How to Use the Business Card Scanner in GoHighLevel
If you are moving from tools like ClickUp into a full CRM workflow, learning how to use the business card scanner inside the GoHighLevel mobile app will save time and reduce manual data entry. This feature lets you capture contact information from physical cards, convert it into digital records, and instantly push those details into your pipelines, campaigns, and automations while you are on the move.
The business card scanner uses your mobile device camera to detect and read text from a card, then maps it into standard contact fields. With just a few taps, you can create a new contact record, update an existing contact, and choose whether the details go into an individual or company record. The scanner is built directly into the GoHighLevel mobile interface so that sales and marketing teams can stay organized after events, conferences, or in-person meetings.
Requirements to Use the GoHighLevel Card Scanner
Before you begin, make sure you meet the basic requirements to use the business card scanner in the GoHighLevel mobile app. This ensures the feature appears correctly and works as intended.
- You must have an active GoHighLevel account with access to the mobile app for your sub-account.
- You need the latest version of the GoHighLevel mobile app installed on your iOS or Android device.
- Your device must have a working camera and grant camera permissions to the mobile app.
- You should have access rights to create or update contacts inside your chosen sub-account.
If you have multiple accounts or sub-accounts, be sure you are logged into the correct one before creating new contacts from scanned business cards. This will keep your records in the right workspace and avoid confusion later.
Accessing the Business Card Scanner in GoHighLevel
The business card scanner is available inside the Conversations area of the GoHighLevel mobile app. You do not need a separate download or integration; it is part of the standard interface.
Steps to Open the GoHighLevel Card Scanner
- Open the GoHighLevel mobile app on your phone.
- Log in and select the correct sub-account where you want to add or update contacts.
- Tap on the Conversations section from the bottom or side navigation menu.
- Inside Conversations, look for the option to add a new contact or message, then choose the Business Card Scanner option (camera or card icon, depending on your app version).
- Grant camera access if prompted by your device so the GoHighLevel app can scan the business card.
Once the business card scanner is open, you can position your card inside the camera frame and let the app detect the details automatically.
How to Scan a Business Card with GoHighLevel
Scanning is a straightforward process, but following a few best practices will help you get cleaner data and reduce the number of manual edits you need to make afterward.
Prepare the Card for Scanning
- Place the business card on a flat, contrasting surface.
- Ensure good lighting so text and logos are clearly visible.
- Avoid glare from overhead lights or sunlight on glossy cards.
- Hold your device steady so the GoHighLevel scanner can read the text accurately.
Scan the Card in the GoHighLevel App
- Align the card within the on-screen frame shown by the GoHighLevel scanner.
- Wait until the app focuses and detects the edges of the card.
- Tap the capture button to take a photo of the card.
- Allow the app a few seconds to process the image and extract the text.
After processing, the business card data is mapped into fields such as name, email, phone number, company, job title, and website, depending on what is visible on the card.
Reviewing and Editing Scanned Details in GoHighLevel
Once the scan is complete, GoHighLevel will show you a preview of the contact details it extracted. You should always review this information before saving to keep your records accurate.
Check and Correct Contact Fields
- Name: Confirm that first and last names are split correctly.
- Email: Look for typos or misplaced characters from the scan.
- Phone number: Verify the country code and format.
- Company and title: Adjust job titles or organization names if needed.
- Website and address: Make sure URLs and locations are readable and correct.
You can tap into any field to edit it manually. This is especially useful for stylized fonts or complex layouts that might confuse OCR. Once you are satisfied with the edits, you can proceed to save the record.
Creating or Updating Contacts with the GoHighLevel Scanner
After validation, you choose how the scanned data will be stored in GoHighLevel. The app helps you avoid duplicates and keeps your database clean.
Save as a New Contact
- Confirm that the person is not already in your GoHighLevel contact list.
- Select the option to Create New Contact.
- Choose which fields you want to store (for example, primary phone versus alternate numbers).
- Tap Save to create the new contact record.
The new contact is now available across your account, including in pipelines, workflows, and future campaigns, depending on your configuration and automations.
Merge with an Existing Contact
- If the scanner detects matching data, GoHighLevel may suggest related existing contacts.
- Review the suggested matches carefully to avoid overwriting unrelated records.
- Choose Update Existing Contact if the scanned person is already in your CRM.
- Select which new fields or values to merge (for example, updated phone number or new email).
- Save your changes to update the existing contact profile.
This approach is especially valuable when you receive updated business cards from known contacts or when someone has changed companies or roles.
Using Scanned Contacts Across GoHighLevel
Once your contacts are created or updated, you can immediately use them throughout your GoHighLevel account to support sales, follow-ups, and marketing efforts.
Quick Ways to Use New Contacts
- Add them to a sales pipeline stage for new leads captured at events.
- Enroll them in automated follow-up workflows or nurture campaigns.
- Send an introductory SMS or email directly from the contact record.
- Tag them based on event name, lead source, or industry for segmentation.
Because the business card scanner is tied to the same contact infrastructure as the rest of the platform, any tags, notes, or custom fields you apply will be available for reporting and automation rules.
Tips for Better Results with the GoHighLevel Card Scanner
To get the most value from this feature, focus on image quality, structured workflows, and ongoing data hygiene.
- Scan immediately: Capture cards right after a meeting so you remember context and can add meaningful notes.
- Use tags consistently: Apply standard tags like event names, regions, or product interests to scanned contacts.
- Double-check emails: Email addresses are critical for campaigns, so verify them after every scan.
- Standardize naming: Make sure company names and titles follow your internal naming conventions.
- Test automations: Run a test workflow on a few scanned contacts to ensure they are entering the right sequences.
Additional Resources for GoHighLevel Users
You can read the original help documentation for this feature on the official support site here: How to Use the Business Card Scanner in the Mobile App. It provides the platform’s own overview and references for the business card scanner.
If you are looking for broader CRM strategy, automation design, or help optimizing your workflows built on GoHighLevel, you can explore expert services at Consultevo, which focuses on advanced implementations and growth-focused setups.
By incorporating the business card scanner into your daily routine, you shorten the time between in-person conversations and digital follow-up. Proper use of this feature inside the GoHighLevel mobile app helps you maintain accurate records, reduce manual entry, and create a consistent process for capturing and nurturing leads wherever you meet them.
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