Company location import template guidelines

Last updated
Save as PDF

This article applies to:AvaTax

Use this table to format the document you're importing that contains location information for your business.

You must use the column heading labels exactly as shown below in the import file

Column	Column heading	Type (size)	Use	Description
A	CompanyLocationId	Integer	Required	Location record number. This field isn't imported, but is used to identify records.
B	LocationCode	Text (50)	Required	Unique location code specific to this company. This value is passed either as a salesperson code, location code, or address code. Use the information provided by the state DOR. For example, in AZ, use the 3-digit ADOR location number(s) from your Transaction Privilege Tax (TPT) License, located below the address.
C	Description	Text (255)	Optional	Description for location code. This is useful for identifying a specific location. Use the information provided by the state DOR.
D	AddressTypeId	Integer	Required	Type of location. 1 = Location (requires AddressCategoryId of Storefront, Main Office, Warehouse, or Other) 2 = Salesperson (requires AddressCategoryId of Salesperson)
E	AddressCategoryId	Integer	Required	Category of location. 1 = Storefront 2 = Main Office 3 = Warehouse 4 = Salesperson 5 = Other
F	Line1	Text (50)	Required	Address line 1 for the location.
G	Line2	Text (50)	Optional	Address line 2 for the location.
H	Line3	Text (50)	Optional	Address line 3 for the location.
I	City	Text (50)	Required	City name for the location.
J	County	Text (50)	Optional	County name for the location.
K	Region	Text (2)	Required	The two-character region (state, province, or territory) ISO code.
L	PostalCode	Text (10)	Required	ZIP code or postal code for the location.
M	Country	Text (2)	Required	The two-character country abbreviation for the location US = United States CA = Canada
N	IsDefault	Integer	Required	Indicates whether to use the default outlet code (Requires type location) 0 = Not default 1 = Default outlet code (only one default per company)
O	IsRegistered	Integer	Required	Indicates whether the location is registered with the taxing authority. 0 = Not registered 1 = Registered If IsRegistered = 1, OutletName and the appropriate CompanyLocationSetting fields become required.
P	DBAName	Text(100)	Optional	"Doing business as" name.
Q	OutletName	Text(100)	Optional	Outlet name (required if IsRegistered = 1).
R	CompanyLocationSettingType1	Integer	Optional	An integer that indicates what type of location information this represents (e.g., Account Number or Outlet No). See the company location additional information matrix for more information on the values that may appear in this field.
S	CompanyLocationSettingJurisType1	Text(3)	Optional	Company jurisdiction type. Required field if CompanyLocationSettingType1 field is used. STA=State CTY=County CIT=City See the company location additional information matrix for more information on the values that may appear in this field.
T	CompanyLocationSettingValue1	Text(50)	Optional	Value for the location information specified. Required field if CompanyLocationSettingType1 field is used.
U	CompanyLocationSettingType2	Integer	Optional	An integer that indicates what type of location information this represents (e.g., Account Number or Outlet No). See the company location additional information matrix for more information on the values that may appear in this field.
V	CompanyLocationSettingJurisType2	Text(3)	Optional	Company jurisdiction type. Required field if CompanyLocationSettingType2 field is used. STA=State CTY=County CIT=City See the company location additional information matrix for more information on the values that may appear in this field.
W	CompanyLocationSettingValue2	Text(50)	Optional	Value for the location information specified. Required field if CompanyLocationSettingType2 field is used.
X	CompanyLocationSettingType3	Integer	Optional	An integer that indicates what type of location information this represents (e.g., Account Number or Outlet No). See the company location additional information matrix for more information on the values that may appear in this field.
Y	CompanyLocationSettingJurisType3	Text(3)	Optional	Company jurisdiction type. Required field if CompanyLocationSettingType3 field is used. STA=State CTY=County CIT=City See the company location additional information matrix for more information on the values that may appear in this field.
Z	CompanyLocationSettingValue3	Text(50)	Optional	Value for the location information specified. Required field if CompanyLocationSettingType3 field is used.
AA	StartDate	Date(10)	Optional	Effective date for the location in yyyy-mm-dd or mm/dd/yyyy format.
AB	EndDate	Date(10)	Optional	End date for the location in yyyy-mm-dd or mm/dd/yyyy format. If not present, defaults to 12/31/2099.