Highrise can do a lot, but not everything.
For example, write and send invoices, estimates, credit notes, reminders or letters to your customers within only a few seconds. This is where Billomat comes into play. The contacts you have already created with Highrise can be imported to your Billomat account within a few steps. This allows you to extend your customer management skills even more and saves you a lot of time.
Your advantages of the Highrise add-on:
For the use of the Highrise add-on for Billomat you need:
① Log in to Billomat
② Follow the path Master data > Customers > Import
③ Select Highrise as the format that is to be imported
④ Log in to www.highrisehq.com as an account holder and copy the account name as well as the API token
⑤ Enter the account name and the API token in Billomat
⑥ If necessary, add search keys and click on “Search for customers”
⑦ Check your selection and complete the import
⑧ Get started!