When you import transactions for tax types other than sales and use tax, you need to set some general rules for how Avalara handles your import file and match the columns from your spreadsheet to the values Avalara uses to process transactions.
When you're done, save your configuration as a template. That way, you'll save time the next time you upload transaction data in the same format.
For instructions on importing using a template—either Avalara Import Template or one you made previously—see Import Transactions.
- In Avalara, go to Transactions > Import transactions (beta).
- Choose to Use a template or Upload your own file. If you're using an existing template, you'll upload the file and simply check everything to be sure it's correct. If you Upload your own file, complete the next steps.
- Select Upload Transaction Data, and then select the .xlxs, .xls, or .csv file you want to upload.
- Choose your settings for document type, process code, and, if you sell internationally, importer of record. For each field, there are two options:
- Match a column from your template: Choose a column from your transactions file to map to document type or process code.
- Assign the same value to all transactions: Assign the same code to all transactions, and edit them later if needed.
- Select Next when you've finished your import settings.
- Map your Required columns by selecting the corresponding column from your spreadsheet. This is required for Avalara to process your transactions. When you're done, select Next.
- For example, map the column where you store the date of each transaction to the Document Date column.
- In the Add attributes screen, complete the attributes that fit with your transactions. If you need more or different attributes, you can Add or edit attributes, or Remove them as needed. Based on your configuration, attributes you likely need are already selected. When you're done, select Next.
Attributes send more information about the products you sell to more accurately calculate tax. To learn more, see Product and service attribute guidelines.
- Map any additional columns from your transaction data.
- If you've added certain process codes, there can be required columns that you must add in this step. Click Remind me what those are to make sure you have all the required columns.
- Other than the process code columns, this information isn't needed for tax calculation, but it makes your data more complete.
- Any columns you don't map aren't imported.
- When you're done, select Next.
- Look over your import settings, mappings and attributes, and select Edit if you need to make changes.
- To be able to use this mapping for later transaction imports, select Save This Mapping as a Template and enter a name for the template.
- Select Finish.
After you click finish, your transactions begin processing. You can check the status by choosing Follow your import’s progress. Otherwise, you can import more transactions or go back to the Home screen.