In this guide, you will learn how to export floor plans from Polycam and import them into Xactimate for professional estimation and sketching.
Requirements
Polycam Account
RequiredAccess to Polycam for floor plan capture and export
Xactimate Software
RequiredProfessional estimation and sketching software for creating detailed property estimates
Configure Floor Plan in Polycam
1Access Floor Plan View
From your capture page in Polycam, navigate to the floor plan view to begin configuring your export.
2Configure Floor Plan Settings
Using the side panel, configure the floor plan settings. Add labels and measurements as needed. Keep track of at least one measurement that's laid out in Polycam - you'll use this for accurate scaling when importing into Xactimate.
3Download Floor Plan Files
Once all labels and measurements are in order, click Download to download a zip file containing all included file types for your floor plan. Extract the zip file and locate the PNG image - this is what you'll import into Xactimate.
Import into Xactimate
1Import Underlay Image
In Xactimate, go to Estimate → Sketch → Import and select Import Underlay Image. Choose the PNG file you downloaded from Polycam.
What is an Underlay? An underlay is a background image that serves as a reference to trace and create your 3D model in Xactimate, ensuring accuracy.
2Navigate the Workspace
Use these shortcuts to move around your floor plan efficiently:
Pan Tool
- Hold Spacebar + Left Click to move around
- Navigate freely across your floor plan
Pen Tool
- Hold Spacebar to activate
- Draw and create elements
Zoom
- Scroll mouse wheel
- Zoom in and out of details
Sketch Rooms and Details
1Add Rooms
Use the Room feature to add rooms on top of your underlay. Size these rooms using the measurements from your Polycam floor plan for accuracy. Rename rooms accordingly along the way.
2Add Architectural Details
Use tools like Window and Doorway to add details from your floor plan to your sketch. This adds accuracy and completeness to your Xactimate model.
3Toggle Between Views
At any point, you can use keyboard shortcuts to switch perspectives:
- Press 1 to toggle to Plan View (top-down)
- Press 3 to toggle to 3D View (perspective)
Switching between views helps you verify accuracy and spot any issues with your sketch.
Professional Sketch via Transform Engine
For those who need a complete, professional, and ready-to-use 3D Xactimate sketch, Transform Engine offers a professional service alternative to the manual workflow.
Service Details
- Professional 3D Xactimate sketch
- Typical delivery: 24-48 hours
- Ready to use upon receipt
- Complete with rooms, doors, windows
How to Request
- Visit Transform Engine website
- Submit your Polycam floor plan
- Professional team creates sketch
- Receive completed file