Import project files from your computer to Xactimate desktop
Updated
by
Heather Jones
Important: Data Transfer is not available for all users. If you do not see it, contact your instance administrator to update your security group in Xactimate Admin.
- From the project dashboard in Xactimate, select Tools in the navigation menu on the left.
- Under Data Transfer, select Import.
- Select the folder icon to open the Browse For Folder dialog box, select the folder that contains the file, and select OK.
Note: you must select the folder here and then choose the specific file when you return to the Tools page.
- When the dialog box closes and returns you to the Tools page, select SELECT DATA to open the Data Transfer dialog box.
- Select the appropriate file from the folder you chose and then select IMPORT.
