Third-Party* programs include;
- Quickbooks Pro
- Quickbooks Premier
- Quickbooks Pro UK
- AutoCAD
- Microsoft Project
- PSA Restoration Contractor
- Microsoft Streets & Trips
- Delorme Street Atlas
- & more!
See the program compatibility chart below:
*The above products have been tested and are supported with a network or typical install of Xactimate connecting to a typical install of the 3rd party product. 3rd party products setup in a network or Citrix environment are not supported.
*NOTE: If the third-party program you are using is not listed above, it is not approved for use with Xactimate.
To verify software program compatibility with Xactimate, please contact Xactware 7:00 AM to 5:00 PM, Mountain Time, Monday through Friday at 1-800-710-9228 or visit Xactware's eService Center for online support.
Important: Please verify software version and Xactimate installed version/build to determine compatibility before purchasing software.
*Source: Xactware
Xactimate® Third-Party Program Setup Instructions
To locate Third-Party Setup instructions with Xactimate®;
-
Open Xactimate
-
Click Help (top of Control Center)
-
Select Real Time Training
-
In the search topics field, type “Third Party”
-
Click on the help document, entitled, “Preferences – 3rd Party Setup"
(Note: if you are using a computer with multiple users, select “System Settings-3rd Party Setup")
- Click the link for the program you wish to integrate with Xactimate and follow the instructions
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