You can upload a group of transactions in bulk using the file upload feature. The file must use the CSV format.
The file must include the following columns:
- Transaction ID
- Order Date
- Transaction Value
- Currency Code
- Transaction Type
Evidence is prioritized as follows:
- Billing country
- IP address
- Credit Card BIN
- Payment method country
- Other commercially relevant information
The following table list all the possible columns or fields. Mandatory fields are denoted by an asterisk:
This ID must be unique except when a transaction is refunded. In this case, you must list the sale before the refund.
This is the transaction date. The quarter that the transaction is settled in is based on this date.
The total transaction value. To create a placeholder transaction for a subscription, enter 0.00.
The three letter code that represents the transaction currency.
Credit Card Bank Identification Number (BIN)
The first 6 digits of the credit card number that identifies the issuer of the card.
Payment Method Country
If this is provided, it is used instead of the BIN. For example, you can derive this value from the PayPal sender country.
IPv4 dotted or IPv6 colon
The consumer's IP address when they made the purchase.
The customer's billing country.
Other Commercially Relevant Information
Any other information about customer's country that was provided.
default or e-book or /e-newspaper
The product type as defined by Taxamo. This is set to default if not provided.
Sale or Refund
Indicates whether the transaction was a sale or refund.
The name of the buyer. This value can be wrapped in double quotation marks. For example "John R. Smith".
The name of the street where the buyer lives. This value can be wrapped in double quotes. For example "17th Avenue".
The number of the building where the buyer lives. This value can be wrapped in double quotes. For example "1 / 3".
Further details for the buyer's address. This value can be wrapped in double quotes. For example "Apartment no. 90".
The buyer's city. This value can be wrapped in double quotes. For example "Colorado Springs".
The buyer's postal code. This value can be wrapped in double quotes. For example "V3M 3B5".
Two-letter code representing the region, where applicable.
The description of the product.
Buyer's Tax Number
This is the buyer's tax number and is used for Business-to-Business validation.
The buyer's email address.
To download an example file, open the dashboard and go to Transactions > Upload. Click Download example file.
To upload the file, complete the following steps:
- Log on to the dashboard and go to Transactions > Upload.
- The Block file processing if transactions with non-matching evidence are found. checkbox is selected by default. We recommend that you do not change this.
If you want to accept all transactions even where conflicting evidence exists, choose the Accept all transactions, even those with non-matching evidence. Evidence with the highest priority will be used. checkbox.
If you want to flag transactions with conflicting evidence without accepting them, choose the Flag transactions with non-matching evidence, but create transactions where the collected evidence matches. checkbox.
- Click Choose File and select your CSV file.
- Click Submit for processing.
The report is available under the Recent uploads section.
Updated 3 months ago