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Upload a custom import template

If your business application allows you to easily export your transaction information to a spreadsheet, use the spreadsheet format to create a custom import template in Avalara Consumer Use. You can then directly import transactions to Avalara Consumer Use using your existing file format.

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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

Review the format of the Avalara Consumer Use custom import type template

Custom template example.png

The spreadsheet includes the following columns:

  • ACUField: Field name in Avalara Consumer Use. Do not change the text in this column.
  • TemplateField: Enter the field name from your data feed or business application export that maps to the ACUField.
    For example, in the image above the InvoiceNumber field an business application export maps to the DocCode field in Avalara Consumer Use. When you upload a file with an InvoiceNumber column, Avalara Consumer Use knows that this is the same as the DocCode.
  • Required: This indicates if the field is required when importing.
    For example, the DocCode, DocDate, VendorCode, TaxableAmount, and TotalTax fields in the image above are required when importing. All other fields are optional.
  • DefaultValue: This indicates the default value for a field when no value is provided.
    For example, in the image above the Cost Center field is set to default to Accounting when the import doesn't specify a different cost center.
  • Notes: This column includes any notes that might be helpful for users when they're preparing an import file.


  1. In Avalara Consumer Use, go to Transactions > Import.
  2. Go to Set up templates tab. The Set up import templates screen appears.
  3. Click Download import template and map columns to Avalara fields to download the template as a CSV file.
  4. Open the downloaded file and prepare a template.
    1. Enter the field names from your business application export in the TemplateField column. 
      • If you leave the TemplateField field blank for a row, it will not be included in your finished custom template.
      • If the field name from your business application export matches the ACUField name, enter it in TemplateField for the row.
      • You must enter a TemplateField value for the following fields:
        • DocCode
        • DocDate
        • VendorCode
        • TaxableAmount
        • DestAddress
        • DestPostalCode
        • OrigAddress
        • OrigPostalCode
    2. Optionally, adjust the fields that are required by changing the value in the Required column.
      • Fields labeled True are required. Imports without values in these fields result in an error.
      • If you want to make a field required, change this to True.
      • Fields that are set to True in the original template can't be changed to False.
    3. Optionally, set a default value for a field in the DefaultValue column.
      This value is used only when a different value isn't specified in the import.
    4. Optionally, use the Notes field to add any information that might be helpful for users when they're preparing an import file.
      You can download a copy of the template definitions file later to view these notes.
  5. Save the file.
  6. On the Set up import templates screen in Avalara Consumer Use, select or enter the Template name.
    Select an existing template name from the drop-down list if you want to replace an existing custom import template. Otherwise, enter a new name.
  7. Select the Template effective date.
    • When using a custom import template, the transaction document date must be later than the template effective date.
    • You can also use the template effective date to create multiple iterations of the same import type.
  8. 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.
  9. Download the template definition file and a blank copy of the new import template.
    1. Go to Import tab.
    2. Select your custom import type from the Template.
    3. Click the download icon to the left of the custom import template name to download a blank copy of the template.
    4. Click the download icon to the left of the Import Type Definition link to download a definition file, which tells you which columns are required and includes any notes you entered.

You can now use the custom import template to import transactions.

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