Enable integrated services in Xactimate Admin
Updated
by
Jill Bowers
We offer third-party integrations 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 the vendor in Xactimate Admin.
To enable third-party services in Xactimate Admin, follow these steps:
- Sign 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) for which you want data. 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.
Note: The Notes field is required. Be sure to include information on why you are enabling the service.
- Select Confirm.
