State Profile Importer
- 04 May 2023
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State Profile Importer
- Updated on 04 May 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The State Profile Importer tool will help you to import State Profiles into the WineDirect platform efficiently. Follow the setup process to learn how to do this:
PC users: Excel files must be saved in .xls format (excel workbook).
Mac users: Excel files must be saved in .xlsx format (excel workbook)
Mac users: Excel files must be saved in .xlsx format (excel workbook)
Download Sample File
1. Navigate to Settings > Import/Export > State Profile Importer.
2. In the pop-up window, you can Download Sample File. This will properly have the correct formatting to import your State Profiles into WineDirect.
Fill Out the Sample File
Below is a table with all of the column headers that you will see and the information that should be input.
All headers must say the same in your spreadsheet as you have downloaded it. If you do not have any information to enter into a column, you leave the fields in the column blank but the column header in your sheet.
| StateCode | Two-character abbreviated state or province code. Example: California = CA, British Columbia = BC |
|---|---|
| CountryCode | Two-character abbreviated Country code. Options are: Canada = CA, United States = US, Australia: AU |
| OffSiteCompliance | OffSite means you are Licensed and Compliant to ship to this state from your winery or warehouse location. Example: Yes OR No |
| OnSiteCompliance | OnSite means you are Licensed and Compliant to sell to this state while your business is physically on location in the chosen state at the time of sale. Example: Yes OR No |
| WineTaxes | A Percentage of tax without the percentage sign. This includes Wine, Spirits, and Wine Products. Example: 8.25, 7.00, etc. |
| WineShippingIsTaxable | Yes OR No |
| Product Taxes | A Percentage of tax without the percentage sign on non-wine/alcoholic products. This includes Products, Event tickets, Gift cards, and Product Bundles/sets. Example: 8.25, 7.00, etc. |
| ProductShippingIsTaxable | Yes OR No |
Import State Profile Details
1. Once the data is complete in the sample file, you can then navigate back to Settings > Import/Export > State Profile Importer
2. Browse your computer for the saved file. Click Import.
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