Team member: Export an inventory to Excel or Xactimate/XactContents
Personal property inventories can be exported to Excel or Xactimate/XactContents.
Create an Excel spreadsheet of a personal property inventory
- Select Personal Property from your left-side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700595248440/claim-x-personal-property-page.jpg)
- Click the Open actions menu vertical ellipsis
below your name in the top right side of your dashboard.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700595399983/claim-x-vertical-ellipsis-menu-excel-option.jpg)
- Select Export Inventory.
- Click the Export to line.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700595961743/highlighted-claim-x-export-inventory-drawer-menu-excel.jpg)
- Select Excel.
- Select the type of items to include.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700596037784/highlighted-claim-x-export-inventory-to-excel.jpg)
- Select Export to compile the spreadsheet. You are notified by email or in-app notification when your export is ready.
Export a personal property inventory to Xactimate/XactContents
- Select Personal Property from your left-side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700595326901/claim-x-personal-property-page.jpg)
- Click the Open actions menu vertical ellipsis
below your name in the top right side of your dashboard.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700595417054/claim-x-vertical-ellipsis-menu-excel-option.jpg)
- Select Export Inventory.
- Click the Export to line.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700596873415/highlighted-claim-x-export-inventory-drawer-menu-xm-8-xc.jpg)
- Select Xactimate/XactContents.
- Enter your XactNet address. The full XactNet address must be entered for the data to be sent to Xactimate.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700596967884/highlighted-claim-x-export-inventory-to-xm-8-xc.jpg)
- Select the type of items to include.
- Select Export.
Accept a personal property inventory exported from ClaimXperience in Xactimate
- When you receive a notification in Xactimate that a ClaimXperience personal property inventory is received in Xactimate, select the notification icon.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/s5b0c4r6wr/1700597221485/highlighted-xm-8-contents-inventory-merge-or-create-new.jpg)
- Select the desired action, either MERGE or CREATE NEW.
- MERGE: Merge the contents inventory with an existing estimate.
- CREATE NEW: Create a new estimate using the inventory.
- After following the prompts for the selected action, the inventory is exported directly into an Xactimate assignment or estimate.