What file types can Xactimate desktop import?

Updated 10 months ago by Heather Jones

Acceptable files types vary depending on the purpose for the file. Refer to the following to know which file types are acceptable for each situation:

Note: The following options are available from the main Xactimate navigation menu (outside a project).

Project files

Tools > Data Transfer > Import > (folder icon)

Folders only (the folder that contains the project file)

Tools > Data Transfer > Import > SELECT DATA

.esx

Template documents

Tools > Template Documents > IMPORT

.docx
.dotx
.docm
.dotm
.doc
.dot
.xlsx
.xlsm
.xltx
.xltm
.xls
.xlt
.pdf

Note: The following options are available from within a project.

Images

Photos > LOAD IMAGES

.jpg
.jpeg
.png

Sketch

Underlays

Estimate > Sketch > Options > Import > Import Underlay Image

.jpg
.bmp
.png
.gif
.emf
.tif
.wmf

Sketch templates

Estimate > Sketch > Options > Import > Download Sketch Templates

Note: This only downloads the files to the computer for you to then import. It is included purely for consistency.

Estimate > Sketch > Options > Load Template > Load Template > Import

.skx

Line item attachments

Sounds

Select a the note field of a line item > change the Note dropdown menu to Sound > select Load

.wav
.mp3
.m4a
.wma

Documents

Select the note filed of a line item > change the Note dropdown menu to document > select Load

.pdf
.docx

Reports

Attached documents

Documents > Reports > Documents > Attached Docs > Import

.docx
.dotx
.docm
.dotm
.doc
.dot
.xlsx
.xlsm
.xltx
.xltm
.xls
.xlt
.pdf

Template files

Documents > Reports > Documents > Template Docs > Import

.docx
.dotx
.docm
.dotm
.doc
.dot
.xlsx
.xlsm
.xltx
.xltm
.xls
.xlt
.pdf

Report macros

Documents > Reports > Report Macros > Add > Add File

.pdf
.jpg
.jpeg
.png
.bmp
.doc
.dot
.docm
.docx
.dotx
.xls
.xlt
.xlsx
.xlsm
.xltx