Business card scan and import to CRM

Vicki Goodwin

Our fundraisers have used another CRM that allows them to scan business cards from their phone rather than having to enter new contacts. Has anyone found a business card scanner app that works well for this type of function?

Liz Hackett

@Vicki Goodwin Hi Vicki, I have personally used an app called ABBYY BCR (Business Card Reader) and the paid version allows you to export to CSV. But haven't used it with CRM.

Vicki Goodwin

@Liz Hackett Thanks so much Liz! I will check into that. If we can at least get them into a CSV, we can import into CRM.

Liz Hackett

@Vicki Goodwin Happy to help ? Forgot to say that the app works well, it picks up most characters and identifies email phone etc and puts them in those fields.

Peggy Parviainen

@Vicki Goodwin there was a session at the developer conference where they talked about building integrations using Power Apps and Power Automate where they used that sort of thing as an example. If you (or someone on your team) were registered, you might still be able to access it on demand.