Import Xactimate estimates (ESX) in to XactRemodel and XactRestore

Rose Gulley Updated by Rose Gulley

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

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 XactRemodel and 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

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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

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Import an ESX file into XactRemodel and 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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