Excel Add-In for Highrise

Build 26.0.9770

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 Represents company records, including contact information, ownership, and custom field data.
CustomFields Return all custom fields used in the account.
DealCategories Create, update, delete, and query Deal Categories.
Deals Represents deal records, including pricing, status, and party information.
Groups Returns groups, including name and user membership details. For a more readable representation of a group's users, specify the GroupId field when selecting from the Users table. To change group memberships, see the Memberships table.
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 Represents person records, including contact information, company association, and ownership details.
TaskCategories Create, update, delete, and query Task Categories.

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Build 26.0.9770