ScanContacts for HubSpot User Guide

1. Installation

1-1. Installing the mobile app

Install iOS app from App Store and Android app from Google Play.

1-2. Connect with HubSpot

When using ScanContacts for HubSpot for the first time, please log in to your HubSpot account. If this is the first time your organization is using ScanContacts, you need to register by entering the company name, city, and state.

1-3. Scanning and uploading

Step 1

Standard Scan: Standard Scan mode lets you digitize up to 4 cards in one shot. Place the cards on a flat surface with a solid background. Then tap the shutter button when you see a blue circle at the center of each card.

Bulk Scan: Tap Bulk Scan in the bottom right corner to scan multiple cards continuously. Tap Done to start digitizing them.

Saved business card images/photos: Tap Library in the bottom right corner. Then select the image of the card you want to process. Align the card within the borders. Tap Done to start digitizing.

* Please note that you can only do 1 image at a time.

Step 2

Tap on a card to check the scan output. If necessary, edit the details and add notes for additional context. Include the card’s back/reverse side using Attach Image.
*On the editing screen, you can pinch and zoom to magnify the card image.

Step 3

Tap Upload to HubSpot to transfer the card data.

2. Managing contacts

2-1. Managing contacts on HubSpot

You can confirm the details of uploaded contacts in HubSpot. Business card images stay with the contacts. You can find them in the Attachments section.

2-2. Managing contacts on mobile app

To access past business cards you have scanned, tap History found at the bottom left corner of the app screen. Besides viewing your contacts, you can edit, delete, re-upload to HubSpot or export to your device’s contact list.

3. Error Codes

Error code	Issue	Solution
Timeout	OCR server didn’t respond in certain period	Please scan business card again after a while
400: bad request - Email: invalid email address: xxx	Email address uploaded to HubSpot is invalid	Check if email address is correct
400: required fields are missing - [xxx]	Contact data uploaded to HubSpot is missing a field	Check if the contact data has all required fields
404: not found - Invalid cross reference id	HubSpot is rejecting duplicated contact data	Scan business card again and upload it
404: not found - Entity is deleted	HubSpot is rejecting duplicated contact data	Scan business card again and upload it

4. Support

First, check the FAQ to see if there’s an answer to your questions. If you still need help, feel free to contact us here.