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Help & FAQ

Every help tip from the info buttons in the app, in one searchable place.

12 topics

Uploading screenshots

Home · Upload card, next to “Choose photos or take a new one”

  • Works with Facebook screenshots, photos of business cards, event badges, and paper sign-up sheets.
  • Tap “Choose from Photos” to pick many images at once, or “Take a Photo” to snap one now.
  • For a two-sided business card, capture the front, then add the back so both sides merge into one contact.
  • For a sign-up sheet, choose “Sign-up sheet”, lay it flat in good light with the whole page in frame, and take one photo per page — every legible row becomes a contact.
  • Duplicate images are detected automatically and never counted twice.
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Tags for this upload

Home · Upload card, next to “Tags for this upload”

  • At least one tag is required — it is how these contacts are grouped in your CRM.
  • Saved default tags are pre-filled on every upload, so you never have to retype them.
  • Tags you add for just this upload are cleared afterwards, so last batch's tags can't be applied by accident.
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What these numbers mean

Home · Dashboard, next to “Your activity”

  • Screenshots: every image processed on your account.
  • Contacts added: brand-new people, matched by email address.
  • Updated: an email we already had, enriched with new details instead of duplicated.
  • Failed: images we couldn't turn into a contact — open Failed screenshots to fix them.
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Searching contacts

Contacts · Next to the “Contacts” title

  • Searches name, email, phone, and company at the same time.
  • Partial words work — typing “gma” finds every Gmail address.
  • Results load 50 at a time; scroll and load more as you go.
Go to Contacts

Exporting contacts

Contacts · Next to “Export contacts”

  • CSV opens anywhere; Excel (.xlsx) keeps formatting for spreadsheets.
  • The export matches whatever your current search shows — clear the search to export everything.
  • All captured fields are included: name, email, phone, company, website, address, tags, and notes.
Go to Contacts

Export status

Contacts · Second icon next to “Export contacts”

  • Synced: the contact reached your connected CRM with its tags.
  • Pending: queued and will be sent shortly.
  • Failed: the CRM rejected it — check your CRM connection in Settings, then retry.
Go to Contacts

Fixing failed screenshots

Failed screenshots · Next to the page title

  • Images land here when no email was found, the email was invalid, the picture was unreadable, or the CRM export failed.
  • “Review & fix” shows the original image next to an editable form — correct a typo or extra space in the email and save.
  • “Try again” re-runs the scan as-is, which usually clears temporary CRM errors.
  • Retries don't use extra scans from your monthly allowance.
Go to Failed screenshots

Managing tags

Manage tags · Next to the page title

  • These are the tags in your connected CRM, so changes here show up there too.
  • Renaming or deleting a tag affects future exports; contacts already sent keep their tags in the CRM.
  • Set the tags you use most as defaults on the upload screen to save typing.
Go to Manage tags

Your plan and allowance

CRM & plan · Next to “Your plan”

  • One scan equals one processed image. Your allowance resets on the 1st of each month.
  • Duplicate screenshots don't count against the allowance.
  • Changing plans takes effect right away and the new scan limit applies immediately.
Go to CRM & plan

Connecting your CRM

CRM & plan · Next to “Connected CRM”

  • Pick your provider, then paste its API key — the hint under the picker tells you where to find it.
  • Keys are encrypted before they're stored and are never shown again; re-add the connection to change one.
  • Scanned contacts are exported to whichever connection is marked Default.
  • Use Test any time to confirm the key still works.
Go to CRM & plan

How usage is measured

Scan usage · Next to the page title

  • Each image processed counts as one scan; duplicates and retries don't.
  • Remaining shows what's left on your plan for this month.
  • The counter resets automatically at the start of the next month — no action needed.
Go to Scan usage

Admin actions

Admin · Next to the “Admin” title

  • Change plan: sets a tenant's plan and its monthly scan limit right away.
  • Custom limit: overrides the plan's scan limit for that one account.
  • Reset usage: clears this month's scan count without changing the plan.
  • Pause: blocks new scans while keeping all data. Delete removes the account and its contacts permanently.
Go to Admin