Import or Edit Transactions with a CSV
In this article
How do I upload or import data?
- If you have sales from e-commerce platforms (or a brick and mortar store) outside of our direct integrations, you can import them using a spreadsheet file HERE. (You'll need an active TaxJar subscription to access this link.)
How can I edit or fix my transactions?
You can edit details for transactions previously imported via spreadsheet or a direct account connection by uploading a spreadsheet with the details you'd like displayed in TaxJar for the order(s) you need to edit.
- We discuss how to do this in more detail here.
How to upload spreadsheet files
1) Visit the Linked Accounts page and click on "Upload a CSV" or "Manage CSV Files"
2) If you clicked on "Upload a CSV", then proceed to the next step. If you clicked on "Manage CSV Files", you will now see all your previous imports. On this page, click "Upload Spreadsheet".
3) Click "Choose File" to select your file and "Upload spreadsheet" to upload your spreadsheet.
If you receive an error message that we were not able to import rows in your spreadsheet, that means one or more of the values in your spreadsheet is not formatted to match the values our system will accept in an import.
To resolve this error and make sure your import is successful, we offer the following definitions for the requested values:
TaxJar accepts two spreadsheet formats: CSV and XLSX. The older XLS format is not accepted.
We support Windows 1252, ISO-8859-1, UTF-8, UTF-16, and UTF-32 encodings, but please prefer UTF-8 encoding to avoid any garbled text. Excel 2007 and later will save XLSX files as UTF-8 by default. If you're exporting CSV, then Excel will save it as Windows 1252 encoding. All other software should prefer to encode CSVs in UTF-8 to avoid any ingestion issues. If you don't know what any of this means, don't worry about it, and let us know if you see any ingestion issues and we'll be happy to help.
If the from_* values are not complete, your reports will default to the state's address if one is entered; if not, then it will default to your business profile address (if you're a remote seller).
Please use lowercase to map to known providers (ie: “ebay” and “amazon”)
If the sale is conducted in-store or via an unsupported platform, then any unique keyword can be input: (ie: mycart, instore, popupshop, cash).
|order_id|| Required. Alphanumeric.
Re-using the same order_id will over-write the previous order!
|transaction_type|| Recommended: Empty defaults to “Order”
Accepts “Order” or “Refund”.
All values for "refunds" are negative and that all values for "orders" are positive.
|transaction_reference_id|| Link refunds to the original order by filling in the order’s transaction_id here.
Requirement: Needs rows with
|completed_at|| Required. Please use the ISO-8601 format in either Date or DateTime (YYYY-MM-DD).
Cannot be in a future year. Other date formats can be used, however, ISO-8601 will always be parsed correctly.
|shiptostate|| Required. Use 2-letter or 3-letter codes. (eg: NY, NC)
|shiptozip|| Required if US address
|shiptocountrycode||Required. Use 2-letter country codes (eg: US, CA)|
|from_state|| Recommended. Use 2-letter codes (eg: NY, NC)
Use 2-letter country codes (eg: US, CA)
|total_sale|| This amount should be the subtotal (item price * quantity) + handling + shipping - discount.
For example if you sold 2 items for $5, shipped for $2 with a $0.50 discount, then the total_sale would be (2 * $5) + $2 - $0.50 = $11.50
|exemption_type|| You can denote exempt transactions via spreadsheet upload for marketplace facilitators, wholesale or resale, or government or exempt entities.
Why did some of my Transactions fail to upload?
If you receive an error message that there were Failed Transactions in your spreadsheet, you can find out why those rows did not successfully import by visiting your Spreadsheet Imports page.
- Click the number in the "Failed Rows" column for the file that you just tried to import:
This will allow you to download a spreadsheet with an additional column titled "errors" that will show you the reason the Transaction did not upload:
To fix the file and import the Failed Transactions:
- Use the information in the 'errors' column to correct each of the Failed Transaction details according to our guidelines above.
- Delete the "errors" column and upload the file again.