Export a project to your computer from Xactimate desktop
Updated
by
Heather Jones
A project must be closed before you can export it to your computer.
To export a project to your computer via click and drag from Xactimate desktop (X1):
- Make sure that the Xactimate application is not full screen and that the folder to which you are exporting is visible (or that the desktop is visible if you are exporting there).
- In the Project dashboard, select Local in the navigation menu on the left.
- Select your desired project.
- Click on the project and drag your cursor to the desktop or a folder.
- The .esx file appears on your desktop or in your folder.
Note: If the project does not export, repeat Step 2. Files will not move if you have clicked outside Xactimate before clicking and dragging the already selected file or if you did not select it before clicking and dragging.
To export a project via browsing folders or to export to Excel:
- Select the desired project in your Local projects list.
- Select the Export icon (
) in the project options menu that appears on the right. - Select the appropriate option, and select Export.
- Browse to your desired folder and select OK. (If you exported to Excel, it automatically opens the application, from which you can save the file wherever you need.)