Issue

• Claims Workspace (fka Claims Connect) / Symbility estimate is not importing into DASH
• Claims Workspace (fka Claims Connect) / Symbility estimate is not syncing into DASH 
• Claims Estimate (fka Mobile Claims) estimate is not showing up to import into DASH

Solution(s)

There are a few reasons why your estimate from Claims Workspace (fka Claims Connect) is not showing on the Import Estimate screen for importing.

TABLE OF CONTENTS

• Is the correct assignment linked?
• Check your integration configuration
• Re-sync the assignment
• Is this an older or declined assignment?

Is the correct assignment linked in DASH?

1. First, navigate to the job in DASH and make sure that you have the correct Claims Workspace (fka Claims Connect) assignment linked in DASH. An assignment must be linked to the job to pull in the estimate.
2. Expand the section for "Linked assignment information"
   
3. Under "Linked Assignment Information" double check that the assignment linked is the same as the one you have your estimate on in Claims Workspace (fka Claims Connect).
4. If there is no assignment linked click "Link job to assignment" > select the drop down and choose Symbility > click the button "not linked to any claim"
   

Check your integration configuration

First you will need to grab some information in Claims Workspace (fka Claims Connect) (the web app at symbility.net - not the desktop Estimate (fka Mobile Claims) app):

1. Hover over your name in the top right corner of Claims Workspace (fka Claims Connect) and click Company Information
2. On this page copy the CC/Symbility ID (it should look like a numerical phone number). Keep this number handy for future steps.
3. Hover over your name in the top right again and this time click API Account.
4. Click on the “Configuration (SOAP)” tab (might also be labeled “General”) and make sure that you have the Symbility ID you grabbed in the previous step listed in the "Account Number” field
5. Go back to your DASH environment and hover over Administration > Office
6. Click on "Edit Office" make sure the "Dispatch Symbility Company ID" is the same ID that you got from Claims Workspace (fka Claims Connect)
7. Close out of that modal/popup and go to "Edit Symbility Company ID" make sure it matches the ID you put into the "Dispatch Symbility Company ID" field
8. Hover over Administration again and click on "API Configuration"
9. Make sure that the "Notification API Key" and the "API Account Number" are the same as the Symbility ID that was in your Claims Workspace (fka Claims Connect) profile.

Re-sync the assignment

1. Locate the assignment within the Claims Estimate desktop app.
2. Click the three-dot menu (pictured below) next to the desired claim in the list
   
3. Select one of the following (will depend on whether the claim is available offline already):
   • Make Available Offline 
     • Once the claim is available offline, return to the same three-dot menu and select Upload Claim.
   • Upload Claim
4. After uploading, return to the same three-dot menu and click Release Ownership.

Is this an older or declined assignment? 

If the claim was created before your integration was set up or was declined, it unfortunately won't sync automatically. However, you can still bring the estimate data into DASH by following the steps below.

 NOTE: these steps will only help get your estimate data over

1. Open Claims Estimate (the desktop app).
2. Click "Create Claim" to create a new Claim.
3. Add in the requested info for the claim and save
4. Right click on “Estimate” on the left hand side of the claim screen.
5. Select the “Import Estimates..” option which should allow you to copy over the estimate from the older claim you have downloaded to Mobile Claims.
6. Upload this Claim to Claims Workspace (fka Claims Connect)
7. Click the three-dot menu (pictured below) next to the desired claim in the list
   
8. Select one of the following (will depend on whether the claim is available offline already):
   • Make Available Offline 
     • Once the claim is available offline, return to the same three-dot menu and select Upload Claim.
   • Upload Claim
9. After uploading, return to the same three-dot menu and click Release Ownership.

Questions? Contact Us!