Google Sheets to CompanyCam integration
Your spreadsheet of jobs, as CompanyCam projects
CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings customers and projects into CompanyCam at the address where the work happens, so the crew has a project to take photos in before they arrive.
- Google sign in, or an Excel or CSV upload
- CompanyCam stays the system of record
One way, into CompanyCam
At a glance
Customers and projects from your sheet arrive in CompanyCam and stay current.
What syncs
- CustomersOne way
- ProjectsOne way
How it runs
One way, into CompanyCam
Google Sheets sends and CompanyCam receives, for every record type. A change made in CompanyCam stays there and is never sent back into Google Sheets.
Options for Google Sheets and CompanyCam
- Only records from a date you pick
- Only records above an amount you pick
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into CompanyCam
Which Google Sheets field matches which CompanyCam field, and what each change does.
One way, from Google Sheets into CompanyCam
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyWhen createdCustomer name
- EmailWhen createdEmail
- PhoneWhen createdPhone
- Street, second line, city, state, postcode, countryOn every changeAddress lines 1 and 2, city, state, postal code, country
- TagsOnly in Google SheetsNot in CompanyCam
It happens in Google Sheets, then in CompanyCam
A new row
- Looked for in CompanyCam on the exact email, then on the phone for a customer without another email, and updated when found.
- Otherwise a new customer is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the CompanyCam customer on the next sync, where CompanyCam takes it.
A row is deleted
The customer stays in CompanyCam: a sync never deletes.
FAQ
Questions about Google Sheets 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.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and CompanyCam
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Google Sheets and CompanyCam?Start your 7 day free trial
Sign in to Google Sheets and CompanyCam, confirm what flows into CompanyCam, and watch the first sync run.