Jobs, booking and field service

Connect CompanyCam to TruLata

Paste a key. The steps below are read from the CompanyCam card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. In CompanyCam: Integrations, Access Tokens, New Personal Access Token, Read only (an Admin or Manager can make one).
  2. On the Integrations tab of your dashboard, open the CompanyCam card, fill in the Access token and press Connect. TruLata checks it works before saving it, keeps it encrypted and only reads with it.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from CompanyCam appears once the connection works.

What CompanyCam brings into TruLata, and which tab it fills: CompanyCam and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request