Assigning Location Sales Taxes via Bulk Import
Discovery's Bulk Import option facilitates the rapid attachment of Sales Taxes to Locations, provided all necessary data is organized into an Import template file*. All Import template files are included in a single downloadable file available for download on the Bulk Imports page under Settings.
Import Template Fields
The provided Import template file (sales_taxes_locations.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.
- sales_tax_id | Generated upon Sales Tax creation**.
- location_id | Generated upon Location creation.
Once all Sales Tax Location records have been added, upload the Import template file using the New button on the Bulk Imports page under Settings. For more on how to do this, please visit the Bulk Imports Overview help document.
*Import file name and its column headers cannot be edited.
**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. ID values can be retrieved via Custom Reports. See: [Exporting IDs via Custom Reports].
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.