Exporting/Importing Tax Rate Information

This allows you to do a mass update of all your tax rates. If the tax rate is new to Fishbowl then it will be added. If the tax rate already exists then it will be updated. This is especially useful if you need to inactive or modify a large number of tax rates. First export the tax rate information, open the file in a spreadsheet program to make the changes, and then import the file back into Fishbowl.

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

When the tax rate data is Exported it will be formatted according to the table below. If you are Importing the data file must be formatted according to the table below.

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
Numeric - A decimal number greater than or equal to zero with up to four digits after the decimal point. The number must not have thousands' separators in it - 1234.56 is a valid number, while 1,234.56 is not.

Fields of a Tax Rate file.

Column Name	Type	Description
TaxName	Text (31 chars)	The name of the tax rate. *Required*
TaxCode	Text (5 chars)	The tax code for the tax rate. *Required*
Description	Text (256 chars)	A description of the tax rate.
TaxType	Text	The type of the tax rate. Options are: "Percentage" or "Flat Rate" If no tax type is specified it will default to Percentage.
Rate	Numeric	The rate of the tax. This is used for the Percentage type. *Required*
Amount	Numeric	The amount of the tax. This is used for the Flat Rate type. *Required*
TaxAgencyName	Text (41 chars)	The name of the Tax Agency. *Required*
DefaultFlag	Text (5 chars)	Indicates whether or not the tax rate should be the default. Possible values are: "true" or "false" *Required*
ActiveFlag	Text (5 chars)	Indicates whether or not the tax rate is active. Possible values are: "true" or "false" *Required*

The file must contain column names in the first row, using the column names in the table above.