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How does the CompanyCam integration work?

Learn how to connect CompanyCam and add photos and documents directly into your Beam projects for estimating, invoicing, billing, etc. workflows.

Overview

Beam now supports selecting files directly from CompanyCam for projects that are synced through the integration. This allows you to easily attach photos and documents from CompanyCam when working in estimating, invoicing, and billing flows.

1. Connecting Your CompanyCam Account

To use CompanyCam files in Beam, you must first enable the CompanyCam integration.

  • Click the Settings ⚙️ button next to your company name in the top navigation bar.
  • Select Integrations from the side bar on the left.
  • Click Connect next to the CompanyCam tile. This will take you to the CompanyCam sign-in screen to enter your credentials. 
  • Once connected, you'll see a Linked tag next to the the name. 

Screenshot 2026-04-06 at 12.04.23 PM

2. How the Integration Works

Once connected, Beam can pull in projects from CompanyCam. There are a few important rules to understand:

  • Only projects imported from CompanyCam into Beam can access CompanyCam files. Projects must be created in CompanyCam first to link to Beam.
  • If a project is created directly in Beam first, it will not have access to CompanyCam files (retroactively matching addresses between Beam and CompanyCam projects does not automatically link them).
  • Once a new project is created in CompanyCam, refresh your Beam page. It will automatically become a new project categorized as a Lead in your Projects view (it will use the same name & address as what you've input in CompanyCam).  

3. Adding CompanyCam Files to Your Workflows

You can now select CompanyCam files anywhere where a file upload box is present on CompanyCam linked projects. For most, this will be useful in the following areas:

  • Estimating
  • Invoicing
  • Bills & Expenses
  • Updates

How to add files:

  1. Open a supported workflow (estimate, invoice, bill/expense, update, etc.).
  2. Select the option to Add attachments.
  3. Choose CompanyCam as your file source.
  4. Browse and select photos or documents from your CompanyCam project.

What If I Don’t Use CompanyCam?

If you don’t have the CompanyCam integration enabled, nothing changes. You can continue uploading files as you normally would.