Import Sales Tax Codes

Import Sales Tax Codes
Customers can import Sales Tax Codes, including changes to existing Sales Tax Codes, via the Customer Facing CSV Imports module in the Special Functions menu.


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You must first set up your Tax Codes in the following .csv format: 

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Once the .csv file has been created, the Customer Facing CSV Imports module can be accessed to perform the import. When you enter this module, the system will prompt a User Imports screen as follows:


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At the Choose Import (1) field, use the drop down arrow to select Tax Codes. You will then click the Select File to Import (2) button to locate the .csv file on your computer. Once the file is selected, click the Import button to continue.

At the top left of the screen above you will note a History option. When you click on this option, the system will prompt the following History screen:

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This screen provides history on each import. 
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