Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Simpro or CompanyCam leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Every Simpro job, a CompanyCam project
Simpro runs the jobs, CompanyCam holds the photos. Customers stay the same both ways, and every Simpro job becomes a CompanyCam project at the job's site, so the crew documents the right job without typing it in twice.
- Official sign in for both
- Either system can lead
- 7 day free trial
Customers both ways, jobs into projects
- Customers
- Jobs into projects
At a glance. Customers stay the same, and every Simpro job becomes a project. Below: which field matches which.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Simpro or CompanyCam as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Only Simpro customers with a tag you pickEveryone, customers only or leads only, when Simpro sendsEvery job, every job unless cancelled, or only completed jobsOnly jobs from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Given and family name, or the person at a company customerBoth waysFirst and last name
- Company nameBoth waysCustomer name
- EmailWhen createdEmail
- PhoneWhen createdPhone
- Address on the customer cardBoth waysAddress
- SiteOnly in SimproNot in CompanyCam
- Customer tagsOnly in SimproNot in CompanyCam
It happens in Simpro, then in CompanyCam
A new customer
Looked for in CompanyCam on the exact email, then the phone, before a customer is created.
The name changes
The same change is made to the CompanyCam customer on the next sync.
The address changes
The same change is made in CompanyCam.
A customer is archived
Not read: archived Simpro customers stay out of the sync.
- Before anything is created the other system is searched first, so nobody is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Simpro and CompanyCam are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Simpro or CompanyCam leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The company name of the same customer is changed in both systems
Leading system
Brightline PlumbingBrightline Plumbing LtdTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Simpro or CompanyCam on its own is on its own page.
- Jobs start in Simpro
- A CompanyCam project does not travel into Simpro: jobs are built from cost centres in Simpro.
- A job's cost centres, materials and labour stay in Simpro; the project carries the name, customer and address.
FAQ
Questions about Simpro and CompanyCam?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
The address of the job's site in Simpro, or the customer's own address only when the site has none. A project needs a full address, so a job without one waits until it is filled in.
A completed or invoiced Simpro job archives its CompanyCam project. Reopening the job later never unarchives it.
No. Jobs travel one way, from Simpro into CompanyCam. Customers are the only records that travel both ways.
No. Before anything is created in Simpro or CompanyCam, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between Simpro and CompanyCam?”
ChatGPT
Claude
Get started
Ready to connect Simpro and CompanyCam?Start your 7 day free trial
Sign in to Simpro and CompanyCam, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.