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Xactimate estimates
Import an Xactimate export onto a job, and turn it into an estimate your client can be shown and can sign.
Professional plan, and the workspace has to switch it on: Settings → Integrations → Xactimate.
Importing
Open the job, go to Xactimate, and upload the export.
.xlsx and .csv. Xactimate produces both, and either is fine.
.xls is refused, and says so
That is the pre-2007 Excel format, and SimpliWork cannot read it. Open the file in Excel and Save As → Excel Workbook (.xlsx).
It used to be accepted and then fail halfway through, which told people their estimate was broken when the real answer was that the format was not supported. Being told no at the door is the better version.
The file is stored alongside the job, so the original is still there months later when somebody asks what the carrier actually approved.
Raising an estimate from it
From the imported file: Create estimate. The lines come across as estimate lines, attached to the job's client.
Always a draft. An import is a starting point — lines get struck out and prices get argued with before anything goes to a client.
From there it is an ordinary estimate: send it, have it accepted, sign it. See Estimates.
The client and the job come from the imported file rather than from the screen, so an estimate cannot be raised from one job's import onto somebody else's client.
Re-importing
When the carrier sends a revised scope, upload it and re-import against the estimate you already raised. The lines are replaced; the estimate keeps its number and its history.
Limits
An import is capped at 50,000 lines, and very large files are turned away at the door.
A real Xactimate estimate is a few hundred lines, so this is not a ceiling you will meet with a genuine export. It is there because a spreadsheet is a surprisingly easy way to knock a website over by accident.
Deleting an import
Removing the file leaves any estimate raised from it alone. The estimate is a document in its own right by then, and it may have been signed.