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 CSV 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 CSV or a direct account connection by uploading a CSV 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 CSV files
1) Visit the Linked Accounts page and click on "Manage CSV Files."
2) On the next page, click "Upload CSV File."
3) Click "Browse" to select your file and "Upload File" to upload your CSV.
If you receive an error message that we were not able to import rows in your CSV, that means one or more of the values in your CSV 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:
**If the FROM_ values are not complete, your Reports will default first to the state's address if one entered; then, to the 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|| Plus feature: TaxJar Plus subscribers can denote exempt transactions via CSV upload for marketplace facilitators, wholesale or resale, or government or exempt entities.
*If you have a Basic account, please do not include this column.
You can download a Sample CSV from this page to see an example of the correct formatting.
Why did some of my Transactions fail to upload?
If you receive an error message that there were Failed Transactions in your CSV, you can find out why those rows did not successfully import by visiting your CSV 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 CSV 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.