Dowload XA Spreadsheet

The fastest and easiest way to get your claim information from Xactanalysis and into Claims360 is to create an Excel spreadsheet for your claims.  This spreadsheet can then be used to import your claims in Claims360.

1. Log into your Xactanalysis account.
2. From the main dashboard, click on Search
3. Click on ‘Date Received’ and select the date range of claims you want to include in the spreadsheet.
4. Once your date range is selected, click outside of this popup box to close it. Your selected claims will appear in the list.
5. To select the data you want to include in your spreadsheet, click on ‘Columns’. A popup will appear with a list of claims data you can add to your spreadsheet.
6. The list is in alphabetical order. Scroll through the list and select the following items:
   1. Address
   2. City
   3. Claim Rep
   4. Date of Loss
   5. Desk Adjuster
   6. File #
   7. Latitude
   8. Longitude
   9. Policy #
   10. Primary Phone
   11. State
   12. Type of Loss
   13. Zip/Postal Code

1. 7. Once all of the items are selected, click outside of the popup box to close it.
   8. You can rearrange the order of the columns by clicking on column title and dragging that column to your preferred location in the spreadsheet.
   9. Next to the Columns, you will see the total number of claims assigned to you in the date range you selected earlier. Make note of that number.
   10. At the bottom of the page, click on ‘Rows’ and select the number that will display ALL of the claims you want to export. In this case, we have 34 claims. Select 50 from the Row’s dropdown list.  Always select the number that will include all of your claims… even if that number is larger.
       1. If you leave the rows set to the default, you will only be able to export 20 claims.
   11. To save this spreadsheet format for future use, click on the Save icon in the upper right corner of the screen and click on it.
   12. To change the name of your Column Set, click on the pencil or edit icon. Rename the column set thenDow click on the checkmark to save.
   13. Click on the Select All box to the left of the Claim # column title.
   14. Above the Policyholder column, click on ‘Select Action’.
   15. From the dropdown menu, click on ‘Export Selected to Excel’.
   16. Save the Excel file to your computer.
   17. Now you can use this spreadsheet to quickly and easily add your insureds or claims to Claims360.ai