Here is how you can export your scanned contact cards into an external CRM.
Note: All options are not available for all devices
iPhone
For exporting in BULK
• From the main screen of your app, tap Total Contacts and then choose a folder to view
• Tap the Actions icon (Three Dots) in the bottom left corner
• Tap Export to...
• Select and export to one of the following options: Excel, Salesforce, SugarCRM.
• You'll then have the ability to select multiple cards before linking to your CRM account or export your Excel file through an email.
For exporting individually
• From the main screen of your app, tap Total Contacts, then choose a folder to view and select the card you wish to export
• Tap the blue Actions icon (Three Dots) in the bottom left corner
• Tap Forward / Export to ...
• Select and export to one of the following options: Email Card, Salesforce, SugarCRM, Evernote, Constant Contact.
• You'll then be asked to link to your CRM account or finish composing your email.
Android
For exporting in BULK
• From the main screen of your app, tap Total Contacts, then choose a folder to view
• Tap the Actions button in the bottom right corner and choose Export to..
• Select the contact cards you want to export to and then tap on Export to button at bottom to export contacts to Salesforce or Excel.
For exporting individually
• From the main screen of your app, tap Total Contacts, then choose a folder to view and select the card you wish to export
• Tap the Card Actions button in the bottom right corner
• Tap Forward/Export to...
• Select and export to one of the options: Email Card, Salesforce, SugarCRM.
• You'll then be asked to link to your CRM account
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