MetwithBusiness cards to Excel and your CRM
Scan the cards with your iPhone, then export everyone you met as one spreadsheet, with the event, your notes and the follow-up day. Excel, Numbers and Google Sheets open it; Salesforce, HubSpot and most CRMs import it.
Excel (CSV) export comes with Metwith Pro, one payment. vCards are free.
Download on the App StoreHow to export
- Scan your cards: tap Scan cards on Home and point the camera at one card after another. Check anything marked Check.
- Open Settings, and under Your cards as a file, tap Excel (CSV).
- Send the file to yourself, save it to Files, or open it in Excel, Numbers or Google Sheets.
- Import it into your CRM, matching each column to a field.
What’s in the spreadsheet
| Column | What it holds |
|---|---|
| First name, Last name | |
| Title | Dott., Arch., Dr. and the like |
| Job title, Company | |
| Mobile, Work phone, Fax | Every number on the card, by kind |
| Every address on the card | |
| PEC | Italian certified email, kept apart from the others |
| Website, Address | |
| VAT number | P.IVA, USt-IdNr., TVA, BTW, NIF and others |
| Event | The fair or conference where you met |
| Met on | The day you scanned the card |
| Note, Tags | What you wrote down about the person |
| Follow up | The day you said you would write |
| In Contacts | Yes when the person is saved to your Contacts |
| More | Extra lines from the card, like LinkedIn |
The separator follows your region, a semicolon where numbers use a decimal comma (Italy, Germany, France and others), so Excel opens the file in columns.
Into Salesforce, HubSpot and other CRMs
Every CRM that imports a CSV file takes it: Salesforce’s Data Import Wizard, Import under Contacts in HubSpot, and the file import in Pipedrive, Zoho CRM and others. Match First name, Last name, Company, Email and Mobile to their fields, and Event, Note and Tags to a campaign, a note or a field of your own.
Free: vCards
Without Pro, every card exports as vCards (.vcf), which Contacts, Outlook, Google Contacts and most CRMs read. And each card you save is in your Contacts already.
What it doesn’t do
Metwith doesn’t sync with a CRM by itself, and has no team account: each iPhone exports its own file. If your company needs every card in Salesforce the moment it’s scanned, a scanner with a CRM connection fits better; CamCard and Covve offer one on their paid plans.
Questions
Is the export free?
vCards are free, always. Excel (CSV) comes with Metwith Pro, which is one payment.
Can I export one event?
The file holds every card. The Event column lets you keep one fair in Excel, or in your CRM's import.
Are accents and other scripts kept?
Yes. The file is UTF-8 with a byte-order mark, so Excel reads Marín, Müller and 佐藤 as they are.