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Xactimate Integration

Integrating Xactimate with Albiware streamlines workflows reduces manual entry, and keeps project info up-to-date for smoother management.

Updated over a month ago

Setup

Data flow mapping

What you need to get started & how it works

To get started with our Xactimate Integration, contact your Account Manager.

Navigating Xactimate

Understand how Albi interacts with Xactimate and read about the different imports Albi utilizes for this integration.

How data is handled and shared

Discover what data gets transferred and how it's shared between Albi and Xactimate.

How it works

Sync your Xactimate project with Albi just once. After that, mark your Xactimate estimates as completed, and we will automatically import them into your Albi project. Each item in your Xactimate estimate will seamlessly sync to the estimate in Albi.

Onboarding

Follow these steps to set up and configure your Xactimate Integration with Albi.


Key Workflows

Exporting

Exporting estimates from Xactimate to Albi ensures that all items recorded in an estimate in Xactimate are accurately reflected in Albi.

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