AccuLynx is roofing production software that helps roofing companies manage Leads, Jobs, and Sales pipelines in one place.
Once CompanyCam is connected to AccuLynx, Projects, Photos, Videos, Files, and Tags sync automatically between the two platforms. This article covers how that sync works day-to-day. If you haven't connected the integration yet, start with Connecting CompanyCam to AccuLynx.
How the integration works
Important: A CompanyCam Project is only created when a Lead or Job in AccuLynx is assigned to a representative. Unassigned Leads or Jobs won't generate a Project.
Once a Lead or Job is assigned, CompanyCam automatically creates a matching Project. Any Photos, Photo Descriptions, Videos, Files, and Tags captured in that Project sync to the corresponding AccuLynx entry.
What triggers the sync: Assigning a Lead or Job to a representative in AccuLynx.
What syncs, and in which direction: Photos, Photo Descriptions, Videos, Files, and Tags sync from CompanyCam → AccuLynx.
What doesn't sync automatically: Pages and Checklists don't sync on their own. To get a Checklist into AccuLynx, export it as a PDF and save it as a File (see below).
User matching: If a User's username or email matches on both platforms, they're carried over as the Assigned User on the CompanyCam Project.
You can tell a Project came from AccuLynx by its AccuLynx label, along with a second label showing the entry's stage (Lead, Prospect, Approved, etc.).
Creating a Project from an assigned Lead or Job
In AccuLynx, create a new Lead or Job.
Assign it to a User, then click Save New Lead/Job.
Important: If the Lead or Job is created without an assignment, it will NOT generate a CompanyCam Project. Once your Lead information is added and an assignment is provided, you can hit Save New Lead/Job.
A matching CompanyCam Project generates automatically. You're now ready to capture content in that Project.
Syncing Photos, Videos, Descriptions, and Tags
Take photos and videos in the Project, and add descriptions or tags as needed.
Note: Photo descriptions sync throughout the life of the photo, whether you add them at the time of capture or update them later
Photos, videos, and tags appear in the Photos section of the matching AccuLynx entry.
Syncing Files
In the CompanyCam Project, open the Documents Tab.
Click + Create.
Choose From Computer or From Saved Files.
Once the upload finishes, the file appears in the Documents Section of the matching AccuLynx entry.
Syncing a completed checklist as a file
Once a Checklist is finished, select Export to PDF.
Toggle on Add to Saved Files, then select Export.
The exported PDF appears in the Documents Tab of the CompanyCam Project and the Documents Section of the AccuLynx entry.
FAQs
Why didn't a CompanyCam Project get created for my AccuLynx Lead?
Why didn't a CompanyCam Project get created for my AccuLynx Lead?
A CompanyCam Project is only created when the Lead or Job is assigned to a representative in AccuLynx. Unassigned entries won't generate a Project.
Do Pages and Checklists sync automatically?
Do Pages and Checklists sync automatically?
Pages and Checklists don't sync automatically. To send a Checklist to AccuLynx, export it as a PDF and save it as a File.
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