The CompanyCam integration allows MarketSharp users to view and manage CompanyCam projects directly from Attachments, Appointments, and Job records. With just a few clicks, users can create new CompanyCam projects or access existing ones tied to the same contact โ all without leaving MarketSharp.
To Setup CompanyCam in your MarketSharp account, click here: ๐ธ Setup CompanyCam Integration with MarketSharp โ MarketSharp
Here is a quick overview video on how to use CompanyCam within MarketSharp:
๐ Where You Can Use the Integration
You can access the CompanyCam integration from the following record types. Each of these will display a CompanyCam button where you can view or create projects:
- Attachments
- Appointments
- Jobs
๐ Viewing and Opening Existing Projects
Clicking on the CompanyCam button will open a list of all related CompanyCam projects associated with the selected contact. Each project includes:
- Project Name
- Link to open in a new browser tab (via the Eye icon)
Note: All CompanyCam links open in a new tab so your progress in MarketSharp isnโt interrupted.
โ Creating a New CompanyCam Project
From any supported record (Attachment, Appointment, or Job), you can create a new CompanyCam project. The form will automatically populate available data from the linked contact, including:
- Project Name
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
โ Save as MarketSharp Address (Optional)
Youโll see a checkbox labeled:
โSave as MarketSharp [Contact / Appointment / Job] Addressโ
When this is selected, the address you provide for the new CompanyCam project will overwrite the existing address on the record in MarketSharp.
This is useful when:
- The address has changed or needs to be updated
- You want to ensure consistency between MarketSharp and CompanyCam data
๐ Address Autofill and Geocoding
The integration includes intelligent address handling using Smarty:
- Begin typing Address Line 1
- A list of suggested addresses will appear
- Select a suggested address to automatically fill in the City, State, Zip Code, and Country fields
Once an address is selected or entered, MarketSharp will also:
- Geocode the address (backend only, not visible to users)
- Send the geocoded location to CompanyCam
- Update the MarketSharp record with the same geolocation data
This happens automatically in the background and helps improve mapping accuracy in both platforms.
๐ Data Sync Notes
- All project links are tied to the contact in MarketSharp
- Creating a project pulls in data from the associated record
- Updated addresses (via checkbox) overwrite the record in MarketSharp and sync to CompanyCam
- Geocoding and syncing are handled in the background without user interaction
โ Frequently Asked Questions
Q: Can I import existing CompanyCam projects into MarketSharp and link them to jobs or contacts?
A: Not at this time. The integration currently supports creating new CompanyCam projects from MarketSharp only.
Q: Can I assign a different CompanyCam user to a project I create from MarketSharp?
A: Not yetโbut this is a feature we hope to add in a future update.
Q: Do I need a CompanyCam Pro account to use the integration?
A: Yes, a paid CompanyCam account is required. The access token feature is only available for active, licensed users in CompanyCam.
Q: Will photos and videos from CompanyCam automatically sync to MarketSharp?
A: No. MarketSharp links to CompanyCam projects for streamlined access, but files remain hosted within CompanyCam. You can access the links from MarketSharp, but storage and management stay in CompanyCam.
Q: Can I access CompanyCam annotations and tags from within MarketSharp?
A: You can view them via the CompanyCam project link, but annotations and tags must be added or edited directly in CompanyCam.
Q: Can I link multiple CompanyCam projects to a single job or contact?
A: Yes!
Q: What happens if I disconnect CompanyCam from MarketSharp?
A: The integration will stop working, and no new projects can be created from MarketSharp. However, any existing CompanyCam projects will still exist in your CompanyCam account.
๐ฌ Need Help?
If you have questions or run into issues setting up or using the integration, contact MarketSharp Support at:
๐ 1-800-596-4368
๐ง support@marketsharp.com