First steps in the CardScanner

From now on, you will always have the world's best business card scanner on your side. Use it to scan business cards wherever you are and save the recognized contact data directly in your CRM system.

We show you how to scan a business card and export the data to your CRM system. First, download the snapADDY CardScanner app. The app is available for Android and iOS.

Download in
App Store
Available on
Google Play

Download snapADDY CardScanner for free

App Store
Google Play
STEP 1

Open the snapADDY CardScanner app. Tap on "Scan business card" or the plus at the bottom right. The captured contact information will be displayed.

STEP 2

You can export the recognized contact directly to your CRM system. Go back to the start page, click on the cogwheel in the upper right corner and enter your login information.

Export to CRM

Connect to your CRM system to export the imported data to your personal CRM system.

STEP 3

Salesforce

Select "Connect to Salesforce via... API". Tap "Connect." You will be redirected to Salesforce where you can log in with your Salesforce user information.

STEP 3

Microsoft Dynamics

Select "Connect to Dynamics via.... OAuth" and use the URL of your Microsoft Dynamics instance. Tap "Connect." You will be redirected to Microsoft Dynamics where you can log in using your Microsoft Dynamics user information.

Alternatively, if connecting via OAuth is not possible, you can select the "Current Web Session" option.

STEP 3

SAP Sales Cloud

Use the URL of your SAP Sales Cloud instance. Tap "Connect." You will be redirected to SAP Sales Cloud where you can log in with your SAP Sales Cloud user information.

STEP 3

Pipedrive

Tap "Connect." You will be redirected to Pipedrive where you can log in with your Pipedrive user information.

STEP 3

SugarCRM

Use the URL of your SugarCRM instance. Tap "Connect." You will be redirected to SugarCRM where you can log in with your SugarCRM user information.

STEP 4

Open a contact and click the export button at the bottom right to export the contact to your CRM system. You can also save the contact to your smartphone's address book as an alternative to the CRM.

You?

CRM customization

We know that CRM systems can sometimes be complex. If you have customized settings or fields, feel free to contact us. We will provide you with fast and easy support for the customization to your CRM system.

snapADDY support

support@snapaddy.com