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Avalara Help Center

Import Using Transactions Import

This article applies to:Avalara Excise

 

This document applies to Enterprise licenses.  Content last updated 5/10/2016. 
Help Center documentation is confidential and proprietary to Avalara clients.

 

Assumption: You are familiar with the manual manipulation of the Business Entity and Location data records in the Maintenance menu, and the functions of Schedule Scenarios and Profiles as they apply to your company’s import process.

The Schedule Transactions Import (STI) that is built into the software:

  • Can be used for transaction and master data import.
  • Can be used for master data import only.
  • Works with custom adaptors written to transform client specific source data.

Import file format 

There are 4 required tax session fields for every import file.  These fields must be populated by either by scenario or by a manual edit to file, which must be saved as Excel or CSV.

  • Country
  • Jurisdiction
  • Taxpayer Type
  • Terminal Code (when filing TOR-Terminal Operator)

Data File tab

Select the file and type to upload from this tab.  

  1. To find the Avalara Data Import click Tax Filing > Transactions Import.  
    • You can also click on the Schedule Transactions Import widget from the Home page.
  2. Click Add New Record.
  3. Choose a Mapper file type from the dropdown. The default is CSV (comma delimited) (*csv).
    • The CSV mapper will also import an Excel (.*xlsx) file.
    • The mapper types are from the Maintenance > Common Codes table, code type DATA_IMPORT_MAPPER.
  4. Click the Select button.
    SnagIt0100.png
  5. Browse for the import file location and click Open.
  6. The file name appears in the window.
  7. When the dot next to the file is green, that means it is a valid file type and it will import.  This does not mean that the file contents have been validated, only that it is an acceptable file extension, in this case CSV. 
  8. When the dot is red, it is an invalid file type and will not import.  Click Remove and select a different file.
  9. Click Submit to begin loading your file.
    • If you want to change the import settings before submitting, continue to the Data Settings Tab section below and then return to the the Data File tab and click Submit.
  10. The status will change to Submitted.  

Grid view

Accounts with sub-companies will see the option to Include All Sub-Companies.  Click the box to display activity for all companies.  Click again to deselect the option.  The grid view default is to display the master company only. 


Data Settings tab

Click here for documentation on using the Data Settings tab to assign custom values to your import process.

 

excisehelpcenter@avalara.com