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August 11, 2010

Migrating contacts from another CRM app into Highrise

HighriseBill Kobrin recently migrated 5,922 contact records from another CRM app into Highrise. At Highrise Answers, he explains the step-by-step process he used to first export a .csv file and then import it into Highrise.

I tested this several times and it works and of course the HR iphone app shows the company address, phone etc. as well so the auto-dial and address mapping work.

Read the full explanation.

Aug 11, 2010 12:02:45 PM | Highrise, Highrise: Tips and tricks
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