How do I configure my HighQ Integration?

To configure this integration feature, your system administrator simply needs to follow the steps below.

First, you will need information from your HighQ instance that will be entered into DealCloser

• Log into your HighQ instance, click your profile icon in the top-right corner and select "System admin"

• Click "API application registration" in the left menu

• Find the DealCloser application registration and copy the following information:
  • Instance URL - ie: https://lawfirm.highq.com/lawfirm
  • Client ID - ie: 122
  • Client Secret - ie: 36b676b3c929d742b6fa49248f9d3054

• Now, log into DealCloser and click “Firm” in the top right of the navigation bar.
  
  

• Click “Firm Settings” in the left-side navigation bar.

• Click on the HighQ tab.

• Enter the information you got from HighQ earlier, including:
  • Instance URL - ie: https://lawfirm.highq.com/lawfirm
  • Client ID - ie: 122
  • Client Secret - ie: 36b676b3c929d742b6fa49248f9d3054
• Click “Authorize HighQ.”

• Input your Dealcloser login and password, then click “Sign in.”

• Grant Dealcloser access to your account by clicking “Allow.”

You will know you’ve created a successful configuration when you see “You are configured!” on your Firm Settings page.

If you should encounter any issues throughout this configuration process, please contact support@dealcloser.com.