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Highspot Integration Manual

Overview

Highspot is a paid add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

With the Highspot integration, users can import files from Highspot into Responsive. This is useful for users who would like any sales documentation stored in Highspot to be added easily to Responsive.

Select the applicable tab for your edition of Responsive.

  • Setting Up the Highspot Integration

    1. Go to Organization Settings > Integration > Collaboration and click Configure on the Highspot tile.
    2. Turn on the Highspot toggle. 
    3. In another window, go to Highspot and click on your profile image from the top right-hand corner, then click Settings > Developer.
    4. Copy the URL, Key, and Secret, then ensure that API Impersonation is enabled.
    5. Go back to Responsive and enter Highspot URL, Key, and Secret in their respective fields.
    6. Click Connect to Highspot, then click Submit.

    Adding Highspot Documents to Responsive

    Highspot documents can be added wherever adding documents and attaching files is available in Responsive (such as attaching files to Q&A pairs or adding documents to the Document library). For example, to add a Highspot document to the Document library:

    1. Click the Documents tab from the left-hand navigation menu, then the Add Files icon.
    2. Select Highspot from the list of options, select the documents you want to add, then click Add Content.
    3. Click Close.

    Exporting Responses to Highspot

    1. Go to the Project Dashboard of a Project, click the Menu and select Export Responses.
      Export_Responses_Button.jpeg
    2. From the list of export packages, click the Menu next to the package you want to export and select Publish to Highspot.
      Note: If you don't have any export packages available, you will need to generate one.

      Export_Responses.jpeg

    3. Select the spot to publish the package, then click Publish.
      Note: Users can only publish to spots where they have Read & Write access.
      Select_Spots.png
    4. Export packages that have been added to Highspot will show a Highspot icon next to the package name.
      Note: Publishing an export package more than once can cause duplicate files in Highspot. Please refer to Highspot settings to manage duplicates.
      Highspot_Icon.jpeg
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Setting Up the Highspot Integration

    1. Go to Organization Settings > Integration > Collaboration and click Configure on the Highspot tile.
    2. Turn on the Highspot toggle. 
    3. In another window, go to Highspot and click on your profile image from the top right-hand corner, then click Settings > Developer.
    4. Copy the URL, Key, and Secret, then ensure that API Impersonation is enabled.
    5. Go back to Responsive and enter Highspot URL, Key, and Secret in their respective fields.
    6. Click Connect to Highspot, then click Submit.

    Adding Highspot Documents to Responsive

    Highspot documents can be added wherever adding documents and attaching files is available in Responsive (such as attaching files to Q&A pairs or adding documents to the Document library). For example, to add a Highspot document to the Document library:

    1. Click the Documents tab from the left-hand navigation menu, then the Add Files icon.
    2. Select Highspot from the list of options, select the documents you want to add, then click Add Content.
    3. Click Close.

    Exporting Responses to Highspot

    1. Go to the Project Dashboard of a Project, click the Menu and select Export Responses.
      Export_Responses_Button.jpeg
    2. From the list of export packages, click the Menu next to the package you want to export and select Publish to Highspot.
      Note: If you don't have any export packages available, you will need to generate one.

      Export_Responses.jpeg

    3. Select the spot to publish the package, then click Publish.
      Note: Users can only publish to spots where they have Read & Write access.
      Select_Spots.png
    4. Export packages that have been added to Highspot will show a Highspot icon next to the package name.
      Note: Publishing an export package more than once can cause duplicate files in Highspot. Please refer to Highspot settings to manage duplicates.
      Highspot_Icon.jpeg

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