In this tutorial, Anders does an awesome job of taking you step by step through the process of automatically extracting the information from various IDs and reconciling that with existing data. This approach can be changed around a bit to incorporate data from your CRM – create new contacts, update existing contacts, or reconcile with what’s in your CRM to make sure your data is correct. If you are interested in learning how to adjust this approach to the specific needs of your organization, simply fill out the “contact us” form and mention “ID Documents” so we can reach out to you with additional information.
