Adding your external contacts to Raken makes collaboration easier across the board. Contacts are associated with the companies in your directory, so your field and office teams always have accurate contact information right where they need it.
Quick Answer
To add a contact:
Log into the Raken Web App.
Click Directory in the left side navigation bar.
Select Contacts.
Click the orange + Contact button in the top right corner.
Enter the contact's details and click Save.
How to Add Contacts on the Web
Step 1: Navigate to Contacts
Log into the Raken Web App. Click Directory in the left side navigation bar, then select Contacts.
Step 2: Create a New Contact
Click the orange + Contact button in the top right corner of the page.
Step 3: Enter Contact Details
Fill in the contact's information: First Name, Last Name, Email, Phone, Title, and Company. First Name, Last Name, and Company are the only required fields. Click Save. You will be taken to the newly created contact's profile page.
Bulk Import Contacts
To add multiple contacts at once, click the ellipsis (…) button to the left of the + Contact button. Select Import, then download the pre-formatted CSV sample file. Complete the file and upload it to import all contacts at once.
How to Edit Contacts on the Web
Step 1: Open the Contact
Click Directory in the left side navigation bar, then select Contacts. Click the contact you want to update.
Step 2: Edit and Save
Update any fields as needed—First Name, Last Name, Email, Phone, Title, or Company. Click the orange Save button in the top right corner.
To bulk inactivate or delete contacts, check the box next to each contact's name and then select the desired action from the top right corner of the page.
Troubleshooting and FAQ
Does adding a contact give them access to Raken?
No. Contacts are external records in your directory. They do not receive a Raken login. To invite someone to collaborate on a project, use the Collaborators feature in the Project Directory.
Do contacts need to be associated with a company?
Yes, Company is a required field when adding a contact. Make sure the company exists in your Directory before adding contacts.
Can I import a large contact list all at once?
Yes. Use the Import option (ellipsis menu next to + Contact) to bulk upload contacts via a formatted CSV file.
Technical Specifications
Platform: Web App only
Access: Account Administrators and users with contact management permissions
Required fields: First Name, Last Name, Company
Bulk actions: Import via CSV, bulk inactivate, bulk delete
Considerations
Contacts are associated with companies in your directory. Add the company first before creating contacts under it.
Contact information managed in the Company Directory is available across your entire organization—updates are reflected everywhere the contact appears.
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More Questions?
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