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Installing Vendor Exchange

Question

  • How to enable Vendor Exchange in Xactimate?
  • How to configure and import estimates from Xactimate?
  • How to set up DASH and Xactimate integration?
  • How to connect DASH and Xactimate to bring over estimates?




Answer

Vendor Exchange, a handy add-on tool in Xactimate, allows you to transfer your estimate data directly into your DASH job. The main goal of Vendor Exchange is to simplify the process of moving estimates between systems. To get started with Vendor Exchange, just follow these user-friendly steps in both Xactimate and your DASH interface.



Want to follow along with a video? Check out this video for a visual walkthrough.




Find Your Xactnet Address

Xactimate Online

  1. Log in to Xactimate Online
  2. Click on the icon in the top right corner
  3. Copy your XactNet Address from the menu
  4. Note: Make sure to use Ctrl+C or right click and copy. The XactNet Address is case sensitive and must be entered into DASH exactly as it appears here.



X1

  1. Log in to X1
  2. Click the Help button on the left-hand navigation menu
  3. Choose the About Xactimate option
  4. Locate your XactNet address at the bottom
  5. Note: Make sure to use Ctrl+C or right click and copy. The XactNet Address is case sensitive and must be entered into DASH exactly as it appears here.





Enabling Vendor Exchange







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