Integrations
Connect FileTrac and FileTrac Evolve to the tools you already use.
75 articles
Claim Service API
Our SOAP-based Claim Service API for sending and receiving claim data programmatically.
- FileTrac SOAP API Reference — ClaimService (22 Methods)Complete reference for the FileTrac ClaimService SOAP Web Services API. Covers all 22 methods for claim operations, contacts, notes, financial transactions, reports, documents, and company/user lookups. REST API documentation is…
- FileTrac SOAP API OverviewThe FileTrac SOAP API (ClaimService) is the integration interface for the legacy FileTrac claims management platform.
- Authentication & AuthorizationThe FileTrac SOAP API authenticates every request with three string parameters: Login, Password, and CompanyKey.
- ClaimThe Claim object is the root entity of the FileTrac data model. Every other entity is owned by a claim.
- ContactThe Contact object represents any person attached to a claim — insureds, claimants, agents, attorneys, expert witnesses, and so on.
- NoteThe Note object represents a diary entry attached to a claim. Notes cannot be updated or deleted through the API.
- ReportThe Report object represents a document attached to a claim. Reports cannot be updated through the API.
- ReserveThe Reserve object represents a financial reserve set aside against a claim. A claim can carry many reserves, one per type.
- PaymentA Payment records an outgoing financial transaction against a claim. FileTrac supports three payment kinds.
- InvoiceThe Invoice object represents a billing record against a claim. Invoices are produced inside FileTrac; no API method creates them.
- ContractThe Contract object represents a business contract between the adjusting company and a client (carrier) company.
- ClaimShareThe ClaimShare object represents a share allocation on a claim, typically used for reinsurance or coverholder arrangements.
- SecondaryAdjusterThe SecondaryAdjuster object represents an additional adjuster assigned to a claim beyond the primary AdjusterID.
- InspectionFormThe InspectionForm object represents a structured inspection form attached to a claim.
- ClientCompanyThe ClientCompany object represents a carrier or other client company that contracts with the adjusting company to handle claims.
- UserThe User object represents a person who has a FileTrac login. Includes both adjustment-company staff and client-company contacts.
- EnumerationsThe FileTrac SOAP API uses several enumerated types. Each value is taken verbatim from the WSDL envelope placeholders.
- GetClaimSummariesReturns a list of claims matching the supplied filter criteria. Only top-level claim data is returned.
- GetClaimDetailReturns a single claim by ID with every nested list populated — secondary adjusters, notes, reports, contacts, shares, contracts, invoices, reserves.
- GetClaimNotesReturns a list of notes for a claim, or a single note by NoteID. Optionally includes the emails attached to each note.
- GetClaimReportsReturns the reports attached to a claim, with binary file content included.
- GetClientCompaniesReturns the list of client (carrier) companies that the authenticated user can access. Call before AddClaim.
- GetClientContactsReturns the claim reps (client contacts) for a specific client company.
- GetClientContractsReturns contracts across all client (carrier) companies that the user can access.
- GetContactTypesReturns the contact types available to the adjusting company. Call before any operation that creates a new contact.
- GetInvoiceSummariesReturns a list of invoices matching the supplied filter — by invoice number, by claim, or by a date range.
- GetInvoiceDetailReturns a single invoice by InvoiceID with its Services and Expenses lists fully populated.
- GetRecoveryTypesReturns the recovery types available for the adjusting company. Call before AddReserveRecovery.
- GetReportMediaReturns the media items (photos and other attachments) associated with a report.
- GetUpdatedClaimsReturns the lookup keys of claims that changed since a given datetime. Drives incremental ingestion pipelines.
- GetUsersReturns active users at the adjusting company, including both internal staff and client-company contacts.
- AddClaimContactAdds a contact (insured, claimant, attorney, expert, agent, contractor, witness, etc.) to an existing claim.
- AddClaimNoteAppends a diary note to an existing claim. Returns the new note's ID. Notes are immutable.
- UpdateClaimDatesUpdates the Date of Contact and Date of Inspection on an existing claim. The only API method that updates specific date fields after creation.
- AddDeductiblePaymentRecords a payment against the claim's deductible. Void by sending negative PaymentAmount.
- AddInvoicePaymentRecords a payment against an invoice. Overflow amounts are split into a separate excess-payment record.
- AddReserveCreates a new reserve on a claim, or updates an existing reserve of the same type.
- AddReservePaymentRecords a payment against a specific reserve on a claim. Void by sending negative PaymentAmount.
- AddReserveRecoveryRecords a recovery against a reserve — typically subrogation, salvage, or reinsurance.
- UploadReportUploads a document (base64-encoded binary) against an existing claim. Uploaded reports cannot be updated through the API.
- AddClaimCreates a new claim within FileTrac, or updates a subset of claim fields on an existing claim. The largest method in the API.
- AddClaim Field ReferenceDocuments every parameter accepted by AddClaim, organized by section. Field-level companion to the AddClaim method article.
- Error Codes & Response CodesThe FileTrac SOAP API uses ResponseCode for auth-level outcomes and method-specific ResponseMessage strings for business errors.
- Common Integration PatternsDocuments the workflows integrators most often build against the FileTrac SOAP API.
HOVER
Order HOVER measurements and sync results back into FileTrac.
- Setting up HOVER and Assigning Admin UsersUnderstanding how to set up Hover and assign an Admin.
- How can I capture photos with HOVER?Understanding how to capture photos with Hover.
- Creating a Capture RequestUnderstanding how create a capture request with Hover.
- Importing an ESX file into Xactimate from HOVERUnderstanding how to import an ESX file from Xactimate to Hover.
- HOVER Rack Pricing
- Symbility Integration with HOVER OverviewUnderstanding Symbility's integration with Hover.
- What is HOVER?Understanding Hover from start to finish.
- What type of properties does the HOVER technology support?
- What mobile devices does HOVER support?Understanding the Hover Mobile Version.
- Is this property data secure? Where is the property data stored? Who gets to see the data once stored?Understanding Hover's security.
- HOVER Training Resources & Certification
- HOVER AuthenticationUnderstanding how to reconnect with Hover.
Cotality Estimate (Formerly Symbility) Bridge
Connect FileTrac to Cotality Estimate (Formerly Symbility) for estimate exchange and claim updates.
Other Integrations
Integrations that don't have a dedicated section yet.
- Odyssey Bridge Error Trouble ShootingUnderstanding Odyssey Bridge errors and how to trouble shoot them.
- Fusion — Wizard (Guided Setup)Coming Soon — Fusion is in development and not yet available in production.
- Fusion — XactAnalysis to FileTrac Legacy Default MappingComing Soon — Fusion is in development and not yet available in production.
- Fusion — Lookup System (Multi-Value and Select-First-From-List)Coming Soon — Fusion is in development and not yet available in production.
- Fusion — Transformation Editor WalkthroughComing Soon — Fusion is in development and not yet available in production.
- Fusion — Overview and ConceptsComing Soon — Fusion is in development and not yet available in production.
- Odyssey Bridge — Setup and OverviewOverview of the FileTrac Odyssey Bridge integration: what it does, how to set it up, required adjuster fields, the claim bridging workflow, and links to error troubleshooting.
- NetSuite Export — ERP Data TransferHow to use the FileTrac NetSuite Export to transfer financial and claims data to Oracle NetSuite ERP, including where to find the report, what data is included, and when to…
- Export to Vedder SoftwareHow to export claim data from FileTrac to Vedder Software, including where to find the export option, what data is included, and troubleshooting common issues.
- Simsol — Estimating Software Import and ExportHow to use FileTrac's Simsol integration to download claim data into Simsol estimating software and import completed estimates back into FileTrac, including single-claim and multi-claim export options.
- TORRENT Bridge — Setup, Data Entry, and Final Report SubmissionComplete guide to using the FileTrac–TORRENT bridge for NFIP flood claims: enabling the bridge, entering required data fields, financial requirements, and submitting the Final Report to TORRENT.
- FileTrac2QuickBooks Export ToolUnderstanding the QuickBooks tool functions and installment.
Verisk's XactAnalysis Bridge
Connect FileTrac to Verisk's XactAnalysis for assignments and estimate exchange.
- XactAnalysis/Verisk Bridge Activation InstructionsUnderstanding how to activate your XactAnalysis Bridge.
- XactAnalysis Bridge Documentation and SpecificationsUnderstanding documentation and specifications for you XactAnalysis Bridge.
- XactAnalysis Bridge Authorization FormsUnderstanding your XactAnalysis bridge authentication form.
- XactAnalysis Bridge Activation InstructionsUnderstanding how to activate your XactAnalysis bridge.