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Highrise

Highrise

Setup Guide

Follow these steps to connect Highrise to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Highrise into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the AccountId of the currently authenticated user.

  6. Select an Auth Scheme and follow the relevant instructions below.

Authentication Methods

OAuth2

The Callback URL, or Redirect URL, is the URL you need (https://oauth.cdata.com/oauth/) when setting up your OAuth app. Copy this URL and paste it into your OAuth app.

  1. Click Sign in to connect securely through OAuth. This action opens the Highrise sign-in page in a new tab.

  2. Log in to your Highrise account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Cloud Add Highrise Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

APIToken

  1. Enter the API Token of the currently authenticated user.

  2. At the top of the CData Connect Cloud Add Highrise Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Highrise, see this information page.