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Scanner App - Contact Management

Every business card you scan becomes a contact in your NexaLink Scanner library. This guide covers how to view, search, edit, merge, export, and sync your scanned contacts.

Viewing All Contacts

Contact List

Tap the Contacts tab to see all saved contacts. Each entry shows:

  • Contact name and company
  • Source icon (camera icon for scanned, import icon for imported)
  • Date added
  • Tags (if any)

Search

Use the search bar at the top to find contacts by:

  • Name (first or last)
  • Company name
  • Email address
  • Phone number
  • Tags

Search results update as you type with instant filtering.

Filter by Source

Tap the Filter icon to narrow your list:

  • All: Show every contact
  • Scanned: Only contacts captured via the camera
  • Imported: Contacts imported from CSV, vCard, or phone contacts
  • CRM Synced: Contacts that have synced to NexaLink CRM

You can combine filters with search for precise results.

Sort Options

Tap the sort icon to order contacts by:

  • Name (A-Z or Z-A)
  • Date added (newest or oldest first)
  • Company name

Contact Detail View

Tap any contact to view their full profile:

Fields Displayed

  • Name: First and last name
  • Job Title: Role or position
  • Company: Organization
  • Email: One or more email addresses
  • Phone: Office/landline numbers
  • Mobile: Mobile numbers
  • Website: URLs
  • LinkedIn: Profile link
  • Tags: Custom labels you have applied
  • Notes: Free-text notes
  • Voice Notes: Audio recordings (Premium)
  • Source: How the contact was added (scanned, imported, manual)
  • Date Added: When the contact was created
  • Original Scan: Thumbnail of the scanned card image (if available)

Edit a Contact

  1. Tap the Edit button (pencil icon) on the contact detail screen
  2. Modify any field
  3. Tap Save to confirm changes

Changes sync to NexaLink CRM automatically if connected.

Delete a Contact

  1. Tap the More menu (three dots) on the contact detail screen
  2. Select Delete Contact
  3. Confirm the deletion

Deleted contacts are moved to a 30-day trash before permanent removal. You can restore them from Settings > Trash.

Duplicate Detection

Available on Pro and Premium plans.

How It Works

When you scan or import a new contact, the app checks for potential duplicates by comparing:

  • Email addresses (exact match)
  • Phone numbers (normalized comparison, ignoring formatting)
  • Name + company combination (fuzzy match)

If a potential duplicate is found, you see a prompt: "This contact may already exist."

Your Options

  1. Merge: Combine the new scan with the existing contact
  2. Save as New: Keep both contacts as separate entries
  3. Compare: View both contacts side by side before deciding

Automatic Duplicate Scanning

Go to Settings > Duplicate Check to run a scan across your entire contact library. The app identifies all potential duplicates and lets you review them in bulk.

Merging Contacts

Fill Gaps Only (Default)

  • Empty fields in the existing contact are filled with data from the new scan
  • Fields that already have values are not overwritten
  • Example: If the existing contact has no LinkedIn URL but the new scan does, the LinkedIn URL is added

Choose Per Field

  • Toggle to Manual Merge mode to decide field by field
  • For each field, choose which version to keep (existing or new)
  • Useful when both contacts have different phone numbers and you want to keep both

What Transfers During a Merge

  • All contact fields (using the fill-gaps or manual strategy)
  • Tags from both contacts are combined
  • Notes from both contacts are preserved
  • Interaction history is unified
  • The newer scan image replaces the older one (original is archived)

Export

vCard Export (.vcf)

  1. Open a contact and tap Share > Export vCard
  2. The .vcf file can be shared via email, AirDrop, messaging, or saved to files
  3. For bulk export: go to Contacts > Select Multiple > Export as vCard

CSV Export

  1. Go to Settings > Export > CSV
  2. Choose which contacts to include (all, filtered, or selected)
  3. Select which fields to include in the export
  4. Tap Export to generate and download the CSV file

Export Tips

  • vCard is best for sharing individual contacts or importing into phone address books
  • CSV is best for spreadsheets, mail merge, or importing into other CRM systems
  • Both formats include all standard fields (name, title, company, email, phone, etc.)

CRM Sync

How Scanned Contacts Appear in NexaLink CRM

When CRM sync is enabled:

  1. Automatic sync: Every saved contact pushes to NexaLink CRM within seconds
  2. Unified profile: The CRM creates a contact record with all scanned fields
  3. Source tracking: The CRM marks the contact source as "Scanner" so you know how they entered your network
  4. Two-way updates: Edits in either the scanner app or CRM sync back to the other

Setting Up CRM Sync

  1. Go to Settings > CRM Sync
  2. Tap Connect NexaLink CRM
  3. Sign in with your CRM credentials (or it auto-links if you used the same account)
  4. Choose sync preferences:
    • Auto-sync all: Every new contact syncs immediately
    • Manual sync: You choose which contacts to push to CRM
  5. Tap Enable Sync

Sync Status

Each contact shows a sync indicator:

  • Green checkmark: Synced to CRM
  • Orange arrow: Pending sync (waiting for connection)
  • No icon: Not synced (manual sync mode, not yet pushed)

FAQ

Q: Can I undo a merge?
A: Yes, within 30 days. Go to the merged contact, tap More > Undo Merge. Both original contacts are restored.

Q: Is there a limit to how many contacts I can store?
A: Free plan: 100 contacts. Pro: 5,000 contacts. Premium: Unlimited.

Q: What format should my CSV be in for importing?
A: The CSV should have headers matching standard fields: first_name, last_name, email, phone, company, title. A template is available at Settings > Import > Download Template.

Q: Can I export contacts from the scanner to Google Contacts or Outlook?
A: Yes. Export as vCard (.vcf) and import the file into Google Contacts, Outlook, or any address book that supports vCard format.

Q: What happens to contacts if I cancel my Pro subscription?
A: All contacts remain accessible. You lose access to duplicate detection, batch scanning, and export features, but your data is never deleted.

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