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. 
  1. From the project dashboard in Xactimate, select Tools in the navigation menu on the left.
  2. Under Data Transfer, select Import.
  3. 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.
  1. When the dialog box closes and returns you to the Tools page, select SELECT DATA to open the Data Transfer dialog box.
  2. Select the appropriate file from the folder you chose and then select IMPORT.

How Did We Do?