How do I Export Contacts to FreshSales from ScanBizCards?

Once you’ve logged into FreshSales, then you are required to select the contact(s) you wish to export, follow the given steps:

- Open ScanBizCards application and then tap on Total Contacts.

- On the next screen, you may select any desired folder which contains your scanned/saved business card(s). For ex : We have selected the All Cards folder.

- On the next screen select/tap on the desired card you are looking forward to export in FreshSales and then tap on 3 horizontal dots at the left-hand side bottom corner, and then tap on Forward/Export to...

(As of now we are not supporting Batch-Export within FreshSales, so you are requested to send an individual business card/contact while export in FreshSales.)

- On the next screen tap on FreshSales icon.

- You can export contact as a Lead or Contact

 1) If you have opted to export as Lead you will be going to receive a prompt for Custom fields related to your lead module. Once you make a selection tap on Export (right hand side top corner) and proceed further.

(Required Fields will  be going to displayed in Red color)

 2) If you have opted to export as Contact you will be going to receive a prompt for choosing an Account from here you can also create a New Account. Once you select an Account click on Next at the right hand side top corner and proceed further. 

- Now on the next screen you will be going to receive a prompt for Custom fields related to your Contact module.Once you make a selection tap on Export (right hand side top corner) and proceed further.

(Required Fields will  be going to displayed in Red color)

- If ScanBizCards app discovers any duplicate email addresses, you’ll get a duplicate pop-up.

(You can resolve duplicates by tapping on Cancel or Update)

- Based on the options you've selected, the export process will begin. Once exported, a success message FreshSales export is successful will pop up and you’re done. The contacts will be exported under the Lead/Contact section of FreshSales.

Important Note: 

i) An Email is a required field in order to successfully export contact(s) in FreshSales.

ii) Make sure that you have turned on FreshSales CRM under Export Systems Management by tapping on settings (gear icon) at the right-hand side top corner of ScanBizCards app.