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Import using the Schedule Transaction Importer Tool (external application)

This article applies to:Excise

 

This site is only for Avalara customers licensed for Returns Excise, AvaTax Excise and Government. 
Documentation of operation, usage and release dates is confidential and proprietary information of Avalara.

This page does not apply to Excise Pro customers. Content last updated 2021-12-02.

Returns Excise has 3 methods to import transactions, locations and business entities.

  1. Click on a Tax Session and and choose Data File Upload from the popup menu, described in Import Schedules Using Data File Upload.
  2. The Schedule Transaction Import widget, found in the cloud on the Avalara Returns Excise - Home page and described in Returns Excise - Import Transactions
  3. The Schedule Transaction Importer Tool, an optional external application, shown and described here.

The Schedule Transaction Importer (STI) tool, explained on this page, is an optional external application.

Feature STI widget - on Avalara Returns Excise's Home page STI tool - external application (Windows)
Import transactions and master data (e.g. locations, business entities & accounts, etc.) Yes Yes
Import master data (e.g. locations, business entities & accounts, etc.) separately Yes Yes
Import records from Excel or CSV files Yes Yes
Use custom scenarios, profiles and mappers
 
Yes (see Additional fees, below) Yes (see Additional fees, below)
Connect to and import records from SQL databases No Yes
Can be called by other programs as part of a customer's automation. No Yes

Additional fees

Excise taxes are complex, often changing, and may require customization of scenarios, profiles and mappers for your specific needs. Your Customer Account Manager can arrange customization. Once your customizations are complete, version updates are at no cost.

What you'll need for the STI tool

  • The current release or up to 2 previous minor releases. For example, when release 5.43 is current, 5.42 and 5.41 are also supported and older releases are not.
    • Look in the bottom right for the STI tool release and the bottom left for the release of the site that will receive your data
    • Click Releases in the menu above to find release dates and more
  • A user account for the site that will receive your data.

Import records

After the STI tool is installed and configured, you are ready to import.

  1. Launch the Schedule Transaction Importer tool.
  2. The last used mapper will be shown in the dropdown list at the top. If needed, you can choose another.
  3. On the Data File tab, click the Browse button. If you are importing from a database, you will see options for the import table.
  4. Select the file from your computer for import.
    SnagIt0006.jpg
  5. Click Transmit Data.  This step sends the file to the software for processing.
    SnagIt0323.png
  6. The display will switch to the Transmission Log tab, which gives you a status at the end of the transmit.
    SnagIt0324.png
  7. (Optional) Click Clear Log File to clear the previous log, and then click Yes to confirm it.
    SnagIt0325.pngSnagIt0326.png

Track the import status

  1. Click Admin > System Activity in the Excise software.
    SnagIt0327.png
  2. Click the grid row and then the History Log tab to see the import detail from the receiving site.
    SnagIt0436.jpg

Determining version

It's important to know that an outdated version of the STI Tool can cause errors. STI is typically updated quarterly to match software release version 5.xx.yy.

STI-tool-open.png

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