Scan a business card
Photograph a business card or badge in WhatsApp or in Chat and RareMachine reads it into a new capture.
Updated · Admin and member
On this page
What you'll need
- A WhatsApp number linked to your RareMachine account (how to link it), or access to Chat on the dashboard.
- A photo of the card in good light, with all the printed text in frame.
Scan a card on WhatsApp
Open your RareMachine chat in WhatsApp
Open the conversation with your workspace's RareMachine number.
Send the photo
Photograph the card and send it. Add a caption to tell RareMachine what to do with the lead, for example to add a note about where you met.
Read the reply
RareMachine reads the card and replies in the chat with what it saved. If it cannot read enough, the reply asks for a clearer photo.
Open Captures and filter by source
On the dashboard, open Captures, then open Any source and choose Card scan.
Check what was read
Select the person. Captured fields lists every value RareMachine read from the card.
Correct a mistake
Next to the name, choose Correct, change the field and choose Save correction. The button shows for the teammate who captured the lead, and for admins, while the status is Not sent. A card scan got it wrong covers what to do after that.
Result: the person is in Captures with the source Card scan. Whether they reach your CRM straight away depends on auto-sync, which Review and approve before it syncs explains.
Scan a card from the dashboard
In Chat, choose the camera button (Attach a business card or contact-info photo), pick one photo and send it. Chat reads one card per photo.
Frequently asked questions
Can one photo show more than one card?
On WhatsApp, yes. RareMachine reads each card as its own person. In Chat on the dashboard, send one card per photo.
Does a scan go straight into my CRM?
Only if an admin has turned on auto-sync for leads. Otherwise the capture waits in Captures with the status Not sent until someone sends it.
What about a QR code on the card?
RareMachine reads a QR code that holds a contact, a LinkedIn profile or a WhatsApp number. If it cannot decode the code, it says so and asks for a clearer photo.