Get Export Xactimate Price List To Excel

This guide provides a comprehensive overview of how to export and manage your Xactimate price list in an Excel format. By following these step-by-step instructions, users can efficiently complete the export process and ensure accurate project submissions without the need for manual data entry.

Follow the steps to successfully export the Xactimate price list to Excel.

1. Click the ‘Get Form’ button to obtain the Export Xactimate Price List To Excel form and open it in your online document editor.
2. Download the Excel Xactimate Export spreadsheet from the specified online tool. This will serve as your base file for exporting data.
3. Open the Excel application and navigate to the Xactimate Control Center. Select the relevant project modules from the menu to prepare for data export.
4. In Excel, select File followed by Open. Locate the Xactimate Export spreadsheet that you downloaded and open it.
5. Within the Xactimate application, choose the estimate you wish to export from the options provided in the dialog. Click the ‘View Report’ button to generate the corresponding data in a new Excel window.
6. To save your data, select File followed by Save As. In the dialog that appears, choose ‘Text (Tab delimited)’ from the Save as type dropdown menu.
7. Adjust the file name and file location as needed before clicking the ‘Save’ button to finalize the export.
8. Return to the online document management interface where you will upload the exported text file. Click the ‘Browse’ button to locate and select the tab-delimited file you just saved.
9. Finally, click the ‘Upload and Import’ button. A confirmation message should appear after a few moments, indicating successful processing of the file.

Complete your document submissions online efficiently and save time on data entry.