In this article, we cover:
To integrate CompanyCam with ProLine, follow these steps to streamline your project management and media file handling.
Enabling the CompanyCam Integration
First, navigate to hamburger menu > Integrations in ProLine.
Locate the CompanyCam option and click Enable Integration.
If you are already logged into CompanyCam, the integration will happen immediately. If not, you will be prompted to log in to CompanyCam. Once logged in, ProLine will connect automatically.
Ensure the integration is active by checking for a green checkmark and a status message indicating that the integration is currently on.
When you take photos and images in CompanyCam, they are not permanently stored in ProLine, even though they are synced. If you disconnect your CompanyCam account, the media will no longer be available in ProLine.
Managing Media Files
Navigating to Project Files:
Go to hamburger menu > Projects.
Select a project.
Click on Files. You'll see a CompanyCam icon here.
Accessing Synced Media:
Click on the CompanyCam icon to access the folder with synced media.
View and download photos as needed.
Add photos to quotes or other project documentation.
Manual Syncing:
If any media is missing, use the Sync button to manually update the project files.
Unlinking Projects:
If necessary, you can unlink the project from CompanyCam through the same interface.
Setting Up Automated Project Linking
To automate the linking of projects between ProLine and CompanyCam:
Go to:
hamburger menu > Campaigns > Appointment Reminders (or your preferred campaign for this step).
Add Automation Step:
Click the plus sign to add a new step.
Select Send to CompanyCam from the dropdown.
Optionally, assign the CompanyCam project to the same person assigned in ProLine.
Adjust Campaign Order:
Move the Send to CompanyCam step to the top of the campaign list to ensure it runs immediately.
Enable Campaign:
Ensure the campaign is enabled to automatically link new projects scheduled through appointments.
Your projects will be automatically linked to CompanyCam, and any photos or videos taken will sync back to ProLine without manual intervention.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.