You can automate the process of importing Hover measurements into AccuLynx by enabling the Hover connection from the CRM's App-Connections page. But if you have not yet integrated your accounts, you can still avoid having to manually enter data. Follow the steps in this article to successfully import Hover's measurements into AccuLynx.
Download the XML file
Open the property details page within your Hover account
Click Export
Select XML and click Download
This will download the file to your desktop.
Upload the XML file to AccuLynx
Within AccuLynx, open the lead
Within the Measurements section, click Upload XML
Click Choose file to upload
Select the XML file that you downloaded locally.
Build your estimate
Under Estimates, click New Estimate
Select the trade type and which template you want to use
Select the measurements that you previously imported.
Click NEXT to continue building your estimate, as normal.
Need help? Reach out to the AccuLynx team.
If you encounter issues uploading the XML file into the CRM, or need help with your estimate in AccuLynx, we recommend reaching out directly to their support team for the fastest resolution.
Email: [email protected]
Phone: 608-473-3800 (Monday - Friday 7am-5pm Central)