Export an inventory to Xactimate and XactContents
We know that packing out a client’s house is just one step in the process. That’s why we’ve made it simple to seamlessly import your contents into Xactimate or XactContents for estimating.
How to Export Job Inventory from ContentsTrack to Xactimate/XactContents:
To get started, you’ll need an active Xactimate or XactContents subscription and a ContentsTrack login.
Steps in ContentsTrack:
- Ensure the job is fully uploaded to ContentsTrack.
- Navigate to Jobs and select the job you'd like to export.
- Go to the Inventory tab.
- Click Send to Xactimate.
- Enter your XactNet Address and select your export options.
- You can filter which items and details to send (for details, see the export options below).
- Click Send.
Steps in Xactimate/XactContents:
- Open Xactimate or XactContents.
- A notification will appear indicating that the contents inventory has been added.
- Choose whether to merge the inventory into an existing job or create a new one:
- For new jobs, select the profile and project name, then click Create.
- For existing jobs, select Merge, choose the project, and click Merge.
Export Inventory Options:
- Export All Items: Send all inventory items.
- Export by Status: Only export inventory items with a specific status.
- Exclude Internal Notes: Choose to omit internal notes from the export.
- Exclude Images: Remove images from the export.
- Consolidate by Category/Selector: Combine line items with the same Category/Selector.
- Consolidate Rooms: Apply consolidation within each room.
- Send to XactNet Address: Enter the XactNet address for the user you’re sending the inventory to. This address can be found by selecting your profile icon in Xactimate (top-right corner).
Data Transferred from ContentsTrack to Xactimate/XactContents:
- Category/Selector: Shows under Cat/Sel.
- Quantity: Transferred as Quantity.
- Images: Included in the export.
- Description, Brand, Model: Appears under Description.
- Reported Cost: Displays as Rep Cost.
- Age: Shown as Life.
- Item ID, Box ID, Notes, Recordings, Images: All appear under Notes.
FAQ:
Can I control which items are sent to Xactimate?
Yes, you can filter items before clicking the Send to Xactimate button. You can also choose to send only new items not previously sent. In Xactimate, you'll need to merge the job into existing jobs. However, new folders for the items will be created, so you’ll need to manually move them to existing room folders.
Does the integration work both ways?
No, the integration is currently one-way, with data being pushed from ContentsTrack into Xactimate/XactContents.
Can updates in ContentsTrack sync with Xactimate after export?
No, once items are imported into Xactimate/XactContents, they must be updated manually. Pushing the same items again will create duplicates.
