How to import transactions through csv

This article explains how to use Sidr Tax’s Import Transactions feature to upload sales data from a CSV file and create transactions for tax calculation.

Overview

Import Transactions accepts CSV files only. Each row represents one order line item. Sidr Tax imports the data, applies tax calculations, and records transactions in the account.

The upload process is designed for order-level imports. It supports optional ship-from address fields and uses default values when fields are omitted.

You can access the Import Transactions workflow through the Import Transactions page.

When the page opens, use the Import Transactions section to upload your CSV file.

Supported file formats

• CSV (.csv)

Before you begin

• File size must be under 10 MB.
• Each upload may contain a maximum of 500 rows.
• Your account must have a valid Sidr API data source configured. If you do not have one, click the Add Sidr API Data Connection button on the page to create it.
• If you omit the ship-from address fields, Sidr will use your business default origin address.
• If you omit Order Ship To Country Code, it defaults to US.

Step-by-step upload process

1. Open the Import Transactions page in Sidr Tax.
2. Verify that your account has a Sidr API data connection.

3. Download the spreadsheet template from the Import Transactions page. Use the Download Template button on the page.

4. Populate the spreadsheet with your order data.
5. Save the file as CSV.
6. Select the file and upload it.
7. Wait for the upload task to complete.
8. Review the Import Transactions task status and task details for success or error information.

Required columns

These columns are required for every imported row.

Order ID

• External order ID in your system.
• Maximum length: 64 characters.
• Required for every row.
• If missing, the row cannot be imported.
• Provide a unique order ID for each order to avoid duplicate imports.

Order Created Date

• The date and time the order was created.
• Example: 2/14/2025 2:10:05 PM or 02/01/2026
• Required to determine transaction date.

Order Ship To Street 1

• Destination street address line 1.

Order Ship To City

• Destination city.

Order Ship To State

• Destination state code.
• Use the 2-letter state abbreviation.

Order Ship To Postal Code

• Destination postal code.
• Example: 20001

Order Item Unit Price

• Unit price of the item or the total order amount when quantity equals 1.
• If you do not have line-item details, place the total order amount here and set Order Item Quantity to 1.

Optional columns and defaults

These columns are optional. If omitted, Sidr will use defaults where applicable.

Order Modified Date

• The date and time the order was modified.
• Example: 2/14/2025 2:10:05 PM or 02/01/2026
• Default behavior: if omitted, defaults to Order Created Date.

Order Ship From Street 1

• Origin street address line 1.
• Default behavior: if omitted, Sidr uses the business default origin address.

Order Ship From Street 2

• Origin street address line 2.
• Default behavior: if omitted, it is treated as empty.

Order Ship From City

• Origin city.
• Default behavior: uses the business default origin address if omitted.

Order Ship From State

• Origin state.
• Default behavior: uses the business default origin address if omitted.

Order Ship From Postal Code

• Origin postal code.
• Example: 20001
• Default behavior: uses the business default origin address if omitted.

Order Ship From Country Code

• Origin 2-letter country code.
• Example: US
• Default behavior: if omitted, uses the business default origin address or defaults to US.

Order Ship To Country Code

• Destination 2-letter country code.
• Example: US
• Default behavior: defaults to US if omitted.

Order Item Name

• Line item name.
• Default behavior: if omitted, defaults to an empty value.

Order Item Product Category

• Product category code for the line item.
• Default behavior: if omitted, defaults to c00000.
• Note: this spreadsheet import currently supports only c00000 (general physical goods).

Order Item Quantity

• Number of units sold.
• Default behavior: if omitted, defaults to 1.

Order Item Discount

• Discount amount applied to the line item.
• Default behavior: if omitted, defaults to 0.

Shipping Handling Amount

• Total shipping and handling amount for the order.
• Default behavior: if omitted, defaults to 0.

Tax Collected

• Total tax collected on the order.
• Optional field that may be included if available.

Column reference table

Notes on data quality

• Use valid dates for Order Created Date and Order Modified Date.
• Use 2-letter state abbreviations for state fields.
• Order Ship To Country Code and Order Ship From Country Code should use ISO 3166-1 alpha-2 codes.
• If Order Item Product Category is omitted, Sidr will assume c00000.
• If Order Item Quantity is omitted, Sidr will assume 1.
• Do not leave required fields blank.
• If the same order appears in multiple uploads without Order ID, duplicates may occur.

After upload

• Sidr creates an import task for the uploaded file.
• Data processing can take up to 15 minutes.
• You can view the task status on the Import Transactions page.

• If the task fails, review errors in the task details.
• If the task succeeds, transaction counts are displayed by month.
• Uploaded files are stored for reference in import history.

Troubleshooting

Common issues

Missing required fields

Ensure Order ID, Order Created Date, Order Ship To Street 1, Order Ship To City, Order Ship To State, Order Ship To Postal Code, and Order Item Unit Price are populated.

Incorrect date format

Use a valid date or date/time format such as 2/14/2025 2:10:05 PM or 02/01/2026.

Duplicate rows

Provide a unique Order ID when possible.

Missing origin address

Origin address fields are optional, but if omitted, Sidr will use the business default origin address.

If you see validation errors

1. Open the import task details.
2. Identify the first failed row.
3. Correct the row values in the spreadsheet.
4. Re-upload the file.

Best practices

• Include Order ID if available.
• Keep Order Item Product Category as c00000 for spreadsheet imports.
• Provide complete destination address fields for accurate tax calculation.
• Upload one file at a time.
• Keep row counts under 500.
• Use a consistent date/time format for all rows.

Updated on: 05/01/2026