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When to use this — it's the 1st to the 7th of the month and HOST needs last month's sales; or a file in Import history says Checked. Not imported yet or Needs fixing; or a row says Submitted. Check your email for the result and you are waiting on that email.

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Before you start

• [ ] You're a Contributor or Manager on the organization (viewers don't see the Import Transactions page)
• [ ] The upload window is open — the Import Transactions page shows the Upload deadline strip counting down (once closed it shows Uploads reopen <date> and no Upload button; on the 8th or 9th a Buy extension button may be offered instead)
• [ ] Last month's transactions export as CSV or Excel, with a header row, under 200 MB — ideally laid out like the template
• [ ] Every row has a ship-to state, postal code and country
• [ ] You know your location codes (DEFAULT, the codes of your fulfillment locations on the Filings page, or AMZN / ETSY / WMT / EBAY for marketplace sales)

Steps

A. Upload and check the file

The Import Transactions page: the Upload button, the Upload deadline strip, and Import history with each file's status and step bar.

1. Sidebar → Compliance → Import Transactions → Upload. The wizard opens on How it works: read the four stages (you upload and map, HOST checks, you review and submit, HOST imports and emails the result), tick I understand that nothing is imported until I review and submit the checked file from Import history, and that only the email I receive after that confirms the import, and click I understand, choose a file.

The How it works step: the four stages and the acknowledgement box that unlocks the next step.

1. First time only: click Download the template and shape your export to match.
2. Drop your file on the box. The wizard moves to Origin. An amber Not done until you get our email notice sits above every step from here on.
3. Choose A location code on each row (your file has one) or One location for all rows (pick one code). Click Continue.
4. On Map your columns, match each column until the counter reads 8 of 8 required mapped (7 with a single location). Click Save current as and name it so next month is one click.
5. Click Upload and check (the line above it says it sends the file to be checked and does not import anything). You'll see "Uploaded. Not imported yet." with "We are checking the file. Next: review and submit it from Import history, then watch your email for the final result."

B. Review and submit

The review window: check the Summary by State totals, then submit.