The XactContents Import Template: Columns, Totals and the Rules That Break an Import
XactContents imports contents as an Excel workbook: one row per line, in a fixed column order, with numbers where numbers belong. Here is every column Kevin writes, and the mistakes that stop a file from importing.
What format does XactContents import contents in?
A pre-formatted .xlsx workbook, one row per contents line, with static values in every cell and no formulas.
Xactimate and XactContents take contents lists as Excel. Whole estimates move as .ESX archives, and programmatic integration runs through XactAnalysis. There is no XML route for a contents list. The workbook has to land as numbers, text and codes the importer can read without evaluating anything.
The columns, in order
Kevin’s export uses the same column order as the worksheet on screen, so the file and the app present one shape. A TOTALS row closes the sheet.
| Column | What it holds |
|---|---|
| # | Line number. It never changes once a line exists, so an export already sent still matches. |
| Room/Area | Free text: the room the item came from. |
| Qty | Whole number of units. |
| Description | The inventory line as the adjuster left it. |
| Make/MFR | Manufacturer or brand. |
| Model # | Model number where one could be read or found. |
| Content Class | The Xactimate PCS code for the class: CMP, APP, JWL and so on. |
| Unit Cost | Replacement cost of one unit, before tax. |
| Extended Cost | Unit Cost × Qty, still before tax. |
| Sales Tax | Tax on the extended cost at the rate for the loss address. |
| RCV + Tax | Extended Cost + Sales Tax. |
| Age (yrs) | A bare number such as 2, never “2y”, so it lands as a number. |
| % Depreciation | From the class’s schedule for that age. |
| $ Depreciation | RCV + Tax × % Depreciation. |
| ACV | RCV + Tax − $ Depreciation. |
| Source Link | The word Link, hyperlinked to the listing behind the unit cost. |
How a line foots
Tax is applied per line, and depreciation is applied to the tax-inclusive figure. So tax sits inside ACV rather than being added after it, and two identities hold on every row:
| Check | Holds because |
|---|---|
| Extended Cost + Sales Tax = RCV + Tax | Tax is a breakout of what is already inside RCV + Tax. |
| RCV + Tax − $ Depreciation = ACV | Depreciation comes off the tax-inclusive replacement cost. |
A reviewer reconciling the file by adding tax to ACV will be off by the tax on the depreciated portion. The RCV vs ACV guide walks through the arithmetic.
What breaks an import
| Problem | Why it fails | What Kevin writes |
|---|---|---|
| Formulas in derived cells | The importer does not evaluate them. | Every derived cell and total as a computed number. |
| Text in a number column | “2y” or “$1,200.00 ea” is not a number. | Age as a bare number; money as numbers. |
| Dashes or blanks for unpriced lines | A dash is text, and a blank breaks downstream sums. | 0.00 in every money cell of an unpriced line. |
| Free-text categories | The class has to map to a PCS code. | The PCS code itself in Content Class. |
| Several files or tabs | An import expects one contents sheet. | One workbook per export, never a zip or a bundle. |
Because the file holds no formulas, editing an age or a price inside it changes nothing else on the row. Make the change on the worksheet in Kevin and export again; the new file is a fresh snapshot.
The source behind each price
Each priced line’s unit cost is the price of a single listing rather than a blend of several, and the Source Link column points at that listing. It is a real hyperlink in the .xlsx, so a desk reviewer can open it from the cell. Where a line has no source, the cell is blank rather than a dead link.
Building the file without typing it
Typing a few hundred lines into this layout by hand is most of the work in a contents claim. Kevin builds the rows from claim photos or from a written inventory, prices, classifies and depreciates them, and lets you review every line before you export the .xlsx. Kevin is not affiliated with Verisk.
Common questions
What is an XactContents import template?
Can I type formulas into the spreadsheet?
If I change an age in the exported file, does depreciation update?
What goes in the Content Class column?
What happens to a line Kevin could not price?
Does the file include the source behind each price?
Is Kevin affiliated with Verisk?
Build contents claims faster with Kevin.
Your first 250 line items are free, with no clock running. $249/mo after that, unlimited claims.
Related
- A faster XactContents-style workflowWhat Kevin does, what it does not, and how the export lands.
- RCV vs ACV on a contents claimHow a real line foots once tax is in it.
- Useful life by content classThe schedule behind the % Depreciation column.
- A finished claim you can openReal lines with tax, depreciation and ACV footed across.