Xactimate®️: Direct Integration

Learn about magicplan's direct integration with Xactimate®️.

Integrating magicplan with Xactimate®️ can significantly streamline your workflow, making it easier to manage and share your project data. This integration allows you to seamlessly transfer your floor plans, measurements, and other project details from magicplan directly into Xactimate®️. 
This guide will walk you through exporting projects to Xactimate®️ in the app and cloud. 

Start in Xactimate®️

1. Create a project in your Xactimate®️ account. 
2. Click the project so that it's highlighted in the projects list, and select "Request data" on the right side menu.
   • If you haven't filled in the information, such as the Claim number and property address, you will first need to do this.
   • To add the information, go to the sidebar menu on the right and select the "Open" icon at the top.
3. After you have selected "Request data", you will be directed to another page to complete the following  process:
   • Click the dropdown arrow next to "Request service".
   • Select "Interior Walls".
   • In the next step, ensure that the information displayed is correct.
   • Click on "Submit," and you will receive confirmation that your request has been submitted successfully.

Export from magicplan

In the app:

1. Open the magicplan app on your mobile or tablet device.
2. Create a new project or open the one you want to export to Xactimate®️.
3. Once your floor plan is ready to export, go to the project page and tap "Files & Sharing".
4. Select the "Sharing" tab, then "Verisk".
   1. To include photos: tap "Configure" next to the export option. You will see a toggle for photos that can be enabled and a toggle to compress your photos. For every photo included, 5 seconds will be added to the export wait time.
5. Select the claim number connected to the project in Xactimate®️ (be sure they match!).
   1. Note: If it's your first export, you will not be asked to select a claim.
6. You will receive an email confirmation once the export is complete (wait time with no photos is 5-10 seconds).

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" or "Update" next to Verisk. A popup will appear with the Xactimate®️ projects you've requested data for, in order from the most recent request.  
5. Click on the project claim number 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  (wait time with no photos is 5-10 seconds).

Go back to Xactimate®️ 

1. When you return to your Xactimate®️ , you should receive a notification stating, "New data has been received from a third party." You can then continue with your claim. 

2. 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). 

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

 You can now begin your property claims estimation!