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Connecting and Using CompanyCam with Dataforma

Learn how to connect CompanyCam to Dataforma so photos and photo comments from your CompanyCam Projects upload directly into Dataforma job, work order, and document records.

Dataforma is a business management platform built for commercial roofing, HVAC, plumbing, and electrical contractors, giving your team one place to manage jobs, work orders, and client records. Connecting CompanyCam to Dataforma lets you upload photos and photo comments from your CompanyCam Projects directly into the Documents section of any Dataforma project, work order, or anywhere else Dataforma supports file uploads. You'll need an active account with both CompanyCam and Dataforma to connect the two.

This feature is only available on the web app.


How the integration works

Connect your CompanyCam and Dataforma accounts from within Dataforma. Once connected, you can upload photos and photo comments from any CompanyCam Project into the Documents section of a Dataforma project, work order, or anywhere else Dataforma's upload feature is available. You do this from within Dataforma—CompanyCam doesn't automatically sync data back to Dataforma.


Setting up the integration

Note: Admins and Managers can connect the integration. If you don't have that role, ask an Admin on your account for help.

Please follow the instructions linked here to integrate: Integration Instructions and Documentation. You must have an active account with both CompanyCam and Dataforma in order to integrate the two services.

If you need support integrating or have any issues with the integration, reach out to Dataforma at [email protected] or call (866) 764-9992. You can also visit their support site.


FAQs

Do I have to upload CompanyCam photos to Dataforma manually?

Yes. You upload CompanyCam photos and photo comments into Dataforma from within Dataforma's document upload feature — the integration doesn't push files automatically in the background.


💡 Need more help?
Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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