Before you start

You need to have an active account with CompanyCam and AccuLynx to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must enable the AppConnections add-on in order to connect CompanyCam to your AccuLynx account.
To integrate, you need to have the Admin or Manager permission set in CompanyCam and the correct permissions in AccuLynx. If you don't have that role in CompanyCam, ask an Admin on your company's account for permission; here's what they'll need.

What is AccuLynx?

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business. Since 2008, thousands of roofing companies have turned to their award-winning software to save time, simplify production, and sell more profitable jobs.

Setup

Enable App Connections in the Market Tab if you haven't already. You can start by going to the Market and selecting Add-Ons.
Click on the AppConnections by AccuLynx box.
Click Enable.
Toggle Enable AppConnections and follow any additional prompts. Once enabled, you will have the ability to enable integrations.
To integrate with CompanyCam, navigate to the Market Tab in AccuLynx and select App Connections.
Select the CompanyCam Integration.
Click Get Connected.
Select Authorize Connection, and sign in to CompanyCam if prompted.
This integration offers a historical sync option. If you select Yes, CompanyCam Projects will be created for AccuLynx jobs that meet the following criteria:
- Touched within the last 30 days
- Assigned to a representative
- Have a milestone status of Lead, Prospect, or Approved
Select Yes or No based on your preference, then click Connect to proceed.
That's it! You are now connected. If you need to update or reconnect your integration, you can select Manage Connection.

How to Disconnect the Integration

Open Acculynx and log in to your account.
In the toolbar at the top of the page, click on Market.
Click on AppConnections.
Click on CompanyCam.
Click on Manage Connection.
Click to enable Yes, Remove Connection.
Click on Remove Connection.

How it works

This integration allows CompanyCam and AccuLynx to communicate automatically. To ensure a CompanyCam Project is created, you must create a Lead or Job in AccuLynx and assign it to a representative. If a Lead or Job is not assigned, a CompanyCam Project will not be created.

Once the Lead or Job is assigned, a corresponding CompanyCam Project will be created automatically, and any photos, photo descriptions, videos, files, and tags captured in that project will sync back to AccuLynx in real time.

How to Create a Project in CompanyCam from an Assigned Lead or Job in Acculynx

Create a new Lead or Job in AccuLynx and make sure it’s assigned to a user.

If the Lead or Job is created without an assignment, it will NOT generate a CompanyCam Project. Once your Lead information is added and an assignment is provided, you can hit Save New Lead/Job.
Once you add your Lead/Job and assign it in AccuLynx, a matching CompanyCam Project will generate. Assigned Users will also carry over to the matching Project. If the User is set up on both platforms and their username/email matches in both software. You can tell it is from AccuLynx because of the Label titled "AccuLynx" and an additional Label showing what stage the entry is in, Lead, Prospect, Approved, etc. At this point, you are ready to capture content in this Project and have it sync back to your AccuLynx entry.

How to Sync Photos, Photo Descriptions, Videos, Files, and Tags from an Integrated CompanyCam Project

Take photos and videos, and add Photo Descriptions and Tags as needed. Photo Descriptions will continue to sync throughout the entire lifecycle of the photo, whether they are added at the time of capture or updated later.
You will see the photos and videos you took in the Photos Section of your AccuLynx entry, as well as any tags applied.
Clicking into the Photos tab will present all the content for that entry, including the tags that were applied to those photos/videos inside of CompanyCam.

Syncing CompanyCam Files to AccuLynx

To add Files, click + Add Files within the Project in CompanyCam.
When they finish uploading, you will be able to find and view them within the Documents section of Acculynx in the tied record.

Syncing a Completed Checklist from CompanyCam as a File to AccuLynx

Once your Checklist is finished, select Export to PDF.
Make sure to toggle on Add to Saved Files and select Export.
Once you export, you will see that the Checklist shows up in the Files section of CompanyCam and the Document section of the AccuLynx entry.