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Import transactions to Avalara Consumer Use

This article applies to:Avalara Consumer Use

Add your consumer use transactions to a spreadsheet and upload it. Troubleshoot import errors when they occur, or review your import history.

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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

Steps

  1. In Avalara Consumer Use, go to Transactions > Import Transaction Data.
  2. Select an import type, then select the download link that appears to download the template.
    If you're 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 you entered.
  3. Copy transaction data from your business application to the template using the import template guidelines.
  4. Drag and drop the finished file into the upload field, or click Browse to select it for upload. Click Upload to start the import.

Finished uploads are found at Transactions > Import history. Imported transactions are added to Transactions > Process transactions.

If you receive an error message, refer to the import troubleshooting guide.

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