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Avalara Help Center

Import Transactions

Webinar description

This webinar covers the essential procedures to successfully import transactions to AvaTax Update. You'll learn import field requirements, import best practices, as well as how to troubleshoot common import errors.

Webinar dates

Dates coming soon

Get ready

Before the webinar:

AAT-Get Started-Checkbox.png  Set up your company profile and tell us where you collect and remit sales tax

AAT-Get Started-Checkbox.png  Bring past invoices containing legacy data related to your next filing period. You may need to engage your software partner or IT to export the file from your software.

Webinar information

Audience:  New and existing AvaTax Update users 

Objective:  In this webinar you will be shown all of the essential procedures to successfully import transactions.

Agenda:

  • Identifying when and why to import transactions
  • Finding your preformatted template
  • Building your import file
  • Checking your work and troubleshooting
  • Overview of importing resources in the Avalara Help Center

Post webinar resources

After attending this webinar, additional resources are available to you.

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