Team member: How do I export a personal property inventory to Excel or Xactimate/XactContents?
Updated 6 months ago
by
Jennifer B.
Replace items and Clean/Storage items check boxes are only available if there are items in those lists.
Create an Excel spreadsheet of the inventory
- Click Personal Property in the Tasks menu on your dashboard.
- Click
below your name at the top of your dashboard. - Select Export Inventory.
- Click the Export to line.
- Select Excel.
- Select the type of items you want to include.
- Click Export.
Export an inventory to Xactimate/XactContents
- Click Personal Property in the Tasks menu on your dashboard.
- Click
below your name at the top of your dashboard. - Select Export Inventory.
- Click the Export to line.
- Select Xactimate/XactContents.
- Enter your XactNet Address.
- Select the type of items you want to include.
- Click Export.
Only non-flagged submitted items can be exported to Xactimate/XactContents. This ensures that items exported to Xactimate/XactContents include all fields required to price out those items.