Connecting CompanyCam and Smartsheet lets you build a Project straight from a row in your sheet, then send photos and files back to that same row as your crew works. This article covers setup: prepping your sheet, connecting the two accounts, and mapping your columns. For how Projects get created and how content syncs once you're set up, see Using the CompanyCam + Smartsheet Integration.

This feature is available on select plans and is only available on the web app.

What is Smartsheet?

Smartsheet is the modern work management platform that connects the people, technologies, and goals of the organization by empowering teams to plan, manage, scale, and report on work with greater speed and consistency.

Setting up the integration

Preparing Your Smartsheet

Before you map anything, your sheet needs the right columns in place. You'll match these columns to CompanyCam fields during setup, so the column names don't have to match exactly, but the column types do. If a column is the wrong type, it won't show up in the mapping dropdowns.

At a minimum, your sheet should include:

Project Name — Text column used to name the CompanyCam Project.
Address — Text column for the Project address.
Status — Dropdown column used to set and trigger Project status changes (for example, In Progress or Complete).
Crew — Contact column used to assign Users.
Create in CompanyCam — Dropdown column with a Create option. This is the trigger that pushes a new Project into CompanyCam.
CompanyCam Project Link — Text or URL column where the Project link appears after the Project is created.

Important:

Column types have to match what each field expects. Crew must be a Contact column, and Status and Create in CompanyCam must be Dropdown columns. If the types are wrong, the mapping dropdowns will have nothing to pull from, and you won't be able to finish setup.

For a Crew member to sync to the Project, they have to be an active User in both CompanyCam and Smartsheet with the same email address in each.

Connecting the Integration

Note: You must have Admin or Manager permissions in both CompanyCam and Smartsheet to set up this integration.

In the left-hand navigation, under Integrations, click App Marketplace.
Find the Smartsheet card and click it.
Click Connect.
In the settings pop-up, check the box to sync photos and files to Smartsheet, then click Save.
You'll be sent to Smartsheet. Sign in to your existing account or create a new one.
Click Allow to authorize the connection. You'll return to CompanyCam.

Note: If you leave the sync box unchecked, no photos or files will sync to Smartsheet. You can reconnect and check it later if you change your mind.

Linking a Sheet and Mapping Your Columns

Once you're connected, you'll tell CompanyCam which sheet to watch and how its columns map to Project fields.

On the Smartsheet setup screen, click Link Sheet.
Start typing the name of your sheet and select it from the list.
Map each Smartsheet column to the matching CompanyCam field. Then set your event trigger — the event in Smartsheet that creates a new Project (for example, selecting Create in the Create in CompanyCam column).
Click Create.
Your integration is connected. To link another sheet, click Link Sheet and repeat these steps.

Note: The event trigger is what tells CompanyCam to create a Project. Without a trigger set, nothing will be created no matter what you enter in your sheet.

Disconnecting the Integration

You can disconnect the integration at any time from the Integrations Page. Find the Smartsheet card and disconnect it there.

FAQs

Can I connect more than one sheet?

Yes. Click Link Sheet and repeat the mapping steps for each sheet you want to connect.

Why are the mapping dropdowns empty?

The most common cause is a column type mismatch. Check that Crew is a Contact column and that Status and Create in CompanyCam are Dropdown columns. If the types are wrong, there's nothing for the dropdowns to pull from.

Do my Crew members sync automatically?

Only if they're active Users in both CompanyCam and Smartsheet with the same email address in each. If a Crew member isn't syncing, check that both accounts use the exact same email.

Can I link more than one sheet?

You can link as many sheets as you need. Click Link Sheet and repeat the mapping steps for each one.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

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Integrating CompanyCam + Smartsheet