JobNimbus is a CRM and project management tool built for roofing and construction contractors. Connect it to CompanyCam, and every new Contact or Job in JobNimbus creates a matching Project in CompanyCam, with the photos and files you capture syncing back to JobNimbus.
This article covers connecting the two accounts, choosing what syncs, and disconnecting. Once you're set up, see Using the CompanyCam + JobNimbus Integration for how the day-to-day sync works.
This integration is available on select plans and is only available on the web app.
Create an API key in JobNimbus
Note: You need Admin or Manager permissions in both CompanyCam and JobNimbus to set up this integration.
In JobNimbus, click your User Profile in the top-right, then go to Settings > API under the Integrations section.
Click + Create New in the top-right corner.
Type CompanyCam in the Description field.
Select an Access Profile that matches your JobNimbus Permission Set. Most accounts use Admin.
Click Create.
Click Copy to the right of the new key. Check the creation date next to it if you need to confirm you grabbed the right one.
Connect the accounts in CompanyCam
In the left-hand navigation, under Integrations, click App Marketplace.
Search for JobNimbus, then click the card.
Click Connect.
Paste the API Key you copied from JobNimbus into the API Key field.
Enter the Admin Email Address from JobNimbus.
Choose to sync Contacts or Jobs. Remember which one you pick — you'll select the same option in JobNimbus later.
Check Sync Primary Contacts to CompanyCam? if you want the Contact or Job's contact info to sync into the Project's customer section in CompanyCam.
Click Save.
Note: The email must match the one associated with the JobNimbus account you used to create the API key. Click your profile in JobNimbus to confirm it.
Create a Personal Access Token in CompanyCam
JobNimbus connects using a Personal Access Token, a credential tied to your CompanyCam user account.
Important: Choose Read & Write permissions. This integration only creates and updates records, so Read & Write is enough — Full access and Custom aren't needed, and Read-only blocks syncing entirely.
In the left-hand navigation, click Integrations, then click Access Tokens.
Under Personal Access Tokens, click New Personal Access Token.
Type JobNimbus in the Name field.
Add an optional description, then choose a permission level.
Choose an expiration, or leave it as No expiration so the token doesn't cut off the sync down the road.
Click Create token, then click Copy to copy the new token.
Note: Tokens default to a 30-day expiration. If you don't switch it to No expiration, you'll need to create a new token and reconnect before it expires, or the integration will quietly stop syncing.
Finish connecting in JobNimbus
In JobNimbus, go to Settings.
Select CompanyCam from the menu on the left, under the Integrations section.
Paste the Personal Access Token from CompanyCam into the CompanyCam API Token field.
Choose Contacts or Jobs. This has to match what you picked in CompanyCam.
Click Save.
Once connected, the status changes to Connected, and Edit and Disconnect options appear to the right.
Note: Don't see CompanyCam in the list? Go to Settings > Features (under the General section) and toggle on CompanyCam under 3rd Party Features.
Editing or disconnecting the integration
To change your settings or turn the integration off, open the App Marketplace under the Integrations section, find the JobNimbus card, and click Edit or Disconnect.
FAQs
Why won't the integration connect?
Why won't the integration connect?
The integration won't connect if the Admin Email Address doesn't match between the two platforms, or if the profile you picked doesn't match your JobNimbus Permission Set. Confirm the email on your JobNimbus profile and re-enter it in CompanyCam.
Everything says connected, so why isn't anything syncing?
Everything says connected, so why isn't anything syncing?
The sync usually stalls for 1 of 2 reasons:
The Personal Access Token wasn't created with Read & Write permissions. Create a new token with Read & Write permissions instead.
The Personal Access Token has expired. Check its expiration date and create a new one if needed.
What happens if my Personal Access Token expires?
What happens if my Personal Access Token expires?
Syncing stops once the token expires, though nothing already synced is lost. Create a new Personal Access Token in CompanyCam, choose No expiration if you'd rather not manage renewals, and paste it into JobNimbus the same way you did during setup.
How do I disconnect or reconnect the integration?
How do I disconnect or reconnect the integration?
To disconnect or turn the integration off, open the App Marketplace under the Integrations section, find the JobNimbus card, and click Edit or Disconnect.
💡 Need more help?
Contact our support team — we're here Monday through Friday.
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