Skip to content
Sign Up →
All posts

Sourcing CannaSpyglass Data for HighDay Integration

Picture of Katharine Baxter By   ·  3 minute read

At CannaSpyglass, we make it easy for users to integrate our data into their preferred CRM platforms. Where teams can experience friction is not within the data itself, but preparing that data to be CRM-ready in a way that supports their outreach workflows.

Through our partnership with HighDay, users can integrate CannaSpyglass data in their HighDay workflows. While this removes technical barriers, many teams still want more control over what enters their CRM so they are not populating it with unnecessary contacts.

Learn how to segment, filter, and structure CannaSpyglass data for HighDay. The focus is on data sourcing intentionally so your CRM stays clean, actionable, and aligned with your goals.

Mirroring HighDay’s Custom Fields to CSG’s Attribute Columns

Before starting data exploration in CannaSpyglass, every user should first take time to organize and customize their CRM layout in HighDay.

Your CRM should reflect how your team actually conducts outreach. Fields should exist to support personalization, segmentation, and follow-up, not just to store information. When fields are intentional, messaging becomes more relevant and contacts are handled with the appropriate context.

Best practice is to mirror HighDay custom fields directly to CannaSpyglass attribute columns. When your field names match CannaSpyglass attributes, exports integrate without any manual reformatting, misread data, or field error.

When building custom fields, the most reliable CannaSpyglass pages to model from are within the Operators Page.

Recommended CannaSpyglass report pages include:

Structuring HighDay around these views ensures that CannaSpyglass data translates smoothly and outreach-ready.

Mandatory Fields for Highday

Once your field structure is ready, the next step is ensuring the right foundational fields exist in HighDay before importing CannaSpyglass data. These fields allow CannaSpyglass exports to integrate seamlessly and remain usable for outreach, segmentation, and reporting.

Primary Contact and Business Fields

These fields should exist in HighDay prior to importing any data from CannaSpyglass:

  • First Name
  • Last Name
  • Email
  • Phone
  • Job Title
  • Business Name
  • Website
  • Street Address (optional)
  • City (optional)
  • State
  • Postal Code (optional)
  • Country
  • Business Type
  • Annual Revenue

Optional Custom Fields

These fields support core outreach and become even more powerful when used for personalization, segmentation, and targeted engagement. Attributes are sourced directly from CannaSpyglass.

  • Vertical
  • Vertical Detail
  • License No.
  • License Status
  • License Status Detail
  • Violation Type
  • Violation Type Detail
  • Violation Action
  • Violation Date
  • Estimated Revenue
  • CSG Activity
  • Average Price Per Ounce

Creating Custom Fields in HighDay

If there are CannaSpyglass attributes you want to integrate but do not have corresponding CRM fields for, you can create custom fields directly within HighDay.

To add custom fields, navigate to Contacts, then click Settings. From there, you will be brought to the custom fields configuration screen.

HighDay allows custom fields to be created instantly using several field types:

  • Text input
  • Values
  • Dropdown options
  • File uploads
  • Signatures

When creating custom fields to mirror CannaSpyglass attributes, we recommend using text input fields for most data points to maintain seamless integration. Text input fields provide flexibility and ensure HighDay reads CSG data.

For teams that want tighter CRM organization, dropdown or value-based fields can be used for select attributes such as market or license status. Keep in mind that these field types require predefined options and stricter formatting, which can impact integration if not configured correctly.

Using the People Page

The People Page is the most recommended report page for HighDay integration. This page is built to be CRM-ready and focuses on individuals working in the cannabis industry rather than licenses records alone.

Because HighDay is contact-centric, the People Page allows teams to move directly into outreach without additional restructuring.

Recommended attribute order:

  • Contact Name (optional)
  • First Name
  • Last Name
  • Work Email
  • Public Phone
  • Company
  • State
  • Company Website or Corporate ID
  • Contact Role
  • Company Type
  • Contact LinkedIn

Using the Operators Page

When sourcing data from the Operators Page, export only the views aligned with your focus. While contacts can be exported directly from an operator’s company tab, that data may include attributes not needed for CRM workflows.

For most cases, we recommend exporting from the following tabs:

  • Multi Contacts for all contacts associated with a license
  • Best Contacts for priority decision-makers based on CSG’s hierarchy data formula.

Recommended Operators Page Export View for HighDay

When exporting from Operators’ Multi-Contacts or Best Contacts, structure your report as follows:

  • Contact Full Name
  • Contact First Name
  • Contact Last Name
  • Contact Email
  • Contact Phone
  • Business Name
  • Address
  • City
  • County
  • State (Location)
  • Zip
  • Corporate ID for Website
  • Contact Type Detail
  • Estimated Revenue
  • Contact Type
  • Company LinkedIn

Some attributes may require new custom fields in HighDay, but including them ensures accurate contact records.

Structuring Complex Data Like Violations for Outreach

CannaSpyglass tracks violation data across multiple states, which can be integrated into HighDay to support more compliance-aware and personalized outreach.

To accurately capture violation data, create multiple dedicated custom fields in HighDay:

  • License No. (Text input)
  • Violation Type (text input)
  • Violation Type Detail (text input)
  • Violation Action (text input)
  • Violation Date (date or numerical field)

CRM Structuring with CannaSpyglass Data

Structuring your HighDay or CRM saves time, reduces friction, and allows teams to engage contacts more effectively while maintaining a personal touch.

Strong workflows start with strong data. When those two are aligned, growth becomes easier to manage, scale, and sustain.

Ready to build your CRM with CannaSpyglass data? Get started for free or book a demo to see how it fits into your workflow.

Why CannaSpyglass?

CannaSpyglass offers cannabis data subscription services that provide dependable, on-demand, and exclusive industry analytics. Our insights cover vital data on cannabis cultivation, business statistics, and enterprise information within the rapidly growing cannabis sector. Whether you are an established industry leader seeking business expansion or a lawmaker requiring essential research to inform policy, our up-to-date, cloud-based data can be tailored to your specific interests and regions.