Integrate with Xactimate

Rose Gulley Updated by Rose Gulley

XactRestore include the option to import Xactimate projects and ESX files from the legacy XactRemodel Desktop application into XactRestore.

Import a project from an Xactimate instance to XactRestore as a new project

Import a project from an Xactimate instance to an existing XactRestore project

Import an ESX file into XactRestore

Import a project from an Xactimate instance to XactRestore as a new project

Tip Icon For this process to work, the Xactware ID for Xactimate and XactRestore must be the same.

  1. From the XactRestore project list, select the import data icon.
  2. Select Import from Xactimate.
    XRProjListImport1
  3. Select the Xactimate instance to import from.
    Note: If you are only added to one Xactimate instance, skip this step.
    XRImportInstanceSelect
  4. Select the Xactimate estimate to import.
  5. Select IMPORT.
    XRImportImport


Import a project from an Xactimate instance to an existing XactRestore project

Tip Icon For this process to work, the Xactware ID for Xactimate and XactRestore must be the same.

  1. From the summary tab of a project in XactRestore, select the import data button.
    XRProjSummary
  2. Select the Xactimate instance to import from.
    Note: If you are only added to one Xactimate instance, skip this step.
    XRProjImportInstanceSelect
  3. Select the Xactimate estimate to import.
  4. Select IMPORT.
    XRProjImportEstimateSelect


Import an ESX file into XactRestore

  1. From the XactRestore project list, select the import data icon.
  2. Select Upload ESX File.
    XRProjListImport2
  3. Select the Xactimate estimate to import.
  4. Select Open.
    XRImportESXSelect

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