File-Based Integration

CompanySync + Xactimate

Use Xactimate-formatted estimate templates and import your Xactimate price list directly into CompanySync. Generate adjuster-ready estimate PDFs without leaving your CRM.

What this integration does for you

  • Use Xactimate-formatted estimate templates built into CompanySync
  • Import your Xactimate price list (Excel) directly into your items catalog
  • Generate adjuster-ready PDF estimates using standard Xactimate line-item layouts
  • Reduce estimating time from hours to minutes with AI-assisted scopes
  • Works alongside your existing Xactimate workflow — no duplicate entry required
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