Business card scanner for Creatio
by PSIOG
Not rated
The Business Card Scanner plug-in enables users to scan business cards and automatically generate the corresponding contact and account records leveraging Optical Character Recognition (OCR) using the Creatio mobile application.
Install

Overview

Product overview

Product description

Business card scanner for Creatio plug-in leverages one of the leading OCR APIs - the Covve business
card scanner API - to scan business cards and generate contacts and accounts with Creatio.

Use cases:

Scan business cards and create Contact & Account within seconds as opposed to creating a new contact or an account record manually. 

Key features:

  • Scan business cards from the Creatio iOS Mobile Application.
  • Generate the contact and account records based on the scanned business card.
  • View history of scanned records linked to the corresponding Contact and Account.
  • View any associated error messages or status description.

Notes:

  • The scanner supports capturing business card images from the camera on iOS devices only. For Android devices, only upload of images from the gallery is supported.
  • The scanned business card must contain the following details: Name, E-mail ID, Company Name.
  • Currently, the scanner supports recognizing business card details using the Covve Business Card Scanner API only. Additional OCR APIs may be added in upcoming releases.
  • The correctness of the contact and account details depends on the accuracy of the OCR API, which is currently Covve Business Card Scanner API.

Categories

Category
Content management
OCR

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.0.0 and up

Pricing

Monthly
Annual
Business Card Scanner for Creatio Cloud / On-site
$ 16.58 / month
billed annually
Note: Covve OCR API subscription is not included in this package and requires a separate subscription with Covve which can be found at https://covve.com/business-card-scanning-api/

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Contacts

Installation

Setup guide

  • Configure the API details in Scanner API lookup 
  • Set the Covve API as default api in Scanner api system settings
  • Synchronize the mobile application in Settings

Resources

Psiog Business Card Scanner Documentation.pdf

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

8.0.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.0
8.0.0 and up
19.04.2024
Release summary
Capability to scan a Business card and create contact and account records.
Download

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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