Migrating from Highrise to Zoho CRM

Migrating from Highrise to Zoho CRM

Migration from Highrise to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times. 

Get API Token from Highrise

To get API token and Instance URL

  1. Log in to your Highrise account.
  2. Copy the Instance URL from the browser.
    It will be in this format: https://sample.highrisehq.com/
  3. Click Accounts & settings > My Info > Integrations.
  4. Under Authentication token, copy the API token.

Migrate data from Highrise

To migrate data from Highrise
  1. Go to Setup > Data Administration > Import.
  2. In the Data Migration page, do the following:
    • Choose Highrise
    • Enter the Instance URL and the API Token.
    • Click Migrate Now.
      You will be notified when the migration is complete via a pop-up and an email.

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.  

For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Highrise's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration. 

Notes: 
  1. Zoho CRM does not support custom modules in API migrations.
  2. Attachments, Photos are supported
  3. Notes of Companies, Deals, Cases, People are supported.
  1. Custom modules are not supported in API migrations.
  2. Custom Fields are supported as per the ZohoCRM's edition limit.

ZohoCRM FieldsHighrise Fields
CasesModified TimeUpdated At
Case OwnerOwner Id
Created TimeCreated At
Account NameParty(Company)
Record idid
Created ByAuthor Id
TagTags(only allowed remaining)
SubjectName
Related ToParty (person)
DealsPotential OwnerOwner id
Modified TimeUpdated At
DescriptionBackground
AmountPrice
Closing DateCreated At
Contact NameParty(Person)
TypeCategory
Potential NameName
CurrencyCurrency
StageStatus
Account NameCompany
Record idid
Created ByAuthor Id
TagTags
CompaniesAccountsAccount OwnerAuthor Id
DescriptionBackground
Shipping StateState (Work)
Websitewebaddress (Work)
PhoneNumber(Work)
Billing CountryCountry (Home)
Account NameName
Record idid
Modified TimeUpdated At
Billing StreetStreet (Home)
Created TimeCreated At
Billing CodeZip (Home)
Shipping CityCity(Work)
Shipping CountryCountry (Work)
Shipping CodeZIp (Work)
Billing CityCity (Home)
Billing StateState (Home)
Created ByOwner Id
TagTags
FaxNumber (Fax)
Shipping StreetStreet (Work)
UsersLast NameName
Record idid
EmailEmailAddress



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