When a project is initated outside of Xactimate, the assets will not automatically sync back as the connection has not been made yet. To sync the data, follow the steps shown below.
In Xactimate Desktop (X1) or Online (XOR)
Find the claim in your Local Projects and click the "Request Data" (house and tree) icon found on the right menu
*Please note, in order to sync data, the claim numbers must match. Be sure the Claim number in Xactimate matches the entry within the Plnar Portal. If no match is found, a new Plnar Project will be created.
The "Request Data" modal will appear.
Choose New Order
Click Next
If you have a roof measurement provider enabled on your account, your view may look like this:
Choose New Order
Select Property Data
Then click Next
In the new web page, click the drop down menu next to Plnar and select Interior Walls:
Confirm Information
When initiating a project, you'll select who the project recipient is by using the check box next to the contact.
To sync Plnar data, check the box next to Claim Representative and click Submit found at the bottom of the page.
Once requested, a connection is made with the Portal and assets will begin transferring over the next few minutes.
Please don't hestiate to use the chat icon found on this page if you have any questions.