TRANSFER DATA TO XACTIMATE ONLINE

Transfer an estimate from Xactimate Desktop to Xactimate Online

  1. On the Projects tab, right click the estimate that you want to transfer, and then click Send to Cloud.
  2. The estimate is transferred to the cloud, and will be available in the Projects tab of Xactimate online.
  3. Click Close to close the Transfer Results window.

Transfer an estimate from a mobile device to Xactimate Online

  1. On Xactimate mobile, tap New Assignments and then tap Local Projects.
  2. Tap the arrow on the right of the project that you want to transfer.
  3. Tap the Cloud Icon to transfer the project to the cloud.

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