Import Sales Tax Profiles

Lime Light CRM allows you to import Sales Tax profiles in a CSV formatted text file with the following input fields.  The Sales Tax Profile can be uploaded under the Import Queue located within Insights > Import/Export Data.

The import Sales Tax Profile includes the profile name, profile description, country, state, state tax,county, city, local sales tax,shipping or billing, apply to shipping, and profile active.  If a required item is not properly formatted or blank, the import process will skip that record and it will not be processed.

 

Field Name Format Values Comments
profile_name  String 50 characters  The full name of the tax profile to appear within the interface  Required
profile_description  String 255 characters  The description to appear on the tax profile  Required
country  US  US Only  Required
state  String 2 characters  Two-letter state abbreviation used by USPS  Required
state_tax  Numeric  The state tax percentage amount to be charged.  Enter 0 for no state tax to be charged.  Required
county  String 50 characters  The county that is applicable to your sales tax profile  Optional
city  String 50 characters  The city that is applicable to your sales tax profile  Optional
local_sales_tax  Numeric  The local sales tax percentage amount to be charged  Required
shipping_or_billing  shipping or billing  shipping or billing only  Required
apply_to_shipping

 1 for YES

0 for NO

 Specify whether or not your sales tax profile will also tax the shipping amount of a customers order  Required
profile_active

 1 for YES

0 for NO

 Specify if the profile should be created as active or not  Required

 

The CSV template to import Sales Tax Profiles can be found below: