This integration allows CompanyCam and JobNimbus to communicate automatically. All photos and documents added in CompanyCam will sync to JobNimbus instantly, and all Jobs or Contacts created in JobNimbus will instantly sync to CompanyCam.
In this article
Before you start
You must have an active account with both CompanyCam and JobNimbus in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must have Admin 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.
How it works
You can choose either new Contacts or Jobs created in JobNimbus to create a CompanyCam Project. Then all photos and Documents added to this integrated Project will sync back to the Contact or Job under the Photos section!
Setup
Creating and using the JobNimbus API token
Go to the Settings page in JobNimbus.
Click on API on the bottom left.
Click New API Key (blue button) at the top. At the bottom of the token, list click in the open/white field and type and select CompanyCam. Click Select Profile and choose Admin from the list, then click Save (blue button).
Click Copy to the right of your new Key at the bottom of the list.
Open CompanyCam and sign in. Select Integrations on the left menu under resources.
Under the JobNimbus integrations tab, paste in the API KEY that you copied from your JobNimbus account.
Enter the Admin Email Address from JobNimbus.
NOTE: The email entered here must have full permissions in CompanyCam and in JobNimbus in order for the integration to work correctly.
Choose to sync Customers or Jobs from JobNimbus to CompanyCam, and also choose if you'd like to sync Primary Contacts to CompanyCam, save this information by clicking Connect.
You're not done yet. Just a few more steps!
In CompanyCam click on Your Profile on the left-hand side, Under "Your Company" Select "Access Tokens"
Click New Token (blue button).
Select JobNimbus from the drop-down and click Create Token.
NOTE: DO NOT check the optional settings box. That will make the token Read-Only and it will not function.
Copy the Token.
Go back to your JobNimbus account. Go to Settings, and choose CompanyCam from the menu on the left. NOTE: If you do not see CompanyCam in this list, you will need to go to Features and enable CompanyCam.
Paste the token from your CompanyCam account and choose Contacts or Jobs. Make sure to choose the same as you did in Step 8.
Click Save.
Once the integration is completed you will see "Connected" in the top right.
Once the integration is set up you will notice an "Update" option underneath the integration. If something in your integration isn't working as expected you can select this and it will refresh the integration between the two. You can also "Delete the Integration" below here as well if it ever becomes no longer needed.
Important details about this integration
To make the integration work smoothly there are a few things you'll need to keep in mind.
If you would like to have the most recent 100 Jobs or Contacts synced after you've set up the Integration, please reach out via the in-app chat or contact [email protected] and we'll sync those over for you. You can also request this as you work with your Onboarding or Customer success representative.
You'll know the integration is set up correctly when you Add a new Job or contact in JobNimbus and a new CompanyCam project is created. Add a photo or document to that project and it will sync into the JobNimbus record. If you have an older job/contact that you want to send over to CompanyCam, simply edit the job/contact name in JobNimbus and save, this will force sync the job/contact to CompanyCam.Customers/Jobs will sync from JobNimbus to CompanyCam, but not the other way around.
Customers/Jobs that you create in JobNimbus will instantly sync to CompanyCam, but projects that you create in CompanyCam will not sync to JobNimbus.Photos and Documents will sync from CompanyCam to JobNimbus, but not the other way around.
The photos your company takes in CompanyCam as well as documents that you scan or upload will all instantly be available in JobNimbus. Photos that you take or upload in JobNimbus will not sync to CompanyCam.
Step-by-step Video
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!