Create custom fields while importing

Our next feature is for those of you who are just getting started with Highrise. Or long time users who have a large number of contacts to add soon.
Or those of you who have avoided getting all your contacts into Highrise because the whole process is a little intimidating.

Today we announce the ability to create custom fields during an import!

Instead of having to go back and forth between your file and Highrise, making sure all your custom fields are defined correctly, you can just go ahead and map your file. As you do so, any fields that don’t map directly to a field in Highrise can be added on the fly based on the label in your file:

This is another feature we hope alleviates steps and pain in your day.

We do recommend taking advantage of our custom field pre-defined values and generally going through your data first to make sure it’s clean from the start. Look for things like typos, email addresses that don’t end with the appropriate suffix, data that shouldn’t be blank, data in the wrong columns, etc.

However, you can always tweak after you’ve imported, by undoing the import and starting over or doing a bulk update.

And if you’re still having trouble with your imports, we can help! We’re experts at getting contacts in and can save you time there too. Don’t be shy about reaching out if you need help.

Have a great day!