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Transaction Data: CSV Uploads & How to Export Orders

When to use CSV uploads, the required column format, how to export from common systems, and marketplace-specific guidance.

If you're not using a direct integration with Zamp, you can provide transaction data via CSV. This article covers when to use CSV uploads, the required format, how to export from common systems, and answers to common questions.

When to use CSV uploads

Use CSV uploads when:

  • Your e-commerce platform doesn't have a direct Zamp integration

  • You have transactions from marketplaces (Amazon, Target, Walmart, etc.)

  • You need to provide historical data

  • You have offline or manual sales

Heads up: If you'd rather not handle CSV exports during onboarding and at the start of every month, we can do it for you. Contact your salesperson, onboarding specialist, or [email protected] to hand off this responsibility.

Zamp CSV template (column reference)

Use the table below as a reference when formatting your CSV. We can also provide an example file on request.

Refunds: For refund transactions, the following fields should have negative amounts: transactionShippingHandling, transactionSubtotal, transactionDiscount, transactionTax, and transactionTotal.

Column Name

Required?

Used for

Notes

transactionId

Yes

The ID for the transaction.

May also be referred to as an invoice ID, order ID, or similar.

transactionParentId

No

For refund transactions only. The ID for the original order transaction.

Helpful when available.

marketplace

No

The marketplace where the sale took place.

Supported values: AMAZON, META, TIKTOK, WALMART, TARGET_PLUS, ETSY, EBAY, MIRAKL, MACYS, ALIBABA. If not a marketplace sale, use FALSE.

wholesale

No

true, false, or blank to note if the order was sold to a wholesaler/reseller.

Defaults to false if blank.

transactionDiscount

No

The total discount for the order or refund.

Defaults to 0. Must be positive; cannot be a percentage.

transactionSubtotal

Yes

The combined total of the order or refund after the discount.

Should not include shipping, handling, or tax.

transactionShippingHandling

No

The combined shipping and handling cost.

Defaults to 0.

transactionTax

Yes

The total tax collected on an order, or refunded for a refund.

Defaults to 0.

transactionTotal

Yes

The total amount charged or refunded.

Should equal subtotal + shipping/handling + tax.

transactionDate

Yes

The date the order or refund occurred.

Example: 10/21/2024.

shipToAddress1

No

First line of the shipping address.

Recommended for accuracy.

shipToAddress2

No

Second line of the shipping address.

Examples: Suite 23, Apt 16.

shipToCity

No

The shipping city.

Required if shipToZip is not provided.

shipToState

Yes

The shipping state.

Required if shipToZip is not provided. Supports US states, PR, and Canadian provinces.

shipToZip

Yes

The shipping zip / postal code.

US: 12345 or 12345-6789. Canada: e.g., H1A 0A0.

shipToCountry

Yes

The shipping country.

Supports US and CA.

currency

Yes

The transaction's currency.

Defaults to USD if blank.

productTaxCode

No

A specific Zamp Tax Code for the transaction.

If blank, the product is assumed fully taxable.

Ship-to address requirements

For US transactions, the minimum required is the zip code, OR the city and state. For non-US transactions, the minimum required is the city and country (use a 2 or 3-character ISO country code). For physical products, use the shipping address. For digital, service, or non-physical products, use the billing address.

How to submit CSV files

  1. Email to support. Attach your CSV file to a message to [email protected].

  2. Include the period. Specify which month/period the data covers.

  3. Note the source. Tell us where the data came from (e.g., "Target January 2026").

Common CSV upload questions

"My CSV has different column names"

That's okay. Just let us know what each column represents and we'll map it correctly.

"I have multiple files"

You can send multiple files. Label each clearly with the source and period.

"Some transactions are missing tax"

If tax wasn't collected on certain transactions, include them anyway. We need the full picture to file accurate returns.

How to export orders from your system(s)

Zamp doesn't integrate with every e-commerce, invoicing, or bookkeeping platform, but we can process transactions from any system when they're imported via CSV.

Transactions versus line items

Most systems distinguish between transactions and line items. The relationship is one-to-many: a single transaction may have one or many line items. If your transactions can include multiple line items, you must list them individually (each on its own row). Otherwise we can't process the import.

Required columns for multi-line item exports

  • Transaction date. The date of sale.

  • Transaction/Order/Invoice ID. Needed to connect line items to the same order.

  • Ship-to state and Ship-to zip code.

  • Line item quantity and price. Quantity is the number of units; price is the unit price.

  • Line item and/or transaction discounts. Separate columns for transaction vs. line item.

  • Line item and/or transaction shipping & handling fees.

  • Transaction OR line item taxes.

  • Transaction total. Including price, discounts, shipping, and tax.

  • Channel. For marketplace-facilitated transactions, value of MARKETPLACE.

  • Purpose. For wholesale or resale transactions, value of RESALE.

Required columns for single line item exports

  • Transaction date, Ship-to state, Ship-to zip code

  • Transaction subtotal (before discounts, shipping, and taxes)

  • Transaction discounts, shipping & handling fees, tax

  • Transaction total (including discounts, shipping, and tax)

  • Channel. For marketplace-facilitated transactions, value of MARKETPLACE.

Marketplace-specific guidance

Amazon

  • Amazon remits tax directly in most states.

  • We still need transaction data for nexus tracking.

  • Download reports from Seller Central.

Target

  • Provide the Sales Tax by State report.

  • Include all transaction files for the period.

Walmart

  • Download the Tax Remittance Report.

  • Include transaction details.

Need help?

Questions about data uploads or exports? Reach out at [email protected].

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