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.

Configure DASH Settings

The walk-thru below will demonstrate how to add your Xactnet address into DASH as well as enable proper security access to Import estimates once your integration is complete.

Enable Vendor Exchange

Now that the steps above have been completed, it is time to set up Vendor Exchange. This will allow you to send an estimate from Xactimate and import it into DASH. You will need to set this up in Xactimate.

Xactimate Support

If this is your first time enabling the Vendor Exchange tool in your Xactimate system, you may need to get Xactware Support to enable the tool in your system. You will need to reach out to their support team.

When you speak to Xactware, you can use this script to request that Vendor Exchange is enabled for Importing

Estimates:

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This case will need to be escalated for approval.

This is (name) with (company). We need Vendor Exchange to be enabled on Xactware's end. We have successfully completed the setup within "Preferences" but are receiving the message "Vendor Exchange functionality for DASH is no longer available."

Product Key Code: ####

XactNet Address: ####

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Be sure to fill in your information in the above. Xactimate's product key is found in Xactimate under "Help" -> "About Xactimate."

Send a Test Estimate

Once everything is enabled, it's important to confirm that the integration was successful by sending a test estimate to DASH. Follow the steps outlined in this article to Import an estimate into DASH.

Questions? Contact Us!