Company location import template guidelines
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.
|
E | AddressCategoryId | Integer | Required |
Category of location.
|
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
|
N | IsDefault | Integer | Required |
Indicates whether to use the default outlet code (Requires type location)
|
O | IsRegistered | Integer | Required |
Indicates whether the location is registered with the taxing authority.
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.
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.
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.
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. |