Prefer to watch a video walkthrough? — it covers the same 5 step process
Step 1: Get the template.
Download the simplified CSV template, or find it under Platforms and integrations → Spreadsheets and CSVs in the Help Center.
Tip: when you open the file, select all cells and widen the columns. Headers and data are much easier to read while you work.
Step 2: Review the template structure.
Each row represents one transaction, read left to right. For example, a row might represent:
• transactionId: 1234
• No marketplace, not a wholesale sale
• Subtotal $10.00, discount $2.00
• Shipping and handling $5.25, tax $1.00
• Total $16.25
• Date: 10/21/2024
• Shipped to an address in Austin, TX
Required fields.
Every row needs all nine of these. A file missing any of them will not import.
Optional fields.
Leave any of these blank and the import still works. Filling them in sharpens the result.
Ship-to address requirements.
U.S. transactions: The minimum is the ZIP code on its own, or the city and state together.
Non-U.S. transactions: The minimum is the city and the country, using a 2- or 3-character ISO country code.
Step 3: Copy your data over, column by column.
For each column, copy your source data, then use Paste Special → Values when pasting into the template. That strips any hidden formulas from your source file, so only the raw numbers and text carry over.
Working with a large dataset? Select the whole column, then hold Cmd on a Mac or Ctrl on Windows and click the header cell to deselect it. You copy the data without the header row.
Step 4: Save and convert to CSV.
• Once every column is filled in, save the file
• Convert it to CSV format
• Name it with identifying detail, such as CompanyName_FilingPeriod.csv
Step 5: Upload your file in Zamp.
• Log in to your Zamp account and go to the Integrations tab
• Find the CSV connection, marked with the green CSV icon
• Click Upload transactions, then Upload transactions again
• Drag and drop your file, or select it from your file manager
That's it — we'll take it from there. Once your file is in, we process the transactions and they'll appear in your Zamp dashboard.
Still have questions or need assistance? Reach out to [email protected] and we're always happy to help.
Download this full article here.