Official API documentation for Highrise

Overview

Highrise API

The Highrise API is implemented as vanilla XML over HTTP using all four verbs (GET/POST/PUT/DELETE). Every resource, like Person, Deal, or Party, has their own URL and are manipulated in isolation. In other words, we've tried to make the API follow the REST principles as much as we can.

You can explore the view part of the API (everything that's fetched with GET) through a regular browser. Using Firefox for this is particularly nice as it has a good, simple XML renderer (unlike Safari which just strips the tags and dumps the content). Pretty much any URL in Highrise can be viewed in its XML form by adding the .xml extension. So /people/4 becomes /people/4.xml if you want to see the XML version.

Wrappers and example code

Wrote your own API wrapper? Feel free to open a pull request and add to this list!

API Endpoints

(Hint: Press t to enable the file finder and type out the endpoint you need!)

Need a sample of each XML blob will look like? Check out the Data Reference.

Authentication

When you're using the API, it's always through an existing user in Highrise. There's no special API user. So when you use the API as "david", you get to see and work with what "david" is allowed to. Authenticating is done with an authentication token, which you'll find on the "My Info" screen in Highrise, in the "Integrations" tab.

When using the authentication token, you don't need a separate password. But since Highrise uses HTTP Basic Authentication, and lots of implementations assume that you want to have a password, it's often easier just to pass in a dummy password, like X.

Here's an example using the authentication token and a dummy password through curl:

curl -u 605b32dd:X https://example.highrisehq.com/people/1.xml

Remember that anyone who has your authentication token can see and change everything you have access to. So you want to guard that as well as you guard your username and password. If you come to fear that it has been compromised, you can regenerate it at any time from the "My Info" screen in Highrise.

You can also use OAuth 2 to authenticate users on their behalf without having to copy/paste API tokens or touch sensitive login info. Read the Basecamp API Authentication Guide for more info on using OAuth.

Note that the /me.xml endpoint is the one exception to token authentication: you can use a username and password to authenticate against this action. This allows developers to obtain the token for a user, given that user's username and password, which makes it easier for users to authenticate on mobile platforms and the like.

Identify your app

You should include a User-Agent header with the name of your application and a link to it or your email address so we can get in touch in case you're doing something wrong (so we may warn you before you're blacklisted) or something awesome (so we may congratulate you). Here's a couple of examples:

User-Agent: Freshbooks (http://freshbooks.com/contact.php)
User-Agent: Fabian's Ingenious Integration ([email protected])

Reading through the API

The Highrise API has two category of actions for reading: Get one, or get many. All these actions are done through an HTTP GET, which also means that they're all easily explorable through a browser as described above.

Here's a few examples of reading with curl:

curl -u 605b32dd:X https://example.highrisehq.com/kases/5.xml

curl -u 605b32dd:X https://example.highrisehq.com/people/27/notes.xml

If the read is successful, you'll get an XML response back along with the status code 200 OK.

Writing through the API

Creating, updating, and deleting resources through the API is almost as easy as reading, but you can't explore it as easily through the browser. Regardless of your implementation language, though, using curl to play first is a great idea. It makes it very easy to explore the API and is perfect for small scripts too.

When you're creating and updating resources, you'll be sending XML into Highrise. You need to let the system know that fact by adding the header Content-type: application/xml, so we know that it's not regular form-encoded data coming in. Then you just include the XML of the resource in the body of your request.

Here's a few examples creating new resources, first with the XML inline, second referencing the XML from a file:

curl -u 605b32dd:X -H 'Content-Type: application/xml' \
-d '<kase><name>Important matters</name></kase>' https://example.highrisehq.com/kases.xml

curl -u 605b32dd:X -H 'Content-Type: application/xml' \
-d @note.xml https://example.highrisehq.com/people/5/notes.xml

The response to a succesful creation is the status code 201 Created. You can get the URL of the new resource in the Location header (such that you know where to update your new resource in the future). We also include the complete XML for the final resource in the response. This is because you can usually get away with creating a new resource with less than all its regular attributes. Especially attributes like created_at can be helpful to get back from the creation.

Updating resources is done through the PUT verb and against the URL of the resource you want to update. Here's a few examples:

curl -u 605b32dd:X -X PUT -H 'Content-Type: application/xml' \
-d '<kase><name>Really important matters</name></kase>' https://example.highrisehq.com/kases/5.xml

curl -u 605b32dd:X -X PUT -H 'Content-Type: application/xml' \
-d @note.xml https://example.highrisehq.com/notes/27.xml

The response to a successful update is "200 OK". Finally, you can delete resources (if you're allowed to) using the DELETE verb. A few examples of that:

curl -u 605b32dd:X -X DELETE https://example.highrisehq.com/kases/5.xml

curl -u 605b32dd:X -X DELETE https://example.highrisehq.com/notes/27.xml

Note that you don't need to pass the content-type header because you're not sending any XML. The response to a successful delete is 200 OK.

Dealing with failure

If a request fails, the error information is returned with the HTTP status code. For instance, if a requested record could not be found, the HTTP response might look something like:

HTTP/1.1 404 The record could not be found
Date: Thu, 16 Mar 2006 17:41:40 GMT
...

Note that, in general, if a request causes a new record to be created (like a new message, or to-do item, etc.), the response will use the "201 Created" status. Any other successful operation (like a successful query, delete, or update) will use a 200 status code.

Rate limiting

Please note: We've lowered the API limit call to searching for contacts via an email address to 2 requests in a 10 second period and requests to GET /recordings.xml to 10 requests in 10 seconds.

All other limits remain at up to 150 requests per 5 second period from the same IP address for the same account.

Regardless of these limits, your integrations with our API should handle 503 Service Unavailable errors returned. Those will be returned if you exceed our limit, or we may have a temporary limit in place to handle surges or problematic load to the API.

Check for 503 Service Unavailable response from your requests and be sure to check the Retry-After header to see how many seconds to wait before retrying the request.

SSL Usage

A non-SSL request made against an account that has SSL enabled (and vice versa) will receive a "302 Found" response. The Location header will contain the correct URI.

If SSL is enabled for your account, ensure that you're using https. If it's not, ensure you're using http.

Alternative formats

XML is not the only other language than HTML you can make Highrise speak. We're also fairly fluent in Atom, CSV, and vCards. To subscribe to recordings (notes, emails, and comments), it's often easier to use the Atom feeds than to go through the XML API. Try browsing around Highrise to find the recording feeds. They're linked up with link-tags in the head of the HTML. For example, there's /recordings.atom for the getting the 25 most recent recordings across all subjects (people, companies, and cases). And there's /people/1/recordings.atom for getting just the last 25 about the person with ID = 1.

All parties (people and companies) can be retrieved in vCard form too. Just append the .vcf extension to the URL, like /people/4.vcf.

Conventions in the API documentation

In the documentation that follows, the following notation is used:

#{text}: Indicates text that should be replaced by your own data

...: Indicates content from the response has been elided for brevity in documentation. See the list of data responses at the end of the page for a full description of the format of that response type.

Help us make it better

Please tell us how we can make this API better. If you have a specific feature request or if you found a bug, please open a support ticket. Also, feel free to fork these docs and send a pull request with improvements!

To talk with us and other developers about the API, post a question on StackOverflow tagged highrise or open a support ticket.

Comments
  • add deal custom fields

    add deal custom fields

    This is an attempt to add deal custom fields to the docs. I've fooled with this sum in my dummy account. Rewrote the entire custom field section and added deals beneath it.

    @jon @n8 and @md -- please review and make any edits to make this more clear.

    opened by gallochris 2
  • rate-limit-change

    rate-limit-change

    This gives customers an indication of a small rate limit change.

    • API limit call to searching for contacts via an email address is now 2 requests in a 10 second period.
    opened by gallochris 1
  • update docs

    update docs

    @n8 - this adds recurring tasks to the API docs, could you please review?

    One thing I'm wondering, is there a reason 6 isn't one of the recurring_period integers?

    Was that for every two months? I see it skip from 5 to 7, only curious.

    opened by gallochris 0
  • fixes dead link

    fixes dead link

    This fixes the dead link under the list of sections: https://github.com/basecamp/highrise-api/blob/master/sections/custom_fields.md

    It was going here instead: https://github.com/basecamp/highrise-api/blob/master/_site/sections/custom_fields.md

    @n8 or @michaeldwan - please review and deploy when you get a chance.

    opened by gallochris 0
  • Added clarity around pagination limits.

    Added clarity around pagination limits.

    Have been caught out by this a couple of times now so thought I'd add some documentation around how the pagination limits work. This may be a little verbose but some clarification in the documentation is definitely needed.

    opened by shane-garelja 0
  • Small clarification

    Small clarification

    Small clarification based on a support request I raised with 37 Signals.

    It is not clear that the XML sections actually applies to custom fields.

    I also missed the reference to the custom fields data specification.

    opened by hypernumbers 0
  • Added Highrise Java API wrapper to list of API wrappers

    Added Highrise Java API wrapper to list of API wrappers

    Highrise Java API is a java client library for the Highrise CRM API. It contains the main entities of Highrise as Java classes and provides a clean and simple to use API to access the entities from Highrise. As this project was extracted from an Highrise Android app, the client library can be used for Android apps, too

    opened by dnobel 0
  • Added information about pagination (>500 parties)

    Added information about pagination (>500 parties)

    When getting tagged parties, the list is paginated using offsets. If 500 elements are returned (the page limit), use ?n=500 (e.g. GET /tags/#{id}.xml?n=500) to check for the next 500 and so on.

    opened by jimkring 0
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