Who uses this feature
Administrators, estimators, and project managers
The first step in integrating your Xactimate account with your Albi account is to authenticate your Xactimate account in Albi and then verify the configuration in your Albi account.
Where can you find your Xactnet address and user ID?
Steps:
Go to Xactimate navigational bar and click the Profile
In the dropdown you will see the xactnet address
The Xactimate authentication information will be in format
userid@xactnetWhere the user id is the characters before @ symbol
And the xactnet address are the characters after @ symbol
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Authenticate the Xactimate Integration in Albi
Steps:
Go to the navigation bar and click the Settings
.In the side panel, click Settings > Integrations.
Integration page opens.
Look for Xactimate and click Connect.
New Xactimate Connection opens.
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4. Enter your Xactimate address and user id
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5. When you're finished, click Save
6. Once the integration is connected, you can select how you want your business to sync projects with Xactimate from the integration settings.
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Project Condition | Use Case |
Every time a project is created | Use this setting if you:
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Certain statuses | Use this setting if you:
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Certain dates | Use this setting if you:
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7. When you're finished, Click Save.