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Avalara Help Center

Import Transactions

Webinar description

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

Get ready

Before the webinar:

AAT-Get Started-Checkbox.png  Activate your AvaTax account 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.

AAT-Get Started-Checkbox.png  Questions? Check out our Avalara online training help

Webinar information

Audience:  New and existing AvaTax users 

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

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

Recorded webinar

If you can't attend a scheduled webinar you can view one of our previously recorded webinars:

RecordedWebinars-Blue-xs.png Importing Transactions (56:53)

Post webinar resources

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