How to connect Contractor Foreman to CompanyCam.

Contractor Foreman makes it easy for you to sync the photos and documents you add to CompanyCam directly into your account without any additional work.  Imagine, the speed and convenience of CompanyCam added with the job details found in Contractor Foreman.  What a perfect combination.  Not a CompanyCam customer?  Give it a try for free.

The CompanyCam integration is available on most plans, but not all.  Review the list of plans here.

To connect your existing CompanyCam account to your existing Contractor Foreman account, go ahead and make sure you are logged into each account as an administrator.

1. In Contractor Foreman, go to the Menu
2. Click on Settings
3. Click on Integrations
4. On the Integrations page, click on Activate (see image below)
5. Once Activate is clicked, a window will open asking you to log into your CompanyCam account or, if logged in already, you will see that the connection has been made.
6. If the account needs to be disconnected in the future, you can do so by clicking “Unlink CompanyCam”.
7. That’s all there is to it!

Creating Projects

Creating projects in either system is easy.  When you create a project in one system, the Project details will be synced to the other system.  No more double entries.  To create a project within Contractor Foreman.

1. Go to the Menu
2. Hover over the Project option (or click it) and click the + (new) icon.
3. Complete the required fields; Project Name, ID, Customer, Project Type. Fields not supported by the CompanyCam API will not transfer.

Adding Photos and Documents

Photos and documents added within CompanyCam are instantly synced to the project within Contractor Foreman and placed within the CompanyCam folder.  Documents are placed within a CompanyCam/Documents folder for easier access.  All files sycned to Contractor Foreman from CompanyCam will appear within:

• Menu > Files & Photos > All Files View
• Menu > Files & Photos > Project Name > CompanyCam folder
• Project > Files & Photos > All Files View
• Project > Files & Photos > CompanyCam folder

Syncing Existing (Unlinked) Projects to CompanyCam or Pushing a Project to CompanyCam

There is a good chance that you have already created a project in CompanyCam and in Contractor Foreman, but now that you have completed the integration, you want those two projects in each system to be linked together.  Or maybe you have an exiting project in Contractor Foreman that you want to push to CompanyCam.  The following steps outline how to accomplish both options so that you can push an existing project from Contractor Foreman to CompanyCam or link two existing projects together.

1. Go to Contractor Foreman > Menu > Project > Select the Project
2. At the very bottom of the Project page, click the link “Send Project to CompanyCam”
3. In the popup, select one of two options
   1. Create a New Project in CompanyCam
      1. Selecting this option and clicking Create will send the project details to CompanyCam.  This is ideal for users who have an existing project in Contractor Foreman and they want to push it to CompanyCam because it does not already exist.
   2. Map with existing Project in CompanyCam
      1. Selecting this option will show a list of projects that exists in CompanyCam.  When you select one of the projects in the dropdown list and click Map Now, the project that you are within in Contractor Foreman will be mapped to the project you selected within CompanyCam.  Now the two are linked.

Deleting Synced Files

Currently, CompanyCam does not offer a two-way sync for the deletion of files.  If a file needs to be deleted from both systems, it will need to be manually deleted from both systems.  When this feature is enabled by CompanyCam, it will be implemented here.

Marked Up Images

When an image is marked up (annotated), the revised changes will be synced to Contractor Foreman replacing the existing file.

Things to Remember

• The photos and documents only transfer from CompanyCam to Contractor Foreman.  Projects created in both systems will sync both ways.

Did we miss something?  Email us and let us know. support@contractorforeman.com