Better Excel Imports and Error Messages

We recently announced some changes on better import messaging. And today we have more time saving tweaks to improve that important step of getting your leads and contacts into Highrise.

You’ve always been able to import from Excel to Highrise. But one quirk is that we didn’t support the more modern .xlsx file extension. The workaround was “easy”. You had to save your file from Excel to the older .xls standard (or .csv).

But what a pain. If you missed that we didn’t support .xlsx and tried to do an import, you’d get an error, then have to go through the process to get it converted.

Just too many steps.

So I am super happy to announce we now support .xlsx files on import.

It should be transparent when you’re importing files, but if you’ve been converting to .xls you can stop going through that process.

Additionally, on the .csv side we have better error messaging when .csv doesn’t support something in your file. We’ll tell you which lines are not valid to help you pinpoint the erroneous data:

We always want to help save as many clicks as possible so we hope these tweaks help. As always let us know if you have any questions or concerns send us a note: support@highrisehq.com.