Tips and FAQs for Uploading your CSV File
If you're having trouble uploading your CSV, here are some frequent troubleshooting tips:
- I changed the headers and checked the format but still can't upload my CSV
- Can I include extra columns in the headers
- What's included in the total_sale value? (sales_tax, shipping, handling and discounts explained)
- What should be the values for Refund, Date, Provider, Transaction and Order ID
- In the sample CSV, what does the column "provider" refer to?
- What are the definitions for the values and which are required?
- How can I find out what failed to upload?
- Do I need the names of my customers?
- Why would information such as the "Reported Date" change for a CSV transaction?
- Can I leave out the zip-code in a transaction?
I changed the headers and checked the format but still can't upload my CSV.
- You can follow the instructions here to be sure that you correctly updated the headers in your CSV file.
- Please match the letter case found for each Header in our Template. We recommend copying and pasting the Header row directly into your CSV file.
Can I include extra columns in the headers?
- No, the header columns should only be the ones listed in our sample CSV. Currently, your CSV file must match the title and order exactly.
Is Sales Tax Included? Shipping? Handling? Discounts?
- The total_sales column does not include sales_tax.
- The total_sales column should include any shipping_amount, handling_amount, and discount_amount.
- shipping_amount, handling_amount, and discount_amount should all be positive values and are not factored into the "Order Total"
- Here's a sample screenshot of how you can enter in the data and how it displays in TaxJar under Transaction Details:
What should be the values of each field?
- Please be sure that all values for "refunds" are negative and that all values for "orders" are positive.
- Please note that transaction_type is either "order" or "refund"
- The date format should follow one of the following:
- 2019-01-21 11:23:56 UTC
- 2019-01-24 15:48:38 -8:00
- The order_id should be unique and can be alphanumeric. As we show here, re-using the same order_id will over-write an existing order.
In the sample CSV, what does the column "provider" refer to?
- The provider refers to the cart where the sale took place. For example; "amazon", "ebay", "paypal" etc. (make sure any official integrations are all listed in lower case.)
- You can also create your own provider name such as "my store" or "cash" for transactions that did not originate from an integrated cart.
Some of my transactions failed to upload. How can I find out what the problem was?
- If any of your transactions fail to import, you can see the reason by clicking the number under "Failed Transactions" on your CSV Imports page.
- Doing this will download a CSV file containing a new column which explains why the transaction failed.
- You can edit the errors in this new file in order to re-import the transactions, but be sure to delete the errors column otherwise the CSV will not upload successfully.
- Also, be sure that you do not upload any empty rows since they will also fail to upload.
What if I don't have the customer names? Can I still upload the transactions?
- Yes, as you can see here when you download the sample CSV, there are certain values that can be left blank and your CSV will still upload successfully.
Why would information such as the "Reported Date" change for a CSV transaction?
- Did you update the CSV using the method we mention here?
- Please note that updating a transaction after you've recorded a payment in a previous period (and locked the report) will change the "Reported Date" to the date that your updated the transaction.
Can I leave out the zipcode in a transaction
- Although your transaction will upload without a zip code, we highly recommend using the zip code field to increase the accuracy of your reports.