Before you start, make sure you've already connected your CompanyCam and Smartsheet accounts. Once you're connected, the integration does the heavy lifting. Projects are created automatically when you trigger them from a row, and photos and files sync back to that row as your crew works, so the office and the field stay on the same page without anyone chasing documentation.
This feature is available on select plans and is only available on the web app.
How the integration works
You pick which Smartsheet sheets sync with CompanyCam and how their columns map to Project fields. From there, the sync runs in both directions:
Smartsheet to CompanyCam: When your event trigger fires (for example, selecting Create in the Create in CompanyCam column), a new Project is created. The mapped columns fill in the Project name, address, and status, and the Crew column assigns Users.
CompanyCam to Smartsheet: Photos and files you add to the Project sync back to the matching row as attachments, and a Project link is added to the row for one-click access.
Note: Syncing can take up to 5 minutes. A new Project won't appear the instant you set the trigger.
Creating a Project from Smartsheet
In Smartsheet, open the workspace and select the sheet you linked during setup.
In the row for your new job, fill in the Name, Address, Crew, and Status columns.
In the Create in CompanyCam column, select Create from the dropdown. This triggers the Project to be created.
Important: The event trigger has to be set for a Project to be created. If nothing shows up in CompanyCam, check that your Create in CompanyCam column is set to Create.
The new Project is created with the label Smartsheet plus the status you set (for example, Smartsheet - In Progress). A Project link then appears in the CompanyCam Project Link column of your row for one-click access.
Assigning Crew
The Crew member or members you select in your sheet are assigned to the Project automatically under Project Users, as long as they're active Users in both platforms and share the same email address.
Note: If a Crew member isn't showing up on the Project, confirm they're active in both CompanyCam and Smartsheet and that their email address matches exactly in both.
Syncing Photos and Files back to Smartsheet
Any photos and files you add to the CompanyCam Project sync back to the matching row and appear under the Attachments section of that row. Updates show up in near real time.
When a Project is marked complete
If your setup includes an archiving trigger, marking a job Complete in Smartsheet archives the matching Project in CompanyCam.
FAQs
Why isn't my Project showing up in CompanyCam?
Why isn't my Project showing up in CompanyCam?
First, check that the Create in CompanyCam column is set to Create for that row. That's the trigger. Also, give it up to 5 minutes to appear. If it still doesn't show, confirm the integration is still connected on the Integrations page.
Why aren't my photos and files syncing to Smartsheet?
Why aren't my photos and files syncing to Smartsheet?
Make sure the sync box was checked when you connected the integration. If it wasn't, photos and files won't sync. You can reconnect and check the box. Also confirm the row is still linked to an active Project.
Why is my Crew member not assigned to the Project?
Why is my Crew member not assigned to the Project?
Crew only syncs when the person is an active User in both CompanyCam and Smartsheet with the same email address in each. Mismatched emails are the usual culprit.
💡 Need more help?
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