Reference Value CSV Format

Use the Reference Value CSV file to import reference values for existing company reference lists. Reference value files may be used to create new records or update existing records, but cannot delete records. Imported reference values replace existing values; if you are updating records, make sure that the import record contains complete information.

For information about using CSV format files, see Best Practices for Importing Data with CSV Files.

Reference lists must already be created in ONESOURCE Indirect Tax Determination. For more information, see Reference Lists.

Reference Value File Format

For more information about formatting a CSV file, see Creating CSV Import Files.

SDITYPE=ReferenceValue

Column Name

Req?

Description

RefListName

Y

The list's name. Reference list names are case-sensitive.

RefListStartDate

Y

The date on which the reference list becomes active. Must be in
MM/DD/YYYY format.

Value

Y

The value to include in the selected list. The value is case-sensitive.

If you want to use dates in this field, use the YYYY-MM-DD format.

ValueStartDate

Y

The date (MM/DD/YYYY) on which the value is included on the reference list. This date should fall in the effective date range for the list or the value will not be used. See note below.

ValueEndDate

Optional

The date (MM/DD/YYYY) on which the value terminates membership in the selected list. If blank, the value will remain effective indefinitely. See note below.

Start and end dates for reference list values do not have to fall within the reference list start and end dates. For reference lists, values are valid only when they intersect the list start and end dates.

Example Reference Value File

This code sample uses the list and values from the MyHawaiianList example. Note that only the dates that fall within the reference list dates are valid.

  1. sdiType=ReferenceValue

  2. RefListName,RefListStartDate,Value,ValueStartDate,ValueEndDate

  3. MyHawaiianList,08/01/2008,Kapari,07/01/2008,

  4. MyHawaiianList,08/01/2008,Breadfruit,09/01/2008,

  5. MyHawaiianList,08/01/2008,Poi,06/01/2008,08/15/2008

In the MyHawaiianList reference list, the StartDate is 08/01/2008 and the EndDate is 08/31/2008. The values in the code sample are valid in the reference list, with the exceptions noted:

  • For Value = Kapari, ValueStartDate = 07/01/2008 (Starts before List Start Date. Valid only 08/01/2008 through 08/31/2008).
  • For Value = Breadfruit, ValueStartDate = 09/01/2008 (Starts after the List End Date. Will never be a valid value).
  • For Value = Poi, ValueStartDate = 06/01/2008,ValueEndDate = 08/15/2008 (Starts before List Start Date and ends before List End Date. Valid only 08/01/2008 through 08/15/2008).

Reference Value Import Prerequisites

  • Any company to which you want to import this data must already exist.
  • The reference list to update with new values must already exist, and your CSV must use the same start date as this existing list.

Reference Value Import Options

When importing reference values, the Import/Export Wizard prompts for:

  • Type (if not provided in the import file header)
  • Company Name