Question
- How can I import an estimate from Xactimate (Verisk) into DASH?
- How can I get my estimate into DASH through Vendor Exchange?
Integration Required
In order to Import an estimate into DASH, you must first make sure that the integration with Xactimate is configured.
- Xactimate - This article will walk you through setting up the Xactimate integration, Vendor Exchange.
Once your integration is setup, you can start importing estimates!
Answer
Securities
The ability to Import Estimates requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Accounting > Estimates > check the box for Import Estimate
Estimates can be imported directly from your Verisk system via an Xactimate add-on called Vendor Exchange. Follow the steps outlined below to import your estimate into DASH.
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