Sync new profiles to Xactimate mobile
Updated
by
Heather Jones
Note: Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027.
Before you sync new profiles, it’s best to make sure your own profile is added and synced to your instance. To use this workflow, you must have an active Xactimate license and the Xactimate mobile app.
Follow the steps below or contact your technical support team to sync profiles.
iOS
- From within Xactimate mobile, select the menu icon in the upper-left corner of the screen.
- Select Settings.
- Select Sync Profiles, which is close to the top of the page.
- Select the profile you want to sync. A check mark appears next to the profile, and the profile syncs automatically.
Note: If only some of the desired profiles sync, select Proceed with synced profiles to open Xactimate with the profiles that are available. If no profiles sync, select Open Xactimate without sync to open Xactimate anyway.
Android
- From within Xactimate mobile, select the menu icon in the upper-left corner of the screen.
- Select Settings.
- Select Profiles, which is close to the bottom of the page.
- Select the checkmark button in the upper-right corner to begin syncing.
Note: If only some of the desired profiles sync, select Proceed with synced profiles to open Xactimate with the profiles that are available. If no profiles sync, select Open Xactimate without sync to open Xactimate anyway.