How to Upload Transactions via CSV

This guide walks through how to utilize the template linked below to add your transactions to the TaxCloud product. Following these steps ensures your transactions are processed successfully.

Template

csv-upload-template.xlsx 9390

Step-by-Step Instructions

1. Download the Transaction Upload template.

2. Complete the template using the transaction details you have available.

3. Navigate to Upload Center in the side nav and select Upload Transactions, or select the Upload > Upload CSV button on the Transactions page.

   

4. Select the Connection you’d like to upload your transactions to, and select Next.

   

5. Click on the What data do you want to upload? component and select the file you’d like to upload (or drag and drop your file into the light blue area).

   

6. Review & make any necessary adjustments.

7. Select Import. You will automatically be redirected to the Upload Center page.

8. Watch as your transactions are processed — you will see a spinner in the Status column and the total number of processed rows gaining incrementally.

   

9. Click on the three dots menu for an upload to:

   • View Uploaded Transactions on the Transactions page
   • Download Full CSV (complete report)
   • Download Rows Containing Errors (when available)

10. If some rows failed, review the failed line items by clicking on the warning icon. Adjust and re-upload.

Using the Upload Center (review past uploads and download reports)

The Upload Center keeps a history of all transaction files you’ve uploaded, including their upload date, status, and the number of items processed.

1. From the main dashboard, click Upload Center in the left-hand navigation menu.
2. Review the list of previously uploaded transaction files.
3. To download a report, click the three-dot menu for the upload:
   • If the status is Success, select Download Full CSV.
   • If the status is Processing Error, select Download Rows Containing Errors to isolate issues (or Download Full CSV to download the entire file).
4. To start a new upload from the Upload Center, click Upload Transactions in the top-right corner, choose the correct Connection in the Select Connection pop-up, and click Next.

Required Fields

Each row in the template represents a line item of an order. You must provide all fields marked as Required.

Tips & Important Notes

• Additional Error Checks
  • No duplicate cart index values per OrderID
  • A return is identified with a negative quantity value (not a negative price) and must reference the original OrderID & CartItemIndex
  • Returns must come at the bottom of an order or in a separate file
  • Leaving CartItemTIC empty will result in the application of the selected Integration’s default TIC

For importing assistance, contact TaxCloud Support. Failure to upload within TaxCloud’s assigned term may result in late data/amendment fees (Exhibit A of the Terms of Service).