Business Card Scanner

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3 min read

What is the Business Card Scanner?

Saphyte’s Scan-and-Store or Business Card Scanner feature is based on Optical Character Recognition (OCR), a technology that combines hardware and software to convert physical documents into machine-readable text. It is widely used to digitize texts from books, documents, and prints for preservation purposes. 

The Scan-and-Store feature also eliminates the need to collect hundreds, if not thousands, of business cards to access information from leads and clients. A few seconds after scanning, the technology, instead, auto-detects data from the business cards, organizes them according to name, contact number, email, company, and other important information, and stores them into the CRM database.

The new feature also allows users to edit the information gathered by the technology and finalize it in a few taps. This feature is available on Saphyte Mobile App, which can be downloaded on Google Play and the App Store.


How to use the Business Card Scanner in the Saphyte mobile app?

1. On the homepage of the mobile app, click on the plus ‘+’ button

saphyte mobile app homepage

2. Click on ‘Business Card Scan

saphyte mobile app select business card scan

3. Scan the business card. Make sure that the business card is steady to avoid errors in capture.

saphyte scan business card mobile app

4. Once the business card is successfully scanned, the system automatically populates the fields (if there are any) based on the recognized information.

saphyte mobile app select data from the dropdown
You can select the data you want to add into the fields by clicking the drop down menu.
saphyte select entry to fields
The dropdown menu lists the recognized text from the business card.

5. Click on ‘Next‘ to populate other information and to amend incorrect entries. The fields that you can populate are the following:

  • First Name
  • Last Name
  • Email
  • Phone
  • Occupation
  • Country
  • State
  • Address Line
  • City
  • Post Code
saphyte business card scan correct data
The system identifies incorrect format of Phone and Email Address. Phone should only contain numeric characters and special characters such as (, ), and +
saphyte mobile app create contact add multiple email and phone numbers
To add multiple phone numbers and email addresses, click on the ‘+’ button

6. Once you have corrected the data, select the type of record you want to create in the system (Contact, Lead, Prospect, Customer) and click on ‘Create‘ to create a record in the system.

saphyte mobile app select the type of record
Select the type of record you want to create in the system.
saphyte create record mobile app
saphyte mobile app cannot create duplicate data
The system identifies duplicate entries by email address. If the entry is already existing in the system, you will not be able to proceed in creating the record.
saphyte mobile app contract created successfully
You will receive a notification when the contact is created successfully. To go the contact list, click on ‘Continue to List’ or to go to the record profile, click on ‘Go to Contact