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

  1. Click Personal Property in the Tasks menu on your dashboard.
  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.
  7. Click Export.

Export an inventory to Xactimate/XactContents

  1. Click Personal Property in the Tasks menu on your dashboard.
  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.
  8. 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.

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