description
URL String The URL to be entered into a Web browser to obtain the verifier token and authorize the data provider.

Highrise Connector for CData Sync

RefreshOAuthAccessToken

Refreshes the OAuth access token used for authentication with various Highrise services.

Input

Name Type Required Description
OAuthRefreshToken String True The refresh token returned with the previous access token.

Result Set Columns

Name Type Description
OAuthAccessToken String The authentication token returned from Highrise. This can be used in subsequent calls to other operations for this particular service.
OAuthRefreshToken String A token that may be used to obtain a new access token.
ExpiresIn String The remaining lifetime on the access token.

Highrise Connector for CData Sync

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeWhether to connect to Highrise with OAuth2 or APIToken.
AccountIdAccount Id of the currently authenticated user.
APITokenAPIToken of the currently authenticated user.

OAuth


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous


PropertyDescription
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
Highrise Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeWhether to connect to Highrise with OAuth2 or APIToken.
AccountIdAccount Id of the currently authenticated user.
APITokenAPIToken of the currently authenticated user.
Highrise Connector for CData Sync

AuthScheme

Whether to connect to Highrise with OAuth2 or APIToken.

Remarks

  • OAuth2: Set this to perform OAuth2 authentication.
  • APIToken: Set this to perform APIToken authentication.

Highrise Connector for CData Sync

AccountId

Account Id of the currently authenticated user.

Remarks

Account Id of the currently authenticated user. This property is required to execute commands.

Highrise Connector for CData Sync

APIToken

APIToken of the currently authenticated user.

Remarks

APIToken of the currently authenticated user.

Highrise Connector for CData Sync

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
Highrise Connector for CData Sync

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Sync App and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

Highrise Connector for CData Sync

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

Highrise Connector for CData Sync

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
Highrise Connector for CData Sync

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

Highrise Connector for CData Sync

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
Highrise Connector for CData Sync

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the Sync App opens a connection to Highrise. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to Highrise. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the Sync App sends data to Highrise. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

Highrise Connector for CData Sync

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Highrise Connector for CData Sync

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Highrise Connector for CData Sync

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Highrise Connector for CData Sync

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Highrise Connector for CData Sync

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
Highrise Connector for CData Sync

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

Highrise Connector for CData Sync

ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

Highrise Connector for CData Sync

ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

Highrise Connector for CData Sync

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

  • BASIC: The Sync App performs HTTP basic authentication.
  • DIGEST: The Sync App performs HTTP digest authentication.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

Highrise Connector for CData Sync

ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The username of a user registered with the proxy server.
DIGEST The username of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

Highrise Connector for CData Sync

ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

Highrise Connector for CData Sync

ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTODefault setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

Highrise Connector for CData Sync

ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

Highrise Connector for CData Sync

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
Highrise Connector for CData Sync

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files. —
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules. —
DEMN Messages related to SQL remoting. —
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module. —
TRANCE Advanced messages concerning low-level product operations. —

Highrise Connector for CData Sync

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Highrise Connector for CData Sync

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\Highrise Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

Highrise Connector for CData Sync

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Highrise Connector for CData Sync

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Highrise Connector for CData Sync

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Highrise Connector for CData Sync

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
Highrise Connector for CData Sync

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Highrise Connector for CData Sync

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting

PropertyDescription
DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=TrueConverts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

Highrise Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

Highrise Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Highrise Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM People WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json
When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Highrise Connector for CData Sync

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

All rights reserved.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

Copyright (C) 1999-2025 Contributors THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS COMMON PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

1. DEFINITIONS

"Contribution" means:

a) in the case of the initial Contributor, the initial code and documentation distributed under this Agreement, and b) in the case of each subsequent Contributor:

i) changes to the Program, and

ii) additions to the Program;

where such changes and/or additions to the Program originate from and are distributed by that particular Contributor. A Contribution 'originates' from a Contributor if it was added to the Program by such Contributor itself or anyone acting on such Contributor's behalf. Contributions do not include additions to the Program which: (i) are separate modules of software distributed in conjunction with the Program under their own license agreement, and (ii) are not derivative works of the Program.

"Contributor" means any person or entity that distributes the Program.

"Licensed Patents " mean patent claims licensable by a Contributor which are necessarily infringed by the use or sale of its Contribution alone or when combined with the Program.

"Program" means the Contributions distributed in accordance with this Agreement.

"Recipient" means anyone who receives the Program under this Agreement, including all Contributors.

2. GRANT OF RIGHTS

a) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free copyright license to reproduce, prepare derivative works of, publicly display, publicly perform, distribute and sublicense the Contribution of such Contributor, if any, and such derivative works, in source code and object code form.

b) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free patent license under Licensed Patents to make, use, sell, offer to sell, import and otherwise transfer the Contribution of such Contributor, if any, in source code and object code form. This patent license shall apply to the combination of the Contribution and the Program if, at the time the Contribution is added by the Contributor, such addition of the Contribution causes such combination to be covered by the Licensed Patents. The patent license shall not apply to any other combinations which include the Contribution. No hardware per se is licensed hereunder.

c) Recipient understands that although each Contributor grants the licenses to its Contributions set forth herein, no assurances are provided by any Contributor that the Program does not infringe the patent or other intellectual property rights of any other entity. Each Contributor disclaims any liability to Recipient for claims brought by any other entity based on infringement of intellectual property rights or otherwise. As a condition to exercising the rights and licenses granted hereunder, each Recipient hereby assumes sole responsibility to secure any other intellectual property rights needed, if any. For example, if a third party patent license is required to allow Recipient to distribute the Program, it is Recipient's responsibility to acquire that license before distributing the Program.

d) Each Contributor represents that to its knowledge it has sufficient copyright rights in its Contribution, if any, to grant the copyright license set forth in this Agreement.

3. REQUIREMENTS

A Contributor may choose to distribute the Program in object code form under its own license agreement, provided that:

a) it complies with the terms and conditions of this Agreement; and

b) its license agreement:

i) effectively disclaims on behalf of all Contributors all warranties and conditions, express and implied, including warranties or conditions of title and non-infringement, and implied warranties or conditions of merchantability and fitness for a particular purpose;

ii) effectively excludes on behalf of all Contributors all liability for damages, including direct, indirect, special, incidental and consequential damages, such as lost profits;

iii) states that any provisions which differ from this Agreement are offered by that Contributor alone and not by any other party; and

iv) states that source code for the Program is available from such Contributor, and informs licensees how to obtain it in a reasonable manner on or through a medium customarily used for software exchange.

When the Program is made available in source code form:

a) it must be made available under this Agreement; and

b) a copy of this Agreement must be included with each copy of the Program.

Contributors may not remove or alter any copyright notices contained within the Program.

Each Contributor must identify itself as the originator of its Contribution, if any, in a manner that reasonably allows subsequent Recipients to identify the originator of the Contribution.

4. COMMERCIAL DISTRIBUTION

Commercial distributors of software may accept certain responsibilities with respect to end users, business partners and the like. While this license is intended to facilitate the commercial use of the Program, the Contributor who includes the Program in a commercial product offering should do so in a manner which does not create potential liability for other Contributors. Therefore, if a Contributor includes the Program in a commercial product offering, such Contributor ("Commercial Contributor") hereby agrees to defend and indemnify every other Contributor ("Indemnified Contributor") against any losses, damages and costs (collectively "Losses") arising from claims, lawsuits and other legal actions brought by a third party against the Indemnified Contributor to the extent caused by the acts or omissions of such Commercial Contributor in connection with its distribution of the Program in a commercial product offering. The obligations in this section do not apply to any claims or Losses relating to any actual or alleged intellectual property infringement. In order to qualify, an Indemnified Contributor must: a) promptly notify the Commercial Contributor in writing of such claim, and b) allow the Commercial Contributor to control, and cooperate with the Commercial Contributor in, the defense and any related settlement negotiations. The Indemnified Contributor may participate in any such claim at its own expense.

For example, a Contributor might include the Program in a commercial product offering, Product X. That Contributor is then a Commercial Contributor. If that Commercial Contributor then makes performance claims, or offers warranties related to Product X, those performance claims and warranties are such Commercial Contributor's responsibility alone. Under this section, the Commercial Contributor would have to defend claims against the other Contributors related to those performance claims and warranties, and if a court requires any other Contributor to pay any damages as a result, the Commercial Contributor must pay those damages.

5. NO WARRANTY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, THE PROGRAM IS PROVIDED ON AN "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Each Recipient is solely responsible for determining the appropriateness of using and distributing the Program and assumes all risks associated with its exercise of rights under this Agreement, including but not limited to the risks and costs of program errors, compliance with applicable laws, damage to or loss of data, programs or equipment, and unavailability or interruption of operations.

6. DISCLAIMER OF LIABILITY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, NEITHER RECIPIENT NOR ANY CONTRIBUTORS SHALL HAVE ANY LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS), HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OR DISTRIBUTION OF THE PROGRAM OR THE EXERCISE OF ANY RIGHTS GRANTED HEREUNDER, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

7. GENERAL

If any provision of this Agreement is invalid or unenforceable under applicable law, it shall not affect the validity or enforceability of the remainder of the terms of this Agreement, and without further action by the parties hereto, such provision shall be reformed to the minimum extent necessary to make such provision valid and enforceable.

If Recipient institutes patent litigation against a Contributor with respect to a patent applicable to software (including a cross-claim or counterclaim in a lawsuit), then any patent licenses granted by that Contributor to such Recipient under this Agreement shall terminate as of the date such litigation is filed. In addition, if Recipient institutes patent litigation against any entity (including a cross-claim or counterclaim in a lawsuit) alleging that the Program itself (excluding combinations of the Program with other software or hardware) infringes such Recipient's patent(s), then such Recipient's rights granted under Section 2(b) shall terminate as of the date such litigation is filed.

All Recipient's rights under this Agreement shall terminate if it fails to comply with any of the material terms or conditions of this Agreement and does not cure such failure in a reasonable period of time after becoming aware of such noncompliance. If all Recipient's rights under this Agreement terminate, Recipient agrees to cease use and distribution of the Program as soon as reasonably practicable. However, Recipient's obligations under this Agreement and any licenses granted by Recipient relating to the Program shall continue and survive.

Everyone is permitted to copy and distribute copies of this Agreement, but in order to avoid inconsistency the Agreement is copyrighted and may only be modified in the following manner. The Agreement Steward reserves the right to publish new versions (including revisions) of this Agreement from time to time. No one other than the Agreement Steward has the right to modify this Agreement. IBM is the initial Agreement Steward. IBM may assign the responsibility to serve as the Agreement Steward to a suitable separate entity. Each new version of the Agreement will be given a distinguishing version number. The Program (including Contributions) may always be distributed subject to the version of the Agreement under which it was received. In addition, after a new version of the Agreement is published, Contributor may elect to distribute the Program (including its Contributions) under the new version. Except as expressly stated in Sections 2(a) and 2(b) above, Recipient receives no rights or licenses to the intellectual property of any Contributor under this Agreement, whether expressly, by implication, estoppel or otherwise. All rights in the Program not expressly granted under this Agreement are reserved.

This Agreement is governed by the laws of the State of New York and the intellectual property laws of the United States of America. No party to this Agreement will bring a legal action under this Agreement more than one year after the cause of action arose. Each party waives its rights to a jury trial in any resulting litigation.

Copyright (c) 2026 CData Software, Inc. - All rights reserved.
Build 25.0.9539