How to update Highrise from Excel

The CData Excel Add-In for Highrise enables you to edit and save Highrise data directly from Excel. This article explains how to transfer data from Excel to Highrise. This technique is useful if you want to work on Highrise data in Excel and update changes, or if you have a whole spreadsheet you want to import into Highrise. In this example, you will use the Deals table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Highrise connection by clicking From Highrise on the ribbon.

Highrise uses the OAuth authentication standard. To authenticate to Highrise, obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.

See the "Getting Started" section in the help documentation for a guide to using OAuth.

Retrieve Data from Highrise

To insert data into Highrise, you will first need to retrieve data from the Highrise table you want to add to. This links the Excel spreadsheet to the Highrise table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Highrise button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Deals table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Highrise

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Highrise, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Deals sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.