CompanyCam Integration FAQ - Jobs

Jobs

What information is required to have a job created in OCC?

In order for a job to be created in OCC, the following data elements must be completed:

1. The project in CompanyCam must have been updated since the last time we synchronized.
2. The following data mapping is utilized to build / update the job in OCC:
   1. Customer Name: {project.name}
   2. Name: {project.contact.name} (or project.primary_contact.name if Primary Contact enabled)
   3. Email: {project.primary_contact.email} (ONLY if Primary Contact enabled)
   4. Job Address:
      1. Line 1: {project.address.street_address_1}
      2. Line 2: {project.address.street_address_2}
      3. City: {project.address.city}
      4. State: {project.address.state}
      5. Postal Code: {project.address.postal_code}
   5. Phone Number(s):
      1. Number: {project.primary_contact.phone_number} (ONLY if Primary Contact enabled)
   6. Assigned User: Project’s Assigned User ID
   7. Metadata:
      1. cc_project_id: {project.id}
      2. cc_company_id: {project.company_id}
      3. cc_creator_id: {project.creator_id}
      4. The system then iterates over the project’s integrations and sets up metadata for those (this is utilized to help duplicate detection with multiple integrations). The following mapping is utilized:
         1. cc_{integration.type.underscore}_relation_id: integration.relation_id
      5. Currently the only integrations which are supported are JobNimbus and JobProgress
   8. Document(s):
      1. Name: CompanyCam Document-{document.id}-{document.name}
      2. Metadata: cc_document_id: document.id
      3. Document: document.url
   9. Image(s):
      1. Name: CompanyCam Image-{image.id}.jpg
      2. Metadata: cc_image_id: image.id
      3. Image: image.uris.first.uri

Are there any options for other mappings for job creation?

No, there aren’t any options for data mappings or job creation.

When should an update in CompanyCam be reflected in OCC?

There is a job that runs every 15 minutes at 7, 22, 37, and 52 minutes after the hour.

What happens if a Project, Image or Document is deleted in CompanyCam?

The information created in OCC would be orphaned and unlinked between CompanyCam and OCC. There is no update to reflect that in OCC and no updates will be pulled to a job(s) in OCC.

Do updates in OCC push back to CompanyCam?

As mentioned previously, the only updates from OCC which push back to CompanyCam is the assignment of the job / project. This is only done in the event that option is enabled in the integration.

What happens when I change the assigned user on the Project in CompanyCam?

Once a CompanyCam Project has an assigned representative which has been changed to a different user it should be picked up on the 15 minute synchronization timeframe. Please note the SAME rules still exist where there must be a user linked between OCC and CompanyCam AND it must be active.