Before you start
You must have an active Admin user account with both CompanyCam and Albiware in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don’t have that role, ask an Admin on your company’s account for permission; here's what they'll need.
What is Albiware?
Albi is an all-in-one restoration management platform that integrates everything you need. Built by restorers who understand the industry, Albi gives you clear visibility into key metrics so you can focus on growth and serving your clients. Intuitive, user-friendly, and powerful—Albi has you covered.
Setup
Log in to your Albiware Account and go to your Settings, and click Integrations.
There, you will see the CompanyCam Integration option. Click Connect.
A sidebar window will appear. You will need to input your Admin email address that matches in both CompanyCam and Albiware.
Next, we will need a CompanyCam Access Token. To gather this Access Token, go to your CompanyCam account. Select your Profile Icon from the left menu and then click on Access Tokens.
Click + New Token and then select Create Token (don't check the Read-only box; this will make the integration not work).
Once your Token is created, you can copy and paste this back into your Albiware account next to where you added your Admin email address.
A blue pop-up will appear in the upper right corner of your screen indicating you are now successfully integrated!
How it works
Now that you are successfully connected to CompanyCam, you'll want to decide how the integration creates Projects.
To do this, click on the blue Configure Button and click Settings.
You'll have three options to choose from. These options will determine when new Projects are created in CompanyCam. Once you've decided on the configuration you'd like to use, click Save.
Option 1: Everytime Project Created: This option will create a Project in CompanyCam automatically when a Project is created in Albiware.
Option 2: Certain Statuses: This will create a Project in CompanyCam once your Project in Albiware reaches a certain status(es). Keep in mind you can select more than one. Example: Project 123 is In Production.
Option 3: Certain Dates: This will create a Project in CompanyCam once a specific date(s) is completed. Example Project-123 Arrived on Site.
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out via the live chat at the bottom right of the website.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!