How to use your phone to scan business cards into Evernote

Evernote makes it easy for you to remember more about the people you meet. The business card camera captures the clearest possible images of your business cards and saves everything into a contact note including:

Click active fields and links in a contact note to add additional notes, call, text (SMS), or email the person.

Note: Business card scanning is currently available on iPhone, iPad, and iPod Touch and Android devices. While business card scanning may work on iPhone 3Gs, iPad 2, and earlier models, you will get the best results with devices that have flash and a higher camera resolution.

Using the business card camera

 

Start scanning cards

To start scanning, follow these steps:
  1. Make sure your device is connected to the internet.

  2. Tap the camera button from the quick note panel on the home screen (iPhone, iPad, and iPod Touch) or from the new note, pop-up menu (Android devices).    

  3. Swipe over to the Business Card camera and position the camera over the card so that the edges of the card remain in view.
    - iPhone, iPad, and iPod Touch devices: The camera automatically detects, focuses, and captures the business card.
    - Android devices: Tap anywhere on the image to put it into focus, then tap the business card button (green circle) to snap the photo when you're ready.

  4. Once the business card is captured, Evernote displays all the information recognized from the card. If you are logged into LinkedIn and the email from the card matches a LinkedIn profile, Evernote pulls in additional information about the contact.

 

Review and edit contact info

It is a good idea to review the information scanned from cards to verify if it is the way you want it to appear. If Evernote finds a matching LinkedIn profile, Evernote imports additional contact information from that profile and adds a LinkedIn icon beside any of those corresponding fields.

If any of the scanned information needs to be edited, do the following:

  1. Tap the field to edit the information.
  2. Tap the checkmark to save to Evernote as a new contact note. To scan additional cards, tap Scan another card or tap Done.

 

Scanning tips

 

Business cards vary in size, color, and style, so consider these tips for optimal results:

Note: If you scan lots of business cards, try the ScanSnap Evernote Edition scanner.

Easily save and connect with new contacts

Save to Contacts on your device

There are two ways to save contact information from every scanned card to the Contacts on your mobile device:

By default scanned cards are saved to the Business Cards notebook. You can change this notebook and how cards are tagged from the Settings screen. Simply tap your account name and select General > Camera > Business Cards and select Notebook or Tag to change your preferences.

Note: Microsoft Exchange does not support 'phone', 'main' or 'other' labels used with iOS contacts. If your contacts include these labels, and you save these contact to your device, then sync them with Exchange, Exchange will assign them as 'work' or 'work phone' details.  All other labels are supported.  Additionally, the Exchange service supports only one 'mobile' number and at most two 'work' or two 'home' numbers per contact created using iOS. So, if Evernote has captured any additional 'home' or 'work' numbers beyond those limits, Exchange will assign an arbitrary label. 

Connect with contacts

Once you’ve successfully scanned a business card, you can either scan another card or immediately connect with the contact through LinkedIn or email:

Connect via email, SMS text, or phone

Once Evernote has captured contact details into a contact note, tap the email (envelope), phone (phone handset), or SMS text (speech bubble) buttons on the note itself and connect with people without needing to leave the Evernote app.

Connect on LinkedIn (iPhone, iPad, and iPod Touch)

If the scanned business card email address matches a LinkedIn profile email address, you can send a LinkedIn connection request from Evernote in one of two ways:

  1. Scan the business card and save the note. When you see the confirmation message, select Connect on LinkedIn. A notification appears to let you know the invitation has been sent.
  2. If you've already scanned the note, on your iPhone or iPad open that note and tap the Connect link.

Email your contact info  (iPhone, iPad, and iPod Touch)

If an email address is captured from a card, there are two ways to email that person your own contact information from Evernote:

  1. Select Email my contact info from the Note Saved pop-up window

  2. Select Email my info from the Options menu found at the bottom of your screen

Note: View and edit your personal contact info at anytime from the camera Settings page. Simply tap your account name and select General > Camera > Business Cards.

 

Useful Links

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