How do I link a ClaimXperience project to an Xactimate instance?

Updated 3 months ago by Jennifer B.

ClaimXperience projects created via Xactimate are automatically linked.

Option 1

  1. Click Team Members in your Main menu.
  2. Click Team member actions [] on your contact card.
  3. Select Link to Xactimate.
  4. Select the Xactimate instance.
  5. Use Project Search to locate and select the Xactimate project.
  6. Click Link.

Option 2

  1. Click View all in the Team Members card on your dashboard.
  2. Click Team member actions [] on your contact card.
  3. Select Link to Xactimate.
  4. Select the Xactimate instance.
  5. Use Project Search to locate and select the Xactimate project.
  6. Click Link.


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