Integration with Highrise

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  1. Bring Notes from Xero into Highrise

    Our web app automatically populates Highrise and it automatically populates Xero. Currently these two contacts are disconnected. This works ok, but there is one problem. The notes we enter against a contact in Xero are not imported into Highrise. We've been managing OK, but it would be a very useful feature in our credit control if the notes we enter against an invoice in Xero got back into our CRM.

    13 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    • Allow bcc'ing invoices to highrise dropbox

      Emailed invoices almost always need to go to more than one user in a target company. 1. the person that authorised the order 2. the accounts clerk
      3. BCC my highrise dropbox.

      Currently there is no way to save more than one email per company AND it would be great to have a per xero login dropbox account to BCC outbound emailed invoices to.

      12 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →

      • Create a new contact and draft invoice in xero when a deal changes to won

        12 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →

        • create a deal in highrise for new xero invoices against linked contacts

          12 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →

          • 2 way sync

            Not only sync Contacts from highrise to Xero but allow Xero to sync to Highrise without the need of investing in a 3rd party solution.

            6 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

            • Sync also contact home address, home phone number, home email and Highrise custom fields

              Xero only import contact work fields but most contacts have only home fields (home phone, home address, home email etc) and does not import highrise custom fields.

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →

              • Add support for multiple Highrise accounts

                We have more than one Highrise organisation under a single login so can't choose which one Xero connects to

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  started  ·  xeroAdminxero (Admin, Xero) responded

                  We’ll have support for this shortly. You’ll be able to choose which Highrise organization you want to connect with as part of the setup

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                Integration with Highrise

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