Introduction

Sansan is a powerful cloud-based contact management solution that transforms the way businesses manage their contacts by digitizing business cards with an impressive 99.9% accuracy. By integrating IdentityCheck with Sansan, users can enhance their contact management suite with seamless ID verification, streamlining processes like customer onboarding and compliance checks.

Why Connect IdentityCheck to Sansan

Integrating IdentityCheck with Sansan automates identity verification, reducing the time and effort involved in customer KYC procedures. Businesses can ensure compliance while significantly speeding up the onboarding process. In one example, Guardian Tax Solutions achieved a 90% reduction in onboarding time with IdentityCheck.

Moreover, this integration mitigates risks of fraudulent interactions by conducting thorough ID verification right within the contact management system. This enables teams to focus more on business opportunities and less on administrative hurdles.

Setting Up the Integration

1. Log in to your Sansan account.
2. Navigate to the integrations section in the settings menu.
3. Find IdentityCheck from the list and click ‘Connect’.
4. Follow the prompts to authorize IdentityCheck to access your Sansan data.
5. Customize your verification settings as needed.
6. Save the configuration to complete the integration.

How It Works in Sansan

Once integrated, IdentityCheck can be seamlessly accessed from within Sansan. When a new contact is added, users can initiate an ID verification directly. For example, a hiring manager can verify a freelancer’s identity before sharing sensitive documents or inviting them to project management systems like Notion.

Frequently Asked Questions

• Where is my data stored? User data is stored securely in accordance with GDPR and other local data protection laws.
• Can I customize the verification message? Yes, users can tailor verification messages to align with their brand voice and requirements.
• What if someone doesn’t complete the ID check? The system will alert you of incomplete verifications, allowing you to follow up directly with the contact.

Wrapping Up

By connecting IdentityCheck to Sansan, businesses gain a powerful tool to automate and simplify identity verification processes. This integration helps reduce time spent on manual checks and enables teams to concentrate on driving growth. Embrace a smarter, more secure way to manage your contacts in Sansan today.