How to Export Deals from Highrise into a CSV file

Published 06 December 2019

Description

Export Highrise deal data into CSV file with Import2 Wizard. Include related company, contact and owner information all in a single file.

1. Connect your Highrise account

2. Setup the export, including the frequency and where to deliver it to

3. Choose the export columns and whether you wish to apply any filters

4. Download the CSV file

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