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Importing and Managing Contacts

Adding and inviting parents, guardians, and other student contacts.

From the Admin Console, navigate to 'Contacts' to visit the Contact Database.

Note: If you utilize one of Orah's SIS integrations or have an Open API connection, Contacts (like students) will be automatically imported into Orah.

Importing Contacts En Masse

The easiest way to import all contacts is to include contacts in the CSV when you import your Student Database.

If you import your students first and then need to add all of your contacts at a later date, the easiest way to mass add contacts is via a CSV update.

Adding Individual Contacts

In the Contact Database, click the 'Add Contacts' button next to the name of the applicable student.

Input the details and click the checkmark to save your changes.

Inviting Contacts to Create an Orah Account

Click the '0' to select all contacts or select contacts individually. Next, select the envelope icon at the top of the list.

You will be prompted with a 'Invite Contacts' pop-up to confirm the contacts you wish to invite. Once confirmed click 'Invite Contacts'.

Note: The system will detect if there are pending invites, and send reminders and skip over any Contact who is already connected.

Bulk Actions on the Contact Settings Page

The Contact Settings page now supports bulk actions, allowing administrators to manage multiple contacts at once without editing them individually. To use bulk actions:

  1. Navigate to Admin Console > Contacts

  2. Select multiple contacts using the checkboxes

  3. Choose the desired bulk action from the action menu (e.g. invite, update, delete)

This is especially useful when onboarding a new cohort or making changes across a large number of parent/guardian contacts at once.

Filtering Contacts

The Contacts page supports advanced filtering to help you find and audit contacts more precisely. You can filter by:

  • House or Tag — contacts linked to students in specific houses or with particular tags

  • Connection status — quickly identify students with or without connected guardian accounts

  • Relationship type — filter by role such as Mother, Father, or Guardian

These filters are available at Admin Console > Contacts.

Setting Primary Contacts

Students can now have one or more contacts designated as a Primary Contact. Primary contacts appear at the top of the student's contact list with a Primary badge, making the most important contacts immediately visible to staff.

Primary contacts can be set in three ways:

Manual Setup (Admin Console)

Navigate to Admin Console > Contacts. Edit the relevant contact and check the Primary checkbox to designate them as a primary contact for that student.

CSV Import

A new Primary column is available in the contact import CSV template. Set the value to TRUE to designate a contact as primary during a bulk import or CSV update.

Blackbaud Auto-Sync

For schools using the Blackbaud integration, primary contact status syncs automatically from Blackbaud — no additional configuration is required in Orah.

Veracross Configuration

For schools using the Veracross integration, configure which relationship types are treated as Primary via App Directory > Veracross > Contact Settings.

Updating Contact Information

Search for your contact that you wish to edit and click on the pencil icon next to their name.

Edit the information and click on the checkmark icon to save changes.

Note: You are only able to update the information displayed in the contacts section. The connected parent account data is information that the parents/guardians have provided during the account creation process. Only parents can edit this information.



If you have any questions after reading through, click the blue chat icon at the bottom right-hand corner of this page. This will start a conversation with one of Orah's Team.

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