Scanning Business Cards with Insightly's Mobile Application

About

Users have the ability to take a photo of a business card via the Insightly mobile application and Insightly will subsequently create a CRM Contact or Lead with the information presented on the business card. Existing Contacts and Leads can also be updated by scanning their business card. This functionality is available on all paid accounts. 

Article Contents

• About
• How Does it Work?
  • Scanning Business Cards

How Does it Work?

Scanning Business Cards

1. Select the menu icon in the upper left corner and from the expanded menu screen, select either the Contacts or the Leads object. 
2. From either the Contacts or Leads object, select the + icon (other + icons throughout the application do not allow for scanning business cards):
   • iOS: The + option is located in the upper right corner. 
   • Android: The + option is located in the lower right corner.
3. From the available options in the + popup menu, select Scan Business Cards. If prompted, allow the Insightly mobile application access to the device's camera/photos. 
   1. The mobile application will display a camera screen where a user can take a photo of the business card. The following options are available for utilization:
      • Flash: Flash can be used in low light situations in order to better capture the card information. 
      • Capture: To capture a photo of the business card, select the Capture option - this is the option with the camera icon. 
      • Flip Camera: It is recommended to utilize a rear facing camera when taking photos of business cards. If utilization of the front facing camera is necessary, this option can be selected. 
   2.  Once a photo of the business card has been captured, a review of the photo will be shown with the following options for utilization:
      • Cancel/X: To cancel scanning the business card, this option can be selected. 
        • iOS: Displays as Cancel.
        • Android: Displays as X.
      • Done/check mark: To accept the photo, select this option. 
        • iOS: Displays as Done.
        • Android: Displays as a check mark. 
      • Delete: Selecting this option will delete the photo and return the user to the capture screen where a new photo can be captured. 
      • Rotate: To rotate the photo select this option. 
   3. Once a photo has been accepted, the mobile application will display the Contact or Lead record that has been created from the information. If the information is for an existing record, the mobile application will open the existing record for review. During this step, users can edit the information as applicable. 
   4. To complete the creation of the new record (or update to an existing record):
      • iOS: Select Done in the upper right corner. 
      • Android: Select the check mark in the upper right corner. 
4. Once the creation of the new record (or update to an existing record) is complete, the mobile application will display the record.