Team member: Export an inventory to Excel or Xactimate/XactContents

Updated by Jennifer B.

Create an Excel spreadsheet of the inventory,

  1. Click Contents in your Tasks menu.
  2. Click   below your name at the top of your dashboard.
  3. Select Export Inventory.
  4. Click the Export to line.
  5. Select Excel.
  6. Select the type of items you want to include.
    Replace items and Clean/Storage items check boxes are only available if there are items in those lists.
  7. Click Export.

Export an inventory to Xactimate/XactContents

  1. Click Contents in your Tasks menu.
  2. Click   below your name at the top of your dashboard.
  3. Select Export Inventory.
  4. Click the Export to line.
  5. Select Xactimate/XactContents.
  6. Enter your XactNet Address.
  7. Select the type of items you want to include.
    Replace items and Clean/Storage items check boxes are only available if there are items in those lists.
  8. Click Export.

How Did We Do?