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CSV import

Create CSV files to import data

A quick method to insert data for specific needs without having to manually enter each line of data by importing CSV files. These files can be used to supply data, such as lookup list values, to reduce the number of rule qualifiers and TransEditors you need, and mappings from your ERP's (enterprise resource planning) source codes to Determination by importing commodity codes (U.S.) and product codes (International).
You can create a CSV import file using these 2 methods:
  • Create the file in a spreadsheet
  • Create the file in a text editor, such as Notepad.

Create the file in a spreadsheet

This table shows how to format a spreadsheet for import. You can save the spreadsheet as a CSV file.
Import format for csv spreadsheet sdiType=ProductCategories
ProductPath
Description
CommodityCode
Office Supplies
Office Supplies
OW1111
Office Supplies.Paper
Paper
OS2222
Office Supplies.Paper.Recycled
Recycled Paper
N/A
Office Supplies.Paper.Photo
Photo Paper
N/A
Office Supplies.Paper.Glossy
Glossy Paper
N/A
Office Supplies.Furniture
Office Furniture
OF1234
Office Supplies.Furniture.Desks
Desks
N/A
Office Supplies.Furniture.Chairs
Chairs
N/A

Create the file in a text editor

You can use any text editor, just ensure to use the correct formatting to prevent an import error.
To get started, copy this code sample into a text editor and replace the values with your own data.
tip
Make sure to represent each column name in the header and separate columns from one another by a comma in the data, even if the field doesn't have a value.
This sample shows a product categories import with 8 products. Notice that some rows don't have a value in the CommodityCode column, but include a comma as a placeholder.


sdiType=ProductCategories,,


ProductPath,Description,CommodityCode


Office Supplies,Office Supplies,OS1111


Office Supplies.Paper,Paper,OS2222


Office Supplies.Paper.Recycled,Recylced Paper,


Office Supplies.Paper.Photo,Photo Paper,


Office Supplies.Paper.Glossy,Glossy Paper,


Office Supplies.Furniture,Office Furniture,OF1234


Office Supplies.Furniture.Desks,Desks,


Office Supplies.Furniture.Chairs,Chairs,

Additional notes
  • The import type for this sample is
    sdiType=ProductCategories
    , with 3 column headers ProductPath, Description, an optional column CommodityCode, and 2 commas represent additional columns.
  • The next lines contain the data to import. Each column has its own requirements for the values you can enter, including data type, size, and order.
  • Blank spaces at the end of lines, as well as blank rows, may cause all or part of an import to fail.

This article applies to:

  • Product: ONESOURCE Determination,ONESOURCE Indirect Tax
  • Subject: Import