Company Cam by UPro for ZOHO CRM - User Guide
CompanyCam for Zoho is the first extension for contractors to easily track job progress with one click of a button.

What you need before installing ‘Company Cam Connect by UPro extension for Sales and Marketing?
- Company Cam Account:
https://app.companycam.com
.
- API Key:
https://app.companycam.com/access_tokens
To Install the extension:
- Navigate to Setup > Marketplace > All in Zoho CRM
- Select ‘All Extensions’. Search for ‘Company Cam Connect by UPro’
- Click ‘Install’
- Agree to the Terms of Services and click ‘Continue’.

5.Select one of the following options in ‘Choose Users/ Profile’.
- Install for admin only
- Install for all users
- Choose Profiles
6.Click Confirm

7.Under ‘Extension Details’, Click ‘Settings.’
8.Enter the ‘Access Tokens’

9.Click ‘Save’

10.Check for a confirmation email from Zoho MarketPlace with the Extension name and Date of Installation.

How to Use ‘Company Cam’ extension for ZOHO CRM’
‘Company Cam’ projects for Deals
Create a Deal record.

- If no projects are available for the associated primary address, Company Cam Extension for ZOHO CRM creates a new project in Company Cam with name set to Deal Name from the CRM record and primary address associated with the Deal.

- In the Related List, check entry under Company Cam for the new project ID

- Project ID for record is for project created in Company Cam.

- All records in Company Cam module have at least one record in CC Projects module associated with it.

Note: View project related data for any address within the ‘CC Project’ module.
How to Use ‘Company Cam’ extension for ZOHO CRM’
‘Company Cam’ projects for Quotes
Create a Quote record.

- If no projects are available for the associated primary address, Company Cam Extension for ZOHO CRM creates a new project in Company Cam with name set to Quote Name from the CRM record and primary address associated with the Deal.

- In the Related List, check entry under Company Cam for the new project ID

- Project ID for record is for project created in Company Cam.

- All records in Company Cam module have at least one record in CC Projects module associatedwith it.

Note: View project related data for any address within the ‘CC Project’ module.
Retrieve Photos and Documents from ‘Company Cam’
- Retrieve project files in Company Cam for a Deal into ZOHO CRM – Company Cam module.

- Retrieve project files in Company Cam for a Quote into ZOHO CRM – Company Cam module.

- In Company Cam module, select record and choose ‘Download’ button.

- In the pop up, select the ‘+’ option to download specific file, or Download All to download a zipfile with all project files.

Integration will display the attached message if there are no images or documents within the project folder in Company Cam

Sync to a different Company Cam Project in CRM
At the time of creating a Deal or a Quote, if there exist multiple projects for the same address in
Company Cam, Company Cam extension for ZOHO CRM syncs deal/ Quote with the latest
project (Date and time) only. To update the project sync and retrieve files from a different project,
navigate to Company Cam record, edit and select the Project as shown here, save the record to
reinitiate the sync with Company Cam).
