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. 

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, dimensions and photos 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®️

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 "Verisk" export option. Another pop-up window will appear.
   1. Include Photos: To include photos tap "Configure" next to the export option. You will see a toggle that needs to be enabled. For every photo included, expect 5 seconds to be added to the export wait time. 
4. Tap the project you want to send data to. The floor plan will then export to that specific project in Xactimate®️. 
5. You will receive an email confirmation once the export is complete. 

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. 
7. You will receive an email confirmation once the export is complete. 

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. 

You can now begin your property claims estimation!