Question 1

Anaba Academy: Guide in 5 Steps

Accepted Answer

Welcome to your Anaba training space. This guide gathers all the essentials to help you quickly take control of Anaba and use it efficiently in your daily practice.

| Would you like to first understand how Anaba can support your business? Watch this short introduction video.

💡Want to share this guide with colleagues who also use Anaba? A ready-to-send email template is available here. (Coming soon)

5-STEP GUIDE

1. Log in & Activate Synchronization

🔗 Access Anaba

Click “Sign in with Microsoft” or “Sign in with your work email”.
Authenticate with either Microsoft or Gmail. If the authentication window does not appear, go to “My contacts to validate.”

💡Why it matters:

Your professional contacts are automatically retrieved from Outlook or Gmail exchanges.
You receive alerts whenever a contact changes firm or company.
You can validate or ignore new contacts in one click. ${vimeo}

2. Use the Outlook Add-In

💡Why it matters:

Add a contact directly from an email.
Search for contacts or organizations without leaving Outlook.
Send an email to a group of contacts in one action.
Manage your Anaba tasks directly from Outlook. ${vimeo}

3. Install the Chrome / Edge Extension

💡Why it matters:

Open Anaba from any browser tab.
Add a contact instantly from LinkedIn or any website.
Create enriched contact profiles and

Question 2

Install anaba on your Outlook Desktop app

Accepted Answer

Installing the Outlook add-in on your Outlook desktop application takes less than 2 minutes. Just follow the steps described below.

From your Outlook application, click on Get Add-ins in your menu bar on the top right.

|| If you don't see it, click on "File" in the menu bar and then "Manage Add-Ins".

When the pop up appears, click on the search bar at the top right and search for anaba. The "anaba for Outlook" extension appears in the results. Click on "Add" and then "Continue". That's it 😎.

Go back to your application and the anaba icon has just appeared next to the "Get Add-ins" icon. Click on it and log in with your Microsoft credentials you are using when you sign in to your outlook application.

Question 3

Import your contact files into anaba

Accepted Answer

Before anaba, you used to manage your contacts in Excel files, on your telephone, Outlook contacts or Google contacts. To centralize all these contacts in your company's anaba space, you can import these files.

This article explains the steps to follow for a successful import. Before you start, export your contacts to Excel.

Step 1: Preparing your file

Here's what you need to know to prepare your file properly:

If you need further clarification - or if you learn best from examples - we suggest you download our template to see what your file should look like, and thus make your import as easy as possible.
The first line of your file should be the header for your columns (last name, first name, emails…).
Each column in your file will correspond to a field in anaba. The information must therefore be in separate columns. Example: Contact name in column A, contact first name in column B
We have created pre-defined fields in anaba. If no anaba field corresponds to a column in your file and you wish to import it, you can add custom fields if you wish. Example: personal email, SIRET/SIREN, family, sub-family…
Contact persons in your file who do not have a first and/or last name will not be imported into anaba.
If there are several lines in your file with the same first and last name but different email addresses, 2 contacts will be created in anaba.
To avoid characte

Question 4

Managing Contact Privacy in Anaba: Private or Shared Contacts

Accepted Answer

Anaba allows you to adapt the visibility of your contacts and companies according to your needs: full transparency, semi-open database, or strictly private management.

|| Discover the 3 privacy modes to organize your database efficiently.

${vimeo}Manage Contact Privacy and Access Rights in Anaba

Open Database (Default Mode)

In this mode:

All users have access to all contacts and companies.
They can see all information: contact details, notes, phone number, last interactions, and more.
Ideal for maximum transparency and smooth opportunity sharing.

||| Once a tag has been assigned to a user/team, it is only visible to that user/team

💡 Good to know

Perfect for teams working in full collaboration.
You fully benefit from centralized and secure information in a single database.

Open Database with Manual Privacy

This mode allows you to keep your database largely shared, while still protecting sensitive contacts. How it works:

Create a tag or category (e.g., VIP or Partners).
Assign access rights for this tag or category to specific users or teams.
Apply the tag to the contacts you want to protect – only users or teams with access to that tag/category will see the contact details.

💡 Use cases

Law firm partners want to keep certain contacts confidential.
Sales teams can protect strategic prospects while sharing the rest of their database.

Fully Private by Default

For this

Question 5

Business card scan

Accepted Answer

This feature is available from the home page of our mobile application.

We've designed our business card scanner to meet the needs of any business:

* Powerful: we've integrated the best OCR (character recognition) solution on the market to give you a near-perfect result.

* Fast: scan the card directly from the home page of the mobile application and find the pre-filled contact directly in your assistant, ready to share with your colleagues.

* Flexible: would you like to delegate verification to another user? Simply set them up on your profile, and they too will receive the scanned contact in their assistant.

Scanned information

When you scan a business card, our solution analyzes and recovers the data present: First name, Last name, Company, Position, Home phone, Mobile phone, Mailing address.

Anything you add in the "comments" section will be imported into the contact's "memo".

Business card validation

Once scanned, the business card appears a few minutes later in your list of contacts to be validated. You can check the information by clicking on the little pencil next to the name. You can also take the opportunity to add tags and/or the appropriate category.

Once you have finished, you can "Share in anaba" the contact. It will be added to your existing contacts and will be accessible to all anaba users, provided they have access rights.

| Visible contacts in

Question 6

Users access levels on anaba

Accepted Answer

Default settings

What's the difference? For the sake of consistency and simplicity. The administrator can do everything, while the contributor CANNOT:

Access the administration area 🚫
Delete / Modify a category 🚫
Delete a company / person he hasn't created himself 🚫
Import / Export multiple contacts 🚫

The Reader CANNOT add / modify / delete anything. He can only view the contacts to which he has access and add reminders.

You can also create Teams to restrict access to certain contacts within your anaba space. To find out more, read this article.

Customizable settings

Every company has its own way of operating. We therefore give you the option of adapting contributor rights to suit your needs.

In the Administration > Account settings tab, you can choose whether or not contributors have the right to perform the following actions:
Create categories (Default: Yes)
Create projects (Default: Yes)
Create tags (Default: Yes)
Export contacts (Default: No)
Delete any contact (Default: No)

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