Enable integrated services in Xactimate Admin
Updated
We offer third-party integrations (TPIs) to make it easy for users to send and receive data from other companies. Users can choose from a variety of vendors and enable them for integration with their instance.
Note: Users should contact the third party and create an account with them before enabling them in Xactimate Admin.
To enable third-party services in Xactimate Admin, follow these steps:
- Log in to Xactimate Admin.
- Ensure you are in the Instances tab.
- Select your instance from the table.
- Select the Integrated services tab.
- Select the row of the service provider you want to enable. This opens a side drawer.
- Turn on the toggle.
- Select the checkbox next to the item(s) on which you want extra information. Possible items include:
- Interior walls
- Roof & Walls
- Roof
- Assess roof
Note: Not all vendors include every option.
- Select Next to open the next page of the side drawer.
- Enter any extra information you want to send to the third party in the Notes box.
- Select Confirm.
The Use new TPI workflow feature must also be active on your profile to enable integrated services. To learn more about activating profile features, visit our What are profile features? article.