Import TruePlan™ into Xactimate® V. 28

  • From the Control Center, in Dashboard, Click on Data Transfer in the top right corner.

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  • Click on Retrieve, Browse, click on the file(s) you want uploaded, then Select items
    • Select the type of file you’re importing (.SKX) - May not be necessary if pulling directly from a .SKX file only

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  • Go into the Project
  • Select Sketch, Options, then Load Template
  • Select the SKX file that pertains to the loss, hit Ok. (For multiple floors, see below)
  • Use your mouse to select the sketch location within the white space and Click. (This will place the sketch)

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  • If uploading multiple floors, select the + button at the bottom left of the screen. Then repeat the above steps of Load Template, select next SKX File, hit OK. Match up the floors, Click on your mouse. 

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