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Enable and use the CompanyCam connector

This article explains how to connect XBuild to CompanyCam. By linking these platforms, any photos and files captured or stored in CompanyCam can be pulled directly into the matching XBuild project, providing seamless visual and document context for your proposals and site inspections. You must be logged into XBuild as an Administrator to add the CompanyCam Connector. Connectors require an XBuild Pro Subscription Plan or greater.

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Why connect CompanyCam to XBuild?

Visual evidence is the backbone of a successful construction project. This connector eliminates the need to manually download files from CompanyCam and re-upload them into XBuild.
  • Real-Time Documentation: Photos and files added by your inspection and field crew in CompanyCam can be attached to the corresponding XBuild project in a single sync.
  • Enhanced Proposals: Pull job site “before” photos directly into your XBuild digital proposals to show homeowners exactly what needs repair, and bring in supporting documents (reports, scopes, inspection PDFs) alongside them.
  • Version Control: Maintain a single source of truth for project progress without digging through text threads, personal photo galleries, or scattered file shares.

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1. Authorize the Connection

The CompanyCam connector uses a secure OAuth “handshake,” so you don’t need to manage API keys.
  1. Log in to your XBuild dashboard.
  2. Navigate to Settings and then the Connectors section.
  3. Locate CompanyCam and click Connect.
  4. You will be redirected to the CompanyCam login page. Enter your CompanyCam credentials.
  5. Review the permissions and click Authorize to allow XBuild to access your photos, files, and project data.
  6. Once redirected back to XBuild, the status should show as Connected.

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2. Attach Files and Photos from a CompanyCam Project

Once the connector is connected, you can pull files and photos from any CompanyCam project directly into the chat when you’re building an estimate or proposal. XBuild searches CompanyCam for the matching project and lets you pick exactly what to attach. There are two ways to open the CompanyCam picker:
  • AI Chat: Ask the AI Chat to link to a CompanyCam project. The CompanyCam widget opens and you can search by project name or address.
  • + menu (Connectors Plus): From the chat prompt, click the + button and select Add from CompanyCam to open the same widget.

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Choose a CompanyCam Project

  1. In the CompanyCam picker, use the Search bar to find a project by name or address.
  2. Click the project you want to pull content from.
The header at the top of the picker shows the connected CompanyCam account and the last sync time. If you don’t see a project you expect, click the refresh icon to re-sync with CompanyCam.

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Select Files and Photos

After you pick a project, the picker switches to the attachment view. Two tabs separate the available content:
  • Files — PDFs, scopes, inspection documents, and any other files attached to the project in CompanyCam. Each file shows the file type, size, and date.
  • Photos — site photos captured in CompanyCam, displayed as a thumbnail grid with the date each photo was taken.
To choose what to attach:
  1. Click the Files tab to review available documents, or Photos to review available images. The badge next to each tab shows how many items are available.
  2. Click any individual file or photo to select it. Selected items are checkmarked.
  3. Use Select all in the top right of the list to grab everything in that tab at once, or Deselect all to clear your selection.
  4. Switch between Files and Photos to select from both — your selections on each tab are preserved when you switch.
  5. The footer shows a running count (for example, “34 of 34 items selected”).
  6. When you’re done, click Sync & attach [N] items in the bottom right.
The selected files and photos are pulled from CompanyCam and attached to your chat as a single sync. You’ll see a chip with the CompanyCam project name plus a chip showing the attached items, so you know the project context the content came from. From there, type your prompt and submit — XBuild’s AI uses the attached photos and documents as context when generating your estimate or proposal. Tip: You can pull from CompanyCam more than once in the same chat if new photos or files were added after your last sync. Click the refresh icon in the picker to pull the latest list before selecting.

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3. Multiple XBuild Locations

  • If you have multiple XBuild locations, you need to go back to the Business Profile tab and select each office.
  • Repeat the authorization steps for each additional office location.

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4. Troubleshooting Common Issues

  • My CompanyCam Documents or Reports aren’t showing up in the Files tab. This is a known CompanyCam-side limitation. CompanyCam’s API currently exposes Projects, Photos, and Files but does not yet expose Documents or Reports — so even though XBuild’s File sync is fully working, those two specific CompanyCam content types can’t be pulled through the connector today. For now, download Documents or Reports from CompanyCam directly and attach them to your chat with the + button → Add files or photos. We’re tracking CompanyCam’s API roadmap and will turn on Documents and Reports sync as soon as their API supports it.
  • I can’t find a project in the picker. The picker pulls from the last sync. Click the refresh icon at the top of the picker to pull the latest projects from CompanyCam. Confirm the project name or address you’re searching for matches what’s in CompanyCam exactly — small typos can hide it from search results.
  • A file or photo is in CompanyCam but not in the picker. Confirm the file or photo is attached to the project in CompanyCam (not only on a comment thread or unrelated gallery). Refresh the picker to make sure you’re looking at the latest data.
  • The photo grid is empty even though the project has photos in CompanyCam. Check that your CompanyCam account’s permissions include access to photos for that project. If you recently changed permissions, disconnect and reconnect the connector in Settings → Connectors so XBuild picks up the new scopes.
For further technical assistance, you can https://help.companycam.com. For XBuild-side issues, contact XBuild Support at support@x.build.