JobNimbus is a CRM and project management tool built for roofing and construction contractors. When it’s connected to CompanyCam, new Jobs or Contacts create Projects, and your photos and files sync back to the matching record in JobNimbus. When something doesn’t sync the way you expect, these steps help you find the cause and fix it yourself.
Your sync selection changes what you’ll see, so start by finding which one you’re on. To set up the integration, see Connecting JobNimbus to CompanyCam. To learn how the sync works, see Using the CompanyCam + JobNimbus Integration.
This feature is available on select plans. This feature is only available on the web app.
Find your sync selection
Click App Marketplace in the left-hand navigation under Integrations > search for JobNimbus > click the JobNimbus card > click Edit. The selected option is your sync selection.
Contacts: A new Contact in JobNimbus creates a Project labeled JobNimbus Contact. Creating a Job for that Contact doesn’t create a second Project.
Jobs: A new Job in JobNimbus creates a Project labeled JobNimbus Job. Each new Job gets its own Project.
Note: Your selection has to match in both platforms. In JobNimbus, go to Settings > CompanyCam and confirm the same option is selected. A mismatch stops Projects from being created at all.
Content isn’t syncing to JobNimbus
This is the most common issue. Syncing can take up to 5 minutes, so wait that long before you start. Synced content appears in the Photos and Documents sections of the JobNimbus Job or Contact. Work through these steps in order and stop when syncing starts working.
Check the connection. The JobNimbus card in App Marketplace should say Connected. In JobNimbus, Settings > CompanyCam should say the same. If either side doesn’t, follow Fixing a failed connection below.
Check the Project label. Only a Project labeled JobNimbus Contact or JobNimbus Job syncs. A Project with no label was created by hand in CompanyCam and has no JobNimbus record behind it.
Check that you’re uploading to the right Project. Search the address in CompanyCam. If you’ve been adding photos to a Project you created manually, merge it into the JobNimbus-labeled Project and keep the JobNimbus-labeled one. See Merging Projects for the steps.
Check your Application Key. In the left-hand navigation, click Integrations > Access Tokens. The key assigned to JobNimbus needs Read & Write permissions and can’t be expired. A Read-only key blocks syncing entirely.
Check the User’s email. The User who took the photos has to exist in both CompanyCam and JobNimbus with the exact same email address. If the emails don’t match, the sync won’t go through.
Check your Attachment Categories in JobNimbus. Go to Settings > Attachment Categories and confirm there’s a category named Photo, spelled with a capital P.
Once you’ve worked through those, add a test photo to a JobNimbus-labeled Project and give it 5 minutes. If the test photo syncs, the integration is working, and the problem is limited to your original record. If it doesn’t, disconnect and reconnect the integration, then test again.
Still not syncing? Contact our Support team and tell us your sync selection, the Project name, the JobNimbus record, and the steps you’ve tried.
New Jobs or Contacts aren’t creating Projects
If both sides say Connected but no Projects are showing up, the cause is usually the sync selection or the record itself.
Your sync selection doesn’t match. This is the most common cause. If CompanyCam is set to Jobs and JobNimbus is set to Contacts, nothing is created. Check both sides using the steps in Find your sync selection above.
The record already existed. Only Jobs and Contacts created after you connected generate a Project. Opening or editing an older record won’t create one.
The record has no address. Fill in the address when you create the Job or Contact. A blank address field won’t fill itself in from the Contact record afterward.
You haven’t waited long enough. Give it 5 minutes and refresh your Project feed.
If all 4 check out, disconnect and reconnect the integration, then create a test Job or Contact in JobNimbus to confirm Projects are being created again.
Fixing a failed connection
Note: You must have Admin or Manager permissions in both CompanyCam and JobNimbus to connect or reconnect the integration.
A failed connection almost always traces back to the email address or the JobNimbus API key. Check each of these:
The Admin Email Address matches. The email you enter in CompanyCam has to match the email on the JobNimbus account that created the API key. Click your profile in JobNimbus to confirm it.
The Access Profile matches. The Access Profile you chose when creating the JobNimbus API key has to match that account’s JobNimbus Permission Set. Most accounts use Admin.
You copied the right key. In JobNimbus, check the creation date next to the key.
The User who set it up is still active. If the Admin who connected the integration has been deactivated in either platform, the connection stops working. An active Admin or Manager needs to reconnect.
To reconnect, open App Marketplace under Integrations, find the JobNimbus card, and click Disconnect. Then create a new API key in JobNimbus and follow Connecting JobNimbus to CompanyCam from the start.
Note: Don’t see CompanyCam in your JobNimbus Integrations menu? Go to Settings > Features under the General section and toggle on CompanyCam under 3rd Party Features.
You see more than one Project for the same address
Compare the Project labels first.
One Project has a JobNimbus label, and one doesn’t. That’s a true duplicate. Someone created a Project manually in CompanyCam before the integration created its own. Merge the unlabeled Project into the JobNimbus-labeled one, and keep the JobNimbus-labeled Project so syncing continues.
Both Projects have a JobNimbus label. This can happen when a Contact’s name or address is edited in JobNimbus after the record was created, or after existing Jobs were synced over on request. Contact our Support team before merging so you don’t break the link to the live record.
See Merging Projects for the steps.
Your Project name or address didn’t update
JobNimbus sets the Project name and address when the Project is created, and editing the record afterward doesn’t push an update.
Renaming a Job or Contact in JobNimbus won’t rename the matching Project in CompanyCam.
Updating an address in JobNimbus won’t change the address on the Project. It stays as it was when the Project was created.
Renaming the Project in CompanyCam doesn’t change anything in JobNimbus.
If the name or address has to be right in both places, rename the Project in CompanyCam to match. Creating a duplicate record in JobNimbus to force a fresh sync will leave you with 2 Projects to merge.
Users aren’t being assigned
Assignments flow from JobNimbus into CompanyCam, not the other way around. Assign the Sales Rep or User on the Job or Contact in JobNimbus, and they’re added to the matching Project’s Project Users section in CompanyCam. Check each of these:
The User’s email in JobNimbus matches their email in CompanyCam exactly.
The User is active in both CompanyCam and JobNimbus.
The assignment was made in JobNimbus. Assigning someone in CompanyCam won’t add them in JobNimbus.
The Job or Contact was created after the assignment settings were in place. Assignments on older records don’t sync.
Note: Unassigning a User in CompanyCam removes them from the Project there, but leaves them assigned to the Job or Contact in JobNimbus. Remove them manually in JobNimbus.
Contact info is missing from your Projects
Sync Primary Contacts to CompanyCam? Adds the JobNimbus contact’s info to the Project’s customer section in CompanyCam. If that section is empty, check each of these:
The setting is on. Open App Marketplace under Integrations, click Edit on the JobNimbus card, and confirm Sync Primary Contacts to CompanyCam? is checked.
The record was created after you turned the setting on. It doesn’t fill in contact info on Projects that already synced.
If you’re synced on Jobs, the Contact was created first, and the Job was created from that Contact. A Job created on its own won’t carry contact info over.
FAQs
How long does syncing take?
How long does syncing take?
Syncing can take up to 5 minutes in either direction. Give it a few minutes before you start troubleshooting.
Why aren’t my existing Jobs and Contacts in CompanyCam?
Why aren’t my existing Jobs and Contacts in CompanyCam?
Existing Jobs and Contacts don’t create Projects — only records created after you connect do. You can request a sync of existing Jobs from our Support team, though it may create duplicate Projects.
Does disconnecting JobNimbus delete my Projects?
Does disconnecting JobNimbus delete my Projects?
Disconnecting JobNimbus doesn’t delete anything. However, syncing stops, so your Projects, photos, and files stay in both CompanyCam and JobNimbus until you reconnect.
Does deleting a photo in CompanyCam remove it from JobNimbus?
Does deleting a photo in CompanyCam remove it from JobNimbus?
Deleting a photo in CompanyCam removes it there only. The copy already synced to JobNimbus stays put, and you’ll need to delete it in JobNimbus separately.
Do videos sync to JobNimbus?
Do videos sync to JobNimbus?
Videos don’t sync to JobNimbus. Only photos and files sync over.
💡 Need more help?
Contact our Support team — we’re here Monday through Friday.
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