Before you start
To integrate CompanyCam with JobNimbus, you’ll need active accounts on both platforms. Please note that integrations aren’t available on the CompanyCam Basic plan. To use this feature, upgrade your plan and take advantage of integrations.
You also need Admin or Manager privileges in both CompanyCam and JobNimbus, and the email address used for your Admin or Manager account must match in both platforms 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 JobNimbus, click your User Profile in the top-right, then select Settings.
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, go to Admin Settings, then Features, and enable CompanyCam under the 3rd Party Features section. This will make the CompanyCam option appear under the Integrations 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.
After the integration is set up, you will notice Edit and 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 automatically 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 instantly sync back to the corresponding Contact or Job under the Photos or Documents section.
Additionally, user and sales rep assignments in Contacts and Jobs will now sync to Projects under the Project Users section in CompanyCam. This means when you assign a user or sales rep to a Contact or Job in JobNimbus, they will automatically be assigned to the corresponding Project in CompanyCam and will appear in the Project Users section within the project.
Please note that this feature only applies to newly created Contacts or Jobs, not previously created ones. To ensure smooth syncing, users must be set up on both platforms and have the same email address linked to their accounts.
Create a CompanyCam Project and sync content from a JobNimbus Contact.
Once integrated, you can either search for an existing JobNimbus Contact or create a new one. If creating a new contact, be sure to fill out the First Name, Last Name, and Address, and assign the desired Sales Representatives and Users. If you don’t want to assign any users, you can leave that field blank. Then click Save & Continue to complete the Contact setup.
OR
Once created, you should see a matching CompanyCam Project created with a JobNimbus Contact Label attached.
If you assigned a Sales Representative or User to the Contact, you’ll see them listed in the Project Users section inside the Project in CompanyCam.
NOTE: If you unassign Users in CompanyCam, it will not be reflected in JobNimbus.
At this point, you can take Photos and upload Documents to this Project as usual. Once uploaded to this Project, they will sync to the matching Contact.
You can view the synced Photos and Documents within the JobNimbus Contact, in the Photos and Documents sections!
Create a CompanyCam Project and sync content from a JobNimbus Job
Once it’s integrated, you can start by creating the Job in JobNimbus. You’ll be prompted to either create a new Contact or search for an existing one. If you’re creating a new Contact, make sure to fill in the First Name, Last Name, and Address, and assign any Sales Reps or Users you want. If you don’t want to assign anyone, you can leave that field blank. Then just click Save & Continue to finish setting up the Contact.
Then click Create Job.
Once the Job is created, you’ll see a matching CompanyCam Project automatically generated with the JobNimbus Job Label attached.
If you assigned a Sales Representative or User to the Job, you’ll see them listed in the Project Users section inside the Project in CompanyCam.
NOTE: If you unassign Users in CompanyCam, it will not be reflected in JobNimbus.
At this point, you can take Photos and upload Documents to this Project as usual. Once uploaded to this Project, they will sync to the matching Job.
You can view the synced Photos and Documents in JobNimbus from the Photos and Documents sections!
Photos Section:
Document Section:
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!