Can I import contacts from my business card scanner?

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner. These options rely on the business card scanner uploading contacts to your phone, uploading contacts to Google Contacts, or putting contacts into a spreadsheet.  Both the phone contacts and Google Contacts options use a continuous sync, so as you scan more cards the contacts will automatically be created.  If you upload contacts to a spreadsheet, you’ll likely import multiple spreadsheets over time, as this option does not provide a continuous sync but rather a one-time import of contacts in the file.


Option 1: Uploading business cards to your phone’s contacts

If your business card scanner uploads contacts to your phone you can sync your phone’s contacts to Google, and Google to the CRM in order to upload those contacts to the CRM.  First, set up your card scanner to upload cards as contacts to your phone. Next, sync your phone’s contact to Google:

Finally, you can sync Google Contacts with LACRM on the Sync with Google page.  On the left side of that page is a video we recommend you watch to get a more comprehensive walkthrough of the sync.  There are also written instructions here for syncing LACRM with Google Contacts.  

Please note: there is a delay in syncing contacts over from Google, so it will take some time after scanning a card for the contact to appear in the CRM.


Option 2: Uploading business cards to Google Contacts

If your business card scanner uploads contacts directly to Google, you can sync LACRM to Google Contacts to upload those contacts to the CRM.  First, set up your card scanner to upload business cards to Google Contacts.  Then simply sync LACRM and Google contacts to import those cards to the CRM.

You can sync Google contacts with LACRM on the Sync with Google page.  On the left side of that page is a video we recommend you watch to get a more comprehensive walk through of the sync.  There are also written instructions here for syncing LACRM with Google Contacts.

Please note: there is a delay in syncing contacts over from Google, so it will take some time after scanning a card for the contact to appear in the CRM.


Option 3: Uploading business cards to a spreadsheet

If your business card scanner uploads contacts to a spreadsheet, you can import that spreadsheet in order to create records in the CRM.  First, set up your card scanner to upload contacts to a spreadsheet (either an Excel file or a comma delimited CSV file).  If possible, you’ll want to set the format so that each new card creates a new row in the spreadsheet.  

When you’re ready, simply import the spreadsheet to the CRM (you may want to wait until you’ve scanned numerous cards) on the Import Contacts page.  On the left side of that page is a video we recommend you watch to get a more comprehensive walkthrough.  There are also written instructions here for importing files to LACRM. If you’re unsure or confused about the process, you can send us your import file and we will help you out with your import personally.

Please note: when using the spreadsheet option, you’ll likely import multiple spreadsheets over time, as this option does not provide a continuous sync but rather one-time import of the contacts in the file.



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