Levitate + Xanatek Integration

Overview

The Xanatek integration allows Levitate to sync your contact and policy data so you can automate outreach, track relationships, and stay connected with your clients.

Industry: Insurance
Integration Type: Report-based
Sync Behavior:
- Near real-time when using Xanatek Connect
- Manual daily sync required if using IMS
Writeback: Not supported (Levitate does not send data back to Xanatek)

Xanatek Connect

Levitate's integration with Xanatek utilizes Xanatek's web-based system, Xanatek Connect, to send selected reports to your Levitate account to keep your client list up-to-date. Xanatek Connect is a program you can opt into, even if you still use their IMS system. Xanatek Connect and IMS will share the same database if the Xanatek user hosts their database on Xanatek's cloud servers. Some users may use a third-party application, or their own, to host their Xanatek database. In cases such as this, Levitate cannot integrate with their Xanatek database.

Who Can Use This Integration?

Any Levitate customer with an active subscription can utilize the Levitate + Xanatek integration.

How Data Syncs

Levitate receives data from Xanatek through a secure connection using an API key.
Once connected, contacts will begin syncing into Levitate.
Updates:
- Connect users: Sync happens automatically as updates are made
- IMS users: A manual sync must be triggered (up to once daily)

What Will Sync into Levitate

Contact Information

Name (first, last, nickname when available)
Email addresses (primary preferred)
Phone numbers
Address details
Company name
Job title

If a contact is missing key information (like name or email), it may not be imported.

Ownership & User Mapping

Contacts are assigned to a Producer or CSR in Xanatek
These users are mapped to Levitate users to determine ownership
Only one owner is assigned per contact, but both roles can be visible via tags

Key Facts

Levitate automatically creates important reminders and data points such as:

Birthdays (if available)
Policy renewal dates
Client ID

These can be used for automation and relationship-building outreach.

Contact Status & Segmentation

Levitate automatically categorizes contacts based on policy and status data:

Client: Active with current policies
Prospect: No active policies
Winback: Previously active, now expired or inactive

You can control whether prospects are included in your Levitate account during setup.

Email & Communication Preferences

Contacts marked as opted out in Xanatek will be unsubscribed in Levitate
Only contacts with valid communication permissions will be included in outreach

Sync Behavior & Expectations

Initial sync begins once the integration is connected
Timing depends on the size of your database
Ongoing updates:
- Automatic for Xanatek Connect users
- Manual refresh required for IMS users

How Do I Set Up the Integration?

If you are a Xanatek customer and want to enable the Levitate + Xanatek integration, just let your Success Specialist know. We will walk you through the very quick integration setup.

If you are using both Connect and IMS, you'll need to trigger a manual sync periodically to ensure all your data stays up to date.

Don't have Xanatek Connect?

Even without Xanatek Connect, you can still manually pull information into Levitate from IMS.

Step 1: Click on Integrations.

Step 2: Select Levitate.

Step 3: Choose the upload option.

Important Notes

Xanatek must be hosted and configured for integration before connecting
This is a read-only integration — Levitate does not update or modify Xanatek data
Only one insured/contact per record is supported (no secondary insured syncing)