Import inventory with Excel templates

Updated by Jill Bowers

You or the insured can use the XactContents Excel spreadsheet template to record all lost or damaged contents items associated with the claim. This information can then be imported into an estimate.

To learn how to access and download the XactContents Import Template, please review this article. After you have the template, follow the instructions below.

Enter inventory

  1. Open the downloaded template. 
  2. Enter the administrative information, including the insured’s name, adjuster’s name, claim number, policy number, state/province, and other important information. 
  3. Enter the list of lost personal property items along with  appropriate identifying  information, including item descriptions, original vendors, quantity, age, item condition, and more. 

To organize information by room, be sure to select the room name in the Room column. When XactContents imports the items, it automatically creates a group for each room with the items placed accordingly. At the very least, make sure an item description is entered for each item. 

Save your changes after you  finish entering the appropriate information. 

Import into your estimate 

Make sure the Excel file is closed before you try to import it. If it is open, the import will not work. 

  1. In the XactContents tab, select the Import from Excel button.
  2. Select Highlight imported items as unpriced, if applicable. Select Only items over amount to highlight only items over a specific amount. 
  3. Select Choose File
  4. Browse to the file with the saved information and select Open. 
  5. Select Import

After importing an inventory from Excel, please note the following: 

  • If you group your items by room, the rooms are automatically created for you. 
  • If you include a dollar value in the Cost to Replace Pre-Tax (each) column, the value is shown in both the Reported Cost and Unit Price columns. 

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