Skip to main content

​
Enable and use the JobNimbus connector

This article explains how to connect XBuild to JobNimbus using our pre-built connector, and how to use the connector to pull a job’s files and photos into an XBuild proposal. The integration lets XBuild search for and link to existing JobNimbus jobs, sync project status updates and proposal documents for every XBuild sales milestone, and attach contracts, scopes, takeoffs, and site photos directly from a JobNimbus job into the prompt that builds your estimate. Connectors require an XBuild Pro Subscription Plan or greater. You must be logged into JobNimbus as an Administrator to generate an API key.

​
1. Generate Your API Key

Because XBuild is a new integration, you will need to manually add it to your JobNimbus account to generate a valid key.
  1. Log in to your JobNimbus account as an Administrator.
  2. Click on your profile icon or initials in the top right corner and select Settings.
  3. From the settings menu on the left, select the API option (under Integrations).
  4. Click the blue New API Key button in the top right corner.
  5. Identify the Application: Under the Description column, click the drop-down menu. Since XBuild is not yet on the application list, manually type “XBuild” or name you want into the field. You need to type in the pulldown menu. This will add it to your account.
  6. Assign Access: Select an Access Profile from the dropdown. This determines what data XBuild can see; ensure the profile has permissions for “Jobs” and “Documents.”
  7. Click Save.
  8. Copy the Token: A string of characters will now appear under the Key column. Copy this token immediately.

​
2. Use the Key for Authentication

Once you have copied your key:
  1. Navigate to the Connectors section in XBuild.
  2. Select the JobNimbus Connector.
  3. Paste the token into the API Key field and click Connect.
When the connector is active, you’ll see a green Connected indicator in the JobNimbus connector panel, along with the email of the JobNimbus account it’s connected to and the time of the most recent sync.

​
3. Sync Files and Photos from a JobNimbus Job

Once the connector is connected, you can pull files and photos from any JobNimbus job directly into the chat when you’re building an estimate or proposal. This saves you from downloading documents out of JobNimbus and re-uploading them into XBuild.

​
Open the JobNimbus Picker

  1. From the XBuild home screen, click the + button in the chat prompt.
  2. In the menu that appears, select Sync from JobNimbus. If the connector isn’t connected yet, you’ll be sent to the connector setup first (see Section 2).

​
Choose a Contact or Job

The picker opens with the Choose a contact or job view, showing your most recent JobNimbus contacts and jobs. Each row shows the contact or job name, the property address, and the current stage (Lead, Estimate stage, Approved, In production, Quote sent, and so on).
  1. Use the Search contacts and jobs bar to find a specific contact, job name, or address.
  2. Click the contact or job you want to pull files and photos from.
The header at the top of the picker shows the connected JobNimbus account and the last sync time. If you don’t see a job you expect, click the refresh icon to re-sync with JobNimbus.

​
Select Files and Photos

After you pick a job, the picker switches to the attachment view for that job. Two tabs separate the available content:
  • Files — contracts, scopes of work, takeoffs, insurance estimates, and any other documents attached to the job in JobNimbus. Each file shows the file type, size, and date.
  • Photos — site photos and assessment images attached to the job in JobNimbus, displayed as a thumbnail grid with the date each photo was added.
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.
To go back to the contact/job list without attaching anything, click the back arrow next to the job name at the top of the picker.

​
What Happens After You Attach

The selected files and photos are pulled from JobNimbus and attached to your chat as a single sync. You’ll see:
  • A chip with the job name (for example, Roof Replacement Proposal with Claim) so you know the project context the files came from.
  • A second chip showing photo thumbnails with a count (for example, +30 / 34 items) for the rest of the attachments.
From there, type your prompt — for example, “I need an interior painting proposal. Here’s the room measurements.” — and submit. XBuild’s AI uses the attached contract, scope, takeoff, and photos as context when generating the estimate or proposal. Tip: You can sync from JobNimbus more than once in the same chat if you need files from a different job, or if new photos were uploaded in JobNimbus after your last sync. Click the refresh icon in the picker to pull the latest list before selecting.

​
4. Troubleshooting Common Issues

Key Not Appearing. If the key column remains empty, ensure you clicked “Save” after manually typing “XBuild” and selecting an Access Profile. Access Denied. If XBuild cannot pull job data, verify that the Access Profile assigned to the API key has “Full Access” or “Admin” permissions enabled within JobNimbus. Manual Entry. Ensure “XBuild” is spelled correctly when manually typing it into the Description field, as this is how JobNimbus identifies the integration source. Sync from JobNimbus is greyed out or says “No project selected.” The connector isn’t connected yet, or the API key has expired. Go to Connectors → JobNimbus and confirm the connection shows a green Connected indicator. If not, regenerate the API key in JobNimbus and paste it back into XBuild. I don’t see a job I just created in JobNimbus. The picker pulls from the last sync. Click the refresh icon in the top right of the picker (next to the job name) to pull the latest contacts and jobs from JobNimbus. A file or photo is in JobNimbus but not in the picker. Confirm the file or photo is attached to the job in JobNimbus (not only to a related contact or task). The picker pulls files and photos directly attached to the selected job. Refresh the picker to make sure you’re looking at the latest data. The photo grid is empty even though the job has photos in JobNimbus. Check that the Access Profile tied to the API key includes permission for photos and attachments, not just Jobs and Documents. Re-issue the key in JobNimbus if you change the profile. I attached the wrong job. Remove the JobNimbus chip from the chat prompt (click the × on the chip) and open the picker again with the + button. For further technical assistance, you can contact JobNimbus Support at (855) 964-6287 or email support@jobnimbus.com. For XBuild-side issues, contact XBuild Support at support@x.build.