Log into the Taxdoo dashboard and click on CSV upload (beta) in the left-hand menu bar. On the new page, click on the button Select file. A dialogue window will open where you can select the desired file. The upload automatically begins after you select the file.
In the bottom section of the page, you can see whether the upload was successful and if so, how many transactions were uploaded. You can also find an overview of past uploads here.
A file may contain a maximum of 1,000 transactions. If the number of inserted transactions is lower than the number contained in the file, this can be due to two reasons:
- The transaction was already uploaded at an earlier time.
- The transaction comprises multiple, identical item positions which were not distinguishably separated from one another. You can differentiate between otherwise identical item positions using channelItemPosition or sourceItemPosition by entering serial numbers in these columns, for example.
If the upload was unsuccessful, you'll see the attributable errors. The number in the square brackets tells you which row is affected. In the example below, the fourth and fifth row of the file contain errors ( refers to the header).