Importing an Encircle Floor Plan into Xactimate

Once you've enabled Xactimate integration, you will be able to perform a Property Data Request from Xactimate to import an Encircle Floor Plan and then you'll convert it into a Sketch.

In this article:

• Making a Data Request in Xactimate Online
• Making a Data Request in Xactimate Desktop
• Importing the Sketch into Your Estimate

For the best, most accurate sketch, we recommend only importing floor plans created after September 20, 2023. Be sure to check out our FAQ for more information on pricing, properties with multiple floor plans, how to complete this process with a 3rd party estimator, and more.

Making a Data Request in Xactimate Online

1. Select the project where you want to import an Encircle floor plan.
2. Click on the Data Request icon to start the Property Data Request.
3. The data request page will open in a new tab of your internet browser. Click the Request Service dropdown and select Interior Walls.
4. On the confirmation screen, enter the following pieces of information:
   1. Enter in the Floor Plan ID from Encircle as the Claim Number.
   2. The Address should be the address on the claim.
   3. The Claim Representative email address must be an Encircle user that is shared on job in Encircle.
5. Click Submit.

Making a Data Request in Xactimate Desktop

1. Select the project where you want to import an Encircle floor plan.
2. Click on the Data Request icon to start the Property Data Request.
3. New Order will be selected by default. Click Next.
4. The data request page will open up in your internet browser. Click the Request Service dropdown and select Interior Walls.
5. On the confirmation screen, enter the following pieces of information:
   1. Enter in the Floor Plan ID from Encircle as the Claim Number.
   2. The Address should be the address on the claim.
   3. The Claim Representative email address must be an Encircle user that is shared on job in Encircle.
6. Click Submit.

Importing the Sketch into your Estimate

Once the Encircle Platform receives the request, we will process it right away (within 90 seconds to 2 minutes). Encircle will send the Sketch data to Xactimate and notify you in the Xactimate Notifications center (in the upper right hand corner). You may need to refresh the page to see the notification.

Next, follow these steps to import your sketch:

1. Open the project in Xactimate and navigate to the Sketch section of the estimate.
2. Click the Data Import icon (the yellow icon that appears in the upper left hand corner of the sketch).
3. This will open a list of all of the requested data that have been sent to this specific Xactimate File. Select the data you wish to import.
4. Click Import.
5. Xactimate will process this data and automatically generate a sketch, complete with measurements, doors, and windows. Ceiling height will always default to 8ft. Windows will default to 3ft off the ground and 4 ft height. They will also default to rectangular picture windows. You can make any necessary adjustments in Xactimate once the floor plan is imported into a sketch.

Updated January 30, 2024 20:28