Before you start
Plan Requirements:
This feature is available on all plans.
You must have an active account with both CompanyCam and Dataforma in order to integrate the two services.
Permission Roles:
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission.
Platform Availability:
Integrations cannot be connected in the mobile app. You must set them up using a web browser.
What is Dataforma?
Dataforma is built by Contractors, For Contractors. Managing a commercial roofing, HVAC, plumbing, or electrical business can be an extremely time-consuming and frustrating endeavor. Dataforma can make your job easier by providing all the data you need about a project, client, or employee, all in one place.
Setup
Please see the documentation linked below to integrate:
How it works
Once the integration is connected, users can upload photos and photo comments from CompanyCam projects to the document section of any project, work order, or anywhere else the upload functionality is available within Dataforma.
Need Support?
If you need support integrating or have any issues with the integration, reach out to [email protected] or call (866)764-9992. You can also visit their support website.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!