Add business card OCR scan to the mobile app
upcoming
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Yamille E Kosowan
Allow creation of a contact on the mobile app by scanning a business card and pertinent fields filled in automatically via OCR.
When attending networking events and other in-person interactions, collecting business cards and manually importing them later is really time intensive and error prone. It would be very convenient to have the user click the plus icon , when in contact mode, and be given the option to either enter contact manually (using pencil icon or similar) OR via a scan (using camera icon). Then when the user takes a picture of the card, the system would match those fields (user can verify) and store the person as a contact right then and there.
HIGHLVL-I-6628
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Nicholle Hernandez
We have two users trying to use the mobile app and each one have different problems with it (both Androids).
One is not able to scan business cards, when he tries to do it as soon as he captures, the screen whites out and does nothing else; just receives an error message about a "bug".
The other is able to scan but before saving the contact, is not able to choose contact type (We have a dropdown menu with 5+ options to choose from).
Any insight from the feedback team that could guide us on what might be happening? Could it be the android versions or the app itself still not working on all phones?
I have an Android as well and all features are working for me thus far.
Thank you.
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Raymond Strippy
Nikhil Satish you know whats really good at accuracy of data extraction from photos, chatgpt. Instead of using traditional ocr can you use ai to analyze image of biz card and extract structured data. This would likely also open up the ability for each user to provide custom instruct and training for how they want their data parsed should they find a particular use case that better suits their need
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Keith Besherse
Raymond Strippy, I find that the SECOND biggest issue is the reader doesn't recognize line breaks as field breaks. Thus what should be separate name and title or company fields gets treated as extra data and thrown into the basket at the bottom of the screen. I have to manually drag that data into the first and last name fields then delete the extra words.
The #1 BIGGEST issue is simply the lack of fields as a place to drag the data that was collected by the scanner. The scanner isn't the problem. The Add Contact modal is the problem.
Thank you Nikhil Satish.
https://youtu.be/28kveWpeujE, IgniteU business card scan demonstration with Gil Quante, 2025 May 6
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Nikhil Satish
Keith Besherse we are 100% on it, we are doing a POC to evaluate best means and accuracy. More updates to follow soon
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Stephen Moore (Blu Sun)
Nikhil Satish what is the timeline for this feature to work properly. We cannot use it in its current state due to very poor accuracy.
Also, are there any plans to be able to import a contact directly from an iPhone contacts to the LC app?
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Keith Besherse
Nikhil Satish, I don’t know the term POC in this context. But, thank you! Your assurance that this feature is getting the attention it deserves is very encouraging! Chase Buckner Shivam HighLevel Sales & Marketing
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Keith Besherse
Stephen Moore (Blu Sun), I find the scanner accuracy to be adequate (not great). Please review my demonstration videos. Do you have a different experience?
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Keith Besherse
Please merge in: https://ideas.gohighlevel.com/crm/p/drivers-license-scanner-with-business-card-wcanner
Would allow capture of other id numbers and DOB!
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Keith Besherse
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Keith Besherse
The OCR technology is secondary.
If there is a superior technology then by all means the developers should utilize the newer technology. But the PROBLEMS with the skateboard version of the card scanner have nothing to do with the ability of the parser to find data and everything to do with what I can do with that that data once detected and whether the Create Contact workflow trigger has the right filters.
Right now I have to manually re-type data that the scanner detected. And I have to put every new contact through the card scan workflow then If/else by my custom Contact Type.
https://youtu.be/0f2c3i3iwuA, business card scan
https://youtu.be/gUy72CZPXGk, Business Card Scan Demonstration
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Keith Besherse
As currently implemented the card scanner fails as a time saver in five ways:
- The OCR doesn’t recognize line breaks as field breaks. It often lumps the last name and the title or business name from the next line together, thus treating the name as a general text field rather than as the name. But, in my observation it does read and capture the name consistently. The mobile app team needs to solve this one as this portion of the UI happens entirely on LeadConnector.
- The mobile app team also needs to provide a catch all bucket for data collected from the scan but with nowhere to save it on the Add Contact modal. I end up manually typing info that the OCR initially recognized but there was no place to store it. We need the scanner to scan twice for each contact (2 sided cards are common). The first part is a Contacts/CRM team issue, the second part is a mobile app issue.
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Keith Besherse
- The biggest constraint is the Add Contact form. Most business cards include far more information than name, email, phone. Yet the Add Contact modal only has four fields. The most important data on any business card is the business name. The OCR detects the business name. But there is no business name field to put the data into. Similarly, there is no ability to add tags or a note about the conversation in the initial UI. We have to save the contact, then open the edit contact function to manually type data beyond the most basic contact info. This is a problem that needs to be fixed by the Contacts team.
- When I edit the contact details in the LC app, instead of updating the field in HighLevel it seems to blank out that field. The symptom is Contact Type. I have a custom Type. When I edit the contact record it often deletes the default “Lead” but doesn’t write in “Card Scan”. Since I am using the Contact Type to trigger/filter the workflow, having that field go blank defeats the purpose of saving the contact to the CRM. Whether this is a problem for the mobile app team, the contacts team, automations team, or someone else, I do not know.
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Keith Besherse
- The Workflow Trigger Contact Created does not have a filter for Contact Type. Therefore I must have every new contact enter the workflow then If/else to filter for Contact Type. This is an automations team problem to solve.
Also, if we could add tags in the initial Add Contact modal, I would use that data to trigger the workflow instead of Contact Type.
And, if we could add a note in the initial Add Contact modal, I would include that note “we talked about ___” in the conversations that happen in the workflow.
Business Card Scan Demonstration, https://youtu.be/gUy72CZPXGk
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Keith Besherse
Related topics:
Not much progress on the business card scanner since Jul 2024. We've got to keep the pressure on if we expect action from HighLevel.
https://youtu.be/0f2c3i3iwuA, business card scan
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Keith Besherse
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Keith Besherse
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Keith Besherse
Pallavi Kothari, to be merged in, please. Thank you. https://ideas.gohighlevel.com/mobile-app/p/can-we-please-add-business-name-to-the-ocr-scan
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Keith Besherse
We now have upload vcf to media storage.
Can we get a workflow action to check the contents against the Contacts and create new contact if none exists?
Yamille E Kosowan, can you update the original request to add "And the same for vcf card."
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Keith Besherse
Contact Type not saving… Ticket 3151037
The point of business card scan is not to scan business cards, there are other apps for that. The point of HighLevel providing a business card scanner is because we can immediately fire an automation to initiate follow-up. Follow up with relevant context. Shivam HighLevel
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Keith Besherse
Shivam HighLevel First, THANK YOU THANK YOU THANK YOU for the conversation just now. Very encouraging.
Second, since I couldn't include a tag in the Add Contact modal, I was trying to use Contact Type changed as the workflow trigger. But, when the CRM doesn't save the change, it doesn't trigger the workflow. Either, improve the save function for Contact Type or add a field in the Add Contact modal for Tags so I can include the tag that triggers my workflow.
Third, as confirmed by Damian Sutton, save an image of both sides of the card in a CF or in the Documents for manual reference later.
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Keith Besherse
As a workflow trigger after card is scanned... https://ideas.gohighlevel.com/automations/p/trigger-action-contact-type-changed
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Keith Besherse
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Nihat Demir
Manage Card from Lead Connector Mobile App. So simple and powerful way to get payments from customers who dont login to Highlevel Website. They use mobile app more than the Website. So simple feature to add.
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Keith Besherse
Nihat Demir, you are talking about the business credit card (aka payment method). Your comment should probably be added to a different suggestion thread: https://ideas.gohighlevel.com/invoice/p/ability-to-choose-payment-method
This suggestion is about business cards. Also known as a calling card or visiting card.
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