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CSV import

CSV format for lookup list values

Use the lookup list value CSV file to import lookup list values for existing company lookup lists.
Lookup lists must already be created in Determination.
Lookup value files may be used to create new records or update existing records but can't delete records. Imported lookup list values replace existing values. If you're updating records, make sure that the import record contains complete information.
The Lookup list to update with new values must already exist, and your CSV must use the same start date as this existing list.

Lookup list value format

SDITYPE=REFERENCEVALUE
Column name
Required
Description
RefListName
Y
The list's name. Lookup list names are case-sensitive.
RefListStartDate
Y
The date on which the lookup list becomes active. Must be in MM/DD/YYYY format.
Value
Y
The value to include in the selected list. The value's case-sensitive. If you want to use dates in this field, use the YYYY-MM-DD format.
ValueStartDate
Y
The date (MM/DD/YYYY) on which the value's included on the lookup list. This date should fall in the effective date range for the list or the value won't be used.
ValueEndDate
Optional
The date (MM/DD/YYYY) on which the value terminates membership in the selected list. If blank, the value will remain effective indefinitely.

Sample lookup list value file

This code sample uses the list and values from the MyHawaiianList example. Note that only the dates that fall within the lookup list dates are valid.


sdiType=ReferenceValue,,,,


RefListName,RefListStartDate,Value,ValueStartDate,ValueEndDate


MyHawaiianList,08/01/2024,Kapari,07/01/2024,


MyHawaiianList,08/01/2024,Breadfruit,09/01/2024,


MyHawaiianList,08/01/2024,Poi,06/01/2020,08/15/2024

The values in the code sample are valid in the lookup list, with these exceptions noted:
  • For Value = Kapari, ValueStartDate = 07/01/2024 (Starts before list start date. Valid only 08/01/2024 through 08/31/2024).
  • For Value = Breadfruit, ValueStartDate = 09/01/2024 (Starts after the List End Date. Will never be a valid value).
  • For Value = Poi, ValueStartDate = 06/01/2024,ValueEndDate = 08/15/2024 (Starts before List Start Date and ends before List End Date. Valid only 08/01/2024 through 08/15/2024).

This article applies to:

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