Enable integrated services in Xactimate Admin

Updated by Jill Bowers

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 activate them for integration with their instance.  

Note: Users should contact the third party and create an account with them before activating them in Xactimate Admin. 

The Use new TPI workflow feature must be active on your profile to activate integrated services. To learn more about activating profile features, visit our What are profile features? article. 

To add third-party services in Xactimate Admin, follow these steps: 

  1. In Xactimate Admin, select the Instances tab. 

Note: If you have more than one instance, select your instance from the table. If you have only one instance, the Users tab opens automatically. 

  1. Select the Integrated services tab. 

  1. Select the row of the desired service provider. This opens a side drawer. 
  2. Select the checkbox next to the item(s) for which you want extra information. Possible items include: 
  • Interior walls 
  • Roof & walls 
  • Roof 
  • Assess roof 

Note: Not all vendors include every option. 

 

  1. Select Next to open the next page of the side drawer.  
  2. Enter information you want to send to the third party in the Note box. 
  3. Select Confirm.

 

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