Importing Tax Codes From Microsoft Excel

Tax codes can be used on most contract administration and procurement features. Below are steps on how to import these codes from Microsoft Excel.

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Login to Corecon as an Admin.
2. Click Settings (Gear Icon) at the top of the Main Menu.
3. Click Company Settings | Taxation.
4. Click the 'Import Tax Codes From Excel' link at the top.
5. Click the 'Choose Files' button to select the Microsoft Excel import file.
6. After selecting the file, the tax codes and rates will be imported.

Microsoft Excel Import Sample

• Tax Codes Example

Tax Code Fields (1st Row):