Xactimate®️ Integration

Export your floor plans to Xactimate®️, so that you have the information you need for your property claims estimates and reports.

Xactimate®️ is a preferred solution for insurance and restoration professionals to produce property claims estimations. With our Xactimate®️ integration, you can now combine the quality of magicplan floor plan sketches with Xacitmate's®️ estimation tool by simply exporting your created floor plan to Xactimate®️ with just a few taps. 

How does the Xactimate®️ integration work?

Our Xactimate®️ integration is a premium integration, included with the Estimate subscription plan or for an additional cost. Please contact our Sales Team to activate the integration. 

ℹ️ Note: The Xactimate®️ integration can be applied to a Workspace in magicplan, and will be available to members in a Workspace or Team who have been given access. It cannot be applied to specific Teams only.

Once the integration has been activated, there will be an Xactimate®️ export option under "Files & Sharing" in a project in the magicplan app and cloud. This export will send a project's floor plan to Xactimate®️, allowing you to see the floor plan sketch and dimensions when working on a property claim. Check out the video below demonstrating how the integration works; then find the steps to follow in detail.

Start in Xactimate®️

ℹ️ Note: Xactimate®️ can only be used from a web browser on a Windows desktop.

  1. Create a project in your Xactimate®️ account from a web browser on a Windows desktop. 
  2. Click the project so it is highlighted in the projects list; click the "Request data" icon on the right side menu. A pop-up window will appear.

  3. Select magicplan from the "Provider" drop-down. 

  4. Fill in the location and contact information and click "Save." 

  5. Add claim number and optional notes. 
  6. Click "OK"; you will see a notification at the bottom of the screen stating, "Your request was processed successfully."

Export from magicplan

In the app

  1. Open the project you want to export to Xactimate®️.

  2. Tap "Files & Sharing". A pop-up window will appear.
  3. Tap the Xactimate®️ export option at the top of the pop-up window. Another pop-up window will appear.
  4. Tap the project you want to send data to. The floor plan will then export to that specific project in Xactimate®️. 

In the cloud

  1. Click the project you want to export to Xactimate®️.
  2. Go to the upper left-hand corner drop-down menu where it says "Sketch."
  3. Click on "Files & Integrations". 
  4. Click "Export" under Verisk. Here, you will see all the projects you requested data for from Xactimate®️, in order from the most recent request.  
  5. Click on the project you want to send data to in Xactimate®️.
  6. If you want to export a new project you requested data for from Xactimate®️, click the "Update" button and select a different project. 

ℹ️ Note: Check out our How to Export Your Projects in the App and Cloud article and scroll down to the "How to Generate Export Files in the magicplan Cloud" section for a visual of these steps.

Go back to Xactimate®️ 

  1. Click the project you requested data for; click the "Open" icon on the right side menu. The project will open in a separate application (it may take a minute to load). 

  2. If this is your first time opening the project, you will be prompted to select a price list and tax bracket. 
  3. Click "Estimate" and then "Sketch" on the left side menu. 
  4. Click on the icon that appears in the upper left corner of the white box.
  5. Select magicplan import from the "Import Selection" pop-up window. You will then see your floor plan sketch. 

ℹ️ Note: The floor plan sketch in Xactimate®️ includes walls, doors, windows, and dimensions. 


You can now begin your property claims estimation!