Understand field mapping to Xactimate

Projects

Projects from Albi are exported to Xactimate as a project.

Note: If the project in Albi doesn't have a Claim Number we create one (e.g. P-XXXXXX) in Xactimate since this a required field. Where the number is the unique project id.

Albi	Xactimate	Notes
Name	Project Name
Address	Project Address
Type of loss	Loss type
Claim number	Claim Number	If your project in Albi has one
Date of loss	Date of Loss	Appended to Xactimate project notes
Customer information	Customer name and email

Estimate line items

Estimate line items from Xactimate are exported to Albi as list items.

Note: to learn more about our Xactimate importing options read this article.

Recap by Category

Xactimate	Albi	Notes
Category Description	Pricelist item name
	Category	Main is the default
	Subcategory	In recap this will be blank
Category Description	Description
RCV (amount)	Unit cost
Each	Unit
	Quantity	Default is 1
	Sales tax	Default is $0.00
	Markup	Default is $0.00
Total	Total cost

Final draft

Xactimate	Albi	Notes
Item CAT + Item Sel	Pricelist item name
Room	Category
Act	Subcategory
Category Description	Description	If you have F9 notes it will be appended to the item description.
Remove + Replace	Unit cost
Unit	Unit
Quantity	Quantity
Sales Tax	Sales tax
Overhead and Profit	Markup
Total cost of item	Total cost

Final draft with components

Xactimate	Albi	Notes
Item CAT + Item Sel	Pricelist item name
Room	Category
Act	Subcategory
Category Description	Description	If you have F9 notes it will be appended to the item description.
Remove + Replace	Unit cost
Unit	Unit
Quantity	Quantity
Sales Tax	Sales tax
Overhead and Profit	Markup
Total cost of item	Total cost

Xactimate Integration

How to navigate Xactimate import options

Exporting Xactimate estimate to Albi

Sales Receipts

How do Albi and QuickBooks Desktop integrate?