Before you start
You must have an active account with CompanyCam and Xcelerate to integrate.
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 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 Xcelerate?
Xcelerate Restoration Software is the ultimate job management platform that drives growth and success for restoration contractors. Xcelerate delivers cutting-edge technology that solves problems for the restoration industry. Xcelerate is dedicated to helping contractors achieve their goals through their comprehensive software and personalized support. Expect more than software, demand #growthware.
Setup
In your CompanyCam account on the left-hand side select your User Icon and then select Access Tokens.
Select + New Token.
In the dropdown menu find and select Xcelerate Restoration, and then select Create Token. Note: Do not select the box below. That will cause the integration token to be read-only and make the integration not work properly.
Once created select the Copy Token Icon.
Next Login into your Xcelerate account and navigate to Admin > Integrations.
Click on the pencil Icon next to CompanyCam.
Enter the Admin's email associated with your CompanyCam account, paste in the Access Token you grabbed previously from CompanyCam, set it to active, and select Update.
That's it! Now you are successfully integrated. Going forward all Jobs created in Xcelerate will create Projects in CompanyCam and all photos taken inside of the corresponding CompanyCam Project will sync back to the Job in Xcelerate.
How it works
Create New Jobs inside of Xcelerate.
A Project for that job will automatically be created in CompanyCam.
Take or upload photos in that Project in CompanyCam.
Photos will sync back to Xcelerate for management & PDF report creation (accessed in the "External > CompanyCam Folder").
If you need support integrating or have any issues with the integration reach out to [email protected]
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!