DATA TRANSFERS TO/FROM YOUR COMPUTER

Import data files from your computer to Xactimate Online

Import project files from your computer to Xactimate Desktop

Export data files from Xactimate Desktop to your computer

Export project files from Xactimate Online to your computer

 

Import data files from your computer to Xactimate Online

  1. On the Control Center tab, click Data Transfer to open the Data Transfer window.
  2. In the Transfer Type group, select Folder.
  3. Drag the data files you wish to import into the Added Files area, or click Browse to locate your files.
  4. Click Done to complete the transfer.

Import project files from your computer to Xactimate Desktop

  1. Click the Control Center tab.
  2. In the upper right corner of the tab, click Data Transfer to open the Data Transfer window.
  3. In the Transfer Type group, select Folder, and in the Action group, select Retrieve.
  4. Click Browse and select the location of your data files.
  5. Click Select Item(s).
  6. In the menu on the left, select the type of item you want to transfer. In the menu on the right, select the specific items that you want to transfer.
  7. Click Retrieve.
  8. After the data has been transferred, the Transfer Results dialog box opens. Click Save Log to save a copy of the transfer session, or click Close to exit.

Export data files from Xactimate Desktop to your computer

  1. Click the Control Center tab
  2. In the upper right corner of the tab, click Data Transfer to open the Data Transfer window.
  3. In the Transfer Type group, select Folder, and in the Action group, select Send.
  4. In the To box, enter the location where you want to transfer the data.
  5. Click Select Item(s).
  6. In the menu on the left, select the type of item you want to transfer. In the menu on the right, select the specific items that you want to transfer.
  7. Click Send.
  8. After the data has been transferred, the Transfer Results dialog box opens. Click Save Log to save a copy of the transfer session, or click Close to exit.

Export project files from Xactimate Online to your computer

  1. Click the Projects tab
  2. Right-click a project and select Export Project.
  3. Depending on your browser and individual settings, you may be prompted to open or save the file. If this occurs, click Save.
  4. The project file (.esx) will be downloaded to your computer's default download location. Normally, this is the Download folder.

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