magicplan Setup

Step 1

Sign-Up for magicplan

Visit: https://www.magicplan.app/1

Add additional members to allow additional employees to use magicplan

Step 2

Configure & Connect magicplan in the View Suite Admin

admin.solutionview.app > Integrations > magicplan

-View Suite Admin => *View Config => Integrations Tab => MagicPlan Integration

-Click Generate API Key

-Copy Customer ID and API Key

-Paste Customer ID and API Key

Step 3

Enable Users

Update User Dialog

Visit the Users Tab
Find the user that you want to have the ability to use magicplan
Click their name, which opens the Update User dialog
Place the username that is associated with a license in magicplan
Press Update

Note: This will add the buttons in ServiceView to Create/Update/Import from magicplan. Without this step, the buttons will not appear in the app.

Step 4: Download ArcSite from App Store

Step 5: Log into magicplan

First time logging in:

Step 6: Open SolutionView

Step 7: Upload magicplan Drawing to Project

At any point during a SolutionView appointment, you can access the drawing section through the quick nav drawing icon in the bottom center of the appointment interface.