Available with the following plans:
The Copper mobile business card scanner helps you grow your relationships on the go.
Scan business cards from your mobile phone directly into the Copper app to create People or Leads so you can start managing those new relationships right away.
There are two ways you can create People or Leads from business cards with the mobile app:
Scan a business card
From the Copper mobile app, choose Add Person or Add Lead
Select Scan card in the upper right corner, as shown below
You will be prompted to grant Copper access to the camera; choose Allow
The Copper mobile business card scanner will open, with some guidance on how best to position the business card as shown below
Position the business card within the white outline, then tap the shutter button
The scan should take under 1 second, but you may briefly see a processing state, as shown below
7. When the scan is complete, you will see the details from the business card have populated fields for the new Person or Lead. You are able to review and make changes before saving, as shown below
8. Click Done
If you have entered any fields prior to clicking Scan card, those fields will be overwritten by the business card scanner
💡 Tip
To get a good scan, place the business card on a high contrast solid background. You can also turn on your camera’s flashlight from the business card scanner.
Upload a photo
From the Copper mobile app, choose Add Person or Add Lead
Select Scan card in the upper right corner as shown below
You will be prompted to grant Copper access to the camera, choose Allow
The Copper mobile business card scanner will open where you can select the photo album option as shown below
You will be prompted to grant Copper access to your photo library
You can choose to limit access and select the folders Copper can access
You can choose to allow full access
You can choose to not allow access, but this will mean you are unable to upload a photo of a business card
From your phone’s photo library, select the business card photo
The scan should take under 1 second, but you may briefly see a processing state as shown below
When the scan is complete, you will see the details from the business card have populated fields for the new Person or Lead. You are able to review and make changes before saving as shown below
Click Done
If you have entered any fields prior to clicking Scan card, those fields will be overwritten by the business card scanner
💡Tip
Have questions or feedback? Contact our Customer Success Team using the in-app chat or create a post in our Community.