What file types can Xactimate desktop import?

Updated 1 year 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