Contents
The “Ingest” page simplifies the data ingestion process, enabling you to upload CSV and/or JSONL files, identify any data formatting errors, and track the ingestion status of a file, without assistance from the Taxbit team.
We currently support the upload of the following file types to the Taxbit Dashboard. Please refer to the guides linked below for the supported templates for each:
Upload a File
Step 1: Select the relevant data type of the file you want to upload (i.e., Accounts, Transactions, Form Data), by clicking on the appropriate tile.
Please note: In some cases, there may be multiple templates for a given data type. Please select the specific template that you are looking to upload.
Step 2: Download the relevant Taxbit CSV template by selecting the type of template from the drop-down, then selecting the “Download Template” button on the right.
Your data must be organized according to this CSV template for successful ingestion into the Dashboard. Additionally, a guide is available for download to clarify the requirements for each column in the CSV template, which can be downloaded by selecting the “Follow the guide” link in the Upload File section.
Step 3: Next, to upload a file, either drag and drop it into the uploader or select “browse files” to select and upload the appropriate file. Then, initiate the upload by selecting “Upload File” from the bottom.
Please note the following:
- Only CSV or JSONL files are accepted (a JSONL file is only acceptable for Transaction data). All other file types (e.g., XLXS files) will be rejected.
- Only one file can be processed at a time, across all data types.
- An error message will alert you immediately if the headers included on your CSV file do not align with those in the relevant, acceptable template.
- You must remain on the Ingest page of the Taxbit Dashboard until the upload is complete, which is indicated by the file's appearance in the file history table at the bottom of the screen with a status of “Validating”.
Validation & Review
After your file is uploaded, it will undergo a thorough validation process to verify that all fields are correctly formatted and meet Taxbit's system requirements. Throughout this period, you may see the following statuses reflected under the Status column:
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Validating
- The file is being validated for any errors before ingesting.
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Invalid
- All of the rows in the file had an error that would prevent ingestion. Please refer to the template guides outlined in the first section to correct before attempting to ingest the file again.
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Contact Support
- There was a problem during the validation. Please contact our support team via this online support form or via the in-app widget, with the name of your organization and the file that caused the error, and we will investigate further.
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Needs Review
- The validations have completed, and the file is ready for the user to review and “Approve” or “Reject” the file to be ingested by selecting the three dots on the right side of the file, then selecting “Review File” (see the “Reviewing the File” section outlined below).
Step 4: Once the file has been validated and is in a state of "Needs Review", you’ll need to choose if you’d like to approve or reject the ingestion. To review the validations, select the three dots on the right side of the file and Download Summary Reports. The summary reports will include the following:
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Error & Warnings Details
- The detailed report offers a line-by-line breakdown of errors and warnings encountered during validation. This report will only be available after validation if errors and/or warnings are identified in your data.
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Error & Warnings Summary
- The summary report gives an overview/count of the errors and warnings detected. This report will only be available after validation if errors and/or warnings are identified in your data.
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New Records
- The New Records report provides a list of IDs that do not currently exist in Taxbit’s system and will be created if the file is approved.
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Updated Records
- The Updated Records report provides a list of IDs that already exist in Taxbit’s system and will be updated (i.e., overwritten) if the file is approved.
Approve or Reject
Once you’ve reviewed the summary reports, please follow the steps below to either “Approve” or “Reject” the file for ingestion:
Step 5: Select the three dots to the right of the file.
Step 6: Select “Review File”.
Step 7: Review the next window to ensure the number of rows of data you intend to ingest
Step 8: Select “Approve File” to ingest all Valid data. Or select “Reject File” to reject the entire file from ingesting.
Once you’ve reviewed the file, the status will update to one of the following:
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Processing
- The file has been approved and is in the process of being ingested into the Dashboard. Once processing has finished, the file will move to a status of Complete.
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Rejected
- The file has been rejected and will not be ingested into the Dashboard.
Other Available Options
Download File
Select this button to download the ingested file from the Dashboard to your device.
Edit Description
From here, you can edit the file "Description" to include any important information/information about that particular file as needed. This will appear under the "Description" column next to the associated file on the Ingest page.
Remove
For any files with the status of “Invalid” or “Rejected”, a button will appear at the bottom of this box to remove the file, as it will not be ingested.