SigzenLEAD help

How do I get started?

1. Create your account

   Sign up on this website with your +91 mobile number and work email. We email you a code to confirm it.

2. Get the app

   Once it is listed on the download page, install it on your Android phone or iPhone and sign in with the same email and a new code.

3. Choose a source

   Create a source for the expo or event you are at, and make it your active source.

4. Scan your first card

   Choose whether card photos may go to Google Gemini for reading, photograph the card, check the fields on the Create Lead screen, and save.

How do I connect ERPNext?

You need ERPNext 16, an Address Template on the site, and a SigzenLEAD plan that includes the ERPNext connector. Setup is done once, by your ERPNext administrator and the SigzenLEAD business owner or manager.

1. Install the connector

   Install the SigzenLEAD - Connector app on your ERPNext site.

2. Create an integration user

   In ERPNext, create a user for the connection, not your own login, with the Sales User and Connector Integration roles.

3. Fill in Connector Settings

   Open Connector Settings from the connector's workspace, tick Enabled, and generate the connector token. Copy it: it is shown only once.

4. Connect from SigzenLEAD

   On the website, open Connectors in your account. In the app, open Profile, then ERPNext Settings. Enter your site address, the integration user and its password, save, and test the connection.

5. If the user is not a System Manager

   Only a System Manager user connects by itself: SigzenLEAD creates the API key and connector token and fills in the Business ID. For any other user, enter your SigzenLEAD Business ID in Connector Settings, generate an API key for the user (User, API Access, Generate Keys), and give the key, the secret and the connector token to your SigzenLEAD administrator.

6. Scan a card

   Scan a card in the app and check that the lead appears in your ERPNext Lead list.

Install commands and troubleshooting, for your IT person

What the connector creates

How do I set up sources?

1. Create a source

   Add one for each expo, event or campaign.

2. Make it active

   Choose it as your active source before you scan.

3. Scan

   Every card you capture carries that source tag, even offline.

How source tags work

How do I invite my team?

1. Open Invite Members

   As the business manager, open Profile, then Invite Members.

2. Add each person

   Enter their mobile number and email.

3. They join

   They open the invitation link and sign in.

How a team shares one list

How do I sync offline scans?

Connect to the internet, open Profile, then Pending Sync, and tap the refresh button.

How offline scanning works