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Import transactions

This article applies to:Avalara AvaTax Update

Importing is the easiest way to add transactions to AvaTax in bulk or update existing transactions. There are two common reasons you might need to do this:

  • You don't have a connector, an integration between your business application and AvaTax.

  • You have transactions in your business application that aren't in AvaTax.

Tip icon

Keep in mind that importing transactions only works one way—it doesn't update the data in your business application.

Steps

  1. In AvaTax, go to Transactions > Import transactions and click Download The Transaction Import Toolkit. 
  2. Find TransactionImportToolkit.zip in your downloads folder and unarchive it. Then open either ImportTransactionsTemplate.xlsx or ImportTransactionsTemplate.csv. 
  3. For each transaction, fill out the required fields:
    • ProcessCode: A number that represents the action AvaTax takes on the transaction. For new transactions, use 3.
      (See Import transactions template guidelines for the full list of ProcessCodes.) 
    • DocCode: The unique ID for the invoice, credit memo, or return included in the transaction.
    • DocType: A number that represents the type of tax document: 
      • 0 = Sales order

      • 1 = Sales invoice

      • 2 = Purchase order

      • 3 = Purchase invoice

      • 4 = Return order

      • 5 = Return invoice

      • 6 = Inventory transfer order

      • 7 = Inventory transfer invoice

    • DocDate: The transaction document's date, in the format yyyy-mm-dd or mm/dd/yyyy.
    • CustomerCode: The ID associated with a customer in your business application.
    • LineNo: The transaction's line number.
    • Amount: Total sale for the line item.
    • OrigRegion and DestRegion: A state or province abbreviation for the transaction's origin and destination.
    • OrigPostCode and DestPostCode: A ZIP code or Canadian postal code for the transaction's origin and destination.
      Tip icon

      If you're part of the Streamlined Sales Tax (SST) program or have transactions from outside the U.S. or Canada, the required fields are different. See Import transactions template guidelines for details.


      When you're finished, save the file.
  4. On the Import Transactions page in AvaTax, drag and drop the import template file to the area in the center of the page. Alternately, click Browse Instead and select the file from your computer.
  5. Wait for the import to complete. How long this takes depends on the size of the import template file.
    After import, your transactions are uploaded to AvaTax, and a record of the import file appears at Transactions > Transaction Import History.

See also

The transaction import toolkit (.zip file)
Import transactions template guidelines
Add a transaction
Add or import a tax-only credit

 

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