Before you start
To integrate CompanyCam and JobNimbus, you must have an active account with both services. Please note that integrations are not available on the Basic plan in CompanyCam. Upgrade your plan to take advantage of this feature.
You must have Admin or Manager privileges in both CompanyCam and JobNimbus.
You must use an Admin email address in both CompanyCam and JobNimbus when setting up the integration.
What is JobNimbus?
JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and better manage their teams. From customer contacts to scheduling, boards to lead acquisition, jobs to payments, JobNimbus is the place to accurately update and track all company information.
Setup
Go to the Settings page in JobNimbus.
Click on the Integrations section on the left hand corner and then API.
Click on New API Key in the top right corner. Then, scroll down to the bottom of the token list, click the empty (white) field, and choose CompanyCam. After that, click Select Profile and pick Admin from the list, then hit Save. Just a heads-up, the profile you select should match the Permission Set you have in JobNimbus.
Once the key is created, make sure to copy it by clicking Copy to the right of the new key at the bottom of the list. You can double-check that it’s the right one by confirming the creation date.
Open CompanyCam and sign in. Select Integrations on the left menu under Resources.
Locate the JobNimbus card and click on it to open.
Click Connect.
Paste the API Key you copied from JobNimbus into the API Key section.
Enter the Admin Email Address from JobNimbus.
NOTE: The email entered here must be the same one tied to your JobNimbus account that you logged in with when you created your access token. You can click on your profile in JobNimbus to confirm the email you are logged in with.
Select to sync Contacts or Jobs from JobNimbus to CompanyCam, and then click Save.
You're not done yet. Just a few more steps!
In CompanyCam, click on your User Icon and choose Access Tokens.
Click New Token.
Select JobNimbus from the drop-down menu and click Create Token.
Note: DO NOT checkmark the option "This token will ONLY be used to read data from CompanyCam", as this will make the token Read-Only and prevent the integration from syncing information.
Copy the Access Token you just created.
Return to your JobNimbus account and go to Settings. From there, select CompanyCam from the menu on the left under the Integrations section.
NOTE: If you don't see CompanyCam in the list, you'll need to go to Admin Settings, then Features, and enable CompanyCam under the 3rd Party Features section.
Paste the Access Token from your CompanyCam account into the CompanyCam API Token section and select either Contacts or Jobs. Remember, your selection must match the one you made in Step 10.
Click Save.
Once the integration is completed, you will see its status change to Connected.
Once the integration is set up, you will notice some Edit & Disconnect options to the right of the integration, allowing you to make changes if needed.
How it works
You can create new Contacts or Jobs in JobNimbus, which will trigger the creation of a new CompanyCam Project labeled either "JobNimbus Contact" or "JobNimbus Job." Any photos or documents added to this integrated project will automatically sync back to the corresponding Contact or Job under the Photos or Documents section!
Create a CompanyCam Project and sync content from a JobNimbus Contact.
Once integrated, create a new JobNimbus Contact.
Once created, you should see a matching CompanyCam Project created with a JobNimbus Contact Label attached.
At this point, you can take Photos and upload Documents to this Project as usual. Once they are uploaded to this Project, they will sync to the matching Contact.
You can view the synced Photos and Documents within JobNimbus from the Photos and Documents sections!
Create a CompanyCam Project and sync content from a JobNimbus Job
Once integrated, create a new Job in JobNimbus.
Once created, you should see a matching CompanyCam Project generated with a JobNimbus Job Label attached.
At this point, you can take Photos and upload Documents to this Project as usual. Once they are uploaded to this Project, they will sync to the matching Job.
You can view the synced Photos and Documents within JobNimbus from the Photos and Documents sections!
Need Support?
If you need help with the integration or encounter any issues, please reach out to CompanyCam's support team. You can email us at [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!