Import transactions to Avalara Consumer Use
Import a .csv file to add and upload your consumer use transactions. Review the imported data and, if needed, make changes to ensure that the information you provided is current and accurate.
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Avalara Consumer Use is an add-on for AvaTax. Adjust transactions in Avalara Consumer Use and then forward them to your AvaTax company to manage reports and returns. |
Before you begin
- Avalara Consumer Use saves transaction values and automatically populates empty fields based on your company defaults.
- Ensure to review your transaction processing settings before an import.
Download the ACU Transaction Import template
ACU-Transaction-Import-Template.csv
Import templates are also available in the product, under Transactions > Import data. Reference the import template guidelines when creating your file.
Steps
- In Avalara Consumer Use, go to Transactions > Import.
- Select an import Template and then select a download link to download the appropriate template.
If you are using a custom import template, you can also select the Import Type Definition link to download a definition file, which tells you which columns are required and includes any notes that you entered. - Select the Transaction collection date.
- Copy transaction data from your business application to the template using the import template guidelines.
- Drag and drop the finished file into the upload field, or click Choose file to select it for upload. Click Upload to start the import.
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Note Only files with the ".csv" extension and a size of less than or equal to 4 MB can be imported. |
Go to Transactions > Import history to see the import history. Imported transactions are added to Transactions > Process transactions.
If you receive an error message while upload, refer to the import troubleshooting guide.