Users / User Mapping
When are users synchronized between CompanyCam and OCC?
Users are synchronized weekly at 1:00 AM UTC on Sundays.
How are users matched between CompanyCam and OCC?
The user from CompanyCam has their email address compared to a list of users available in OCC by email. If the emails match they’re automatically linked up.
Can I manually map a user between CompanyCam and OCC?
Yes, you certainly can! This can be done from the CompanyCam card on the integrations page. You will need to click on the “Users Connected” tab where you will be presented with a list of users from CompanyCam.
You can hover and click the “edit” (pencil) icon in order to manually select the OCC user you wish to associate with the CompanyCam user.
Job / Job Data Mapping
How often are updates to jobs and images pulled from CompanyCam and when do they run?
Updates to jobs are pulled every 15 minutes. The job runs at 7, 22, 37, and 52 minutes after the hour.
Can I add filters to selectively pull jobs in from MarketSharp to OCC?
No, at this time there is no way to configure or filter and selectively pull information from CompanyCam to OCC.
Document Uploads Back to CompanyCam
Are documents able to be uploaded back to CompanyCam?
No, documents can NOT be pushed back to CompanyCam from OCC.
General
What happens when the sync button is pressed on the Integration UI?
Pressing the Sync button on the CompanyCam integration card kicks off the Initial Sync job which does the following:
- Pulls Users: Looks at ALL users and pulls and links the users from CompanyCam to those from OCC (based on email as specified elsewhere in this documentation)
- Pulls Projects: Pulls updates for Projects that have been updated in CompanyCam since 29 days prior and creates jobs for projects (if enabled) in which the assigned users in CompanyCam are “actively” mapped between MarketSharp and OCC.
My job or photo update hasn’t shown up in OCC. Is there a way to expedite job creation if I can’t wait until the next 15 minute run?
You can utilize the Sync button to force a synchronization.
Are there any other things to know about Job creation?
Yes, there are a couple of options as it relates to the integration. On the Settings tab, there are a few options:
- Create Project when a job is created: When selected, the integration will create a project in CompanyCam for the job in OCC. The following mapping is utilized for the new Project creation:
- Name: OCC Job Name
- Address:
- Street Address 1: Job Address Line 1
- Street Address 2: Job Address Line 2
- City: Job Address City
- State: Job Address State
- Postal Code: Job Address Postal Code
- Assigned User: Job’s assigned user’s CompanCam ID
- Create a Project in One Click Contractor from Project in CompanyCam: When selected, a new project created in CompanyCam will result in a job being created in OCC. Specifics for the data mapping are in the next section.
- Reassign a Project in CompanyCam when Updated in One Click Contractor: When selected, when a job is reassigned to a different user in OCC the assignment will be carried through to update CompanyCam as well.
- Upon Reassignment, Delete Previously Assigned user in CompanyCam: This option can ONLY be enabled in the event the Reassign a Project option has been enabled. This is important because the way that assignments work in CompanyCam, if we reassign a project to another user, it simply adds the new user as an assigned user rather than changing it. If you want the project to move from being assigned from one to another user, this option must be enabled.