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Overview

The CSV Upload method allows you to bulk upload transactions, such as invoices, refunds, or credit notes, into the Antei platform. This is ideal for companies that manage transaction data in spreadsheets or export it from ERPs without real-time integration. Bulk uploads are immediately processed through our tax engine, and validation feedback is available in real-time — making it easy to reconcile and fix issues.

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Functionality Overview

This module supports:
  • Uploading structured transaction data via a simple CSV file
  • Validating and auto-mapping fields using our built-in registry
  • Handling multi-country tax scenarios including exemptions and reverse charge
  • Reviewing upload results with immediate feedback on errors, warnings, and tax classification

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Steps to Use

  1. Navigate to Compliance → Transactions in your Antei account.
  2. Click Upload CSV and download the standard CSV template.
  3. Fill the template with your transaction data.
  4. Upload the file.
  5. Review validation results — errors, warnings, and success states.
  6. Fix any errors and re-upload as needed.
  7. Once validated, transactions are ingested and available for further actions.

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Required Format

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Validation Rules

  • transaction_date must be in YYYY-MM-DD format
  • product_category and delivery_method must match predefined codes
  • amount must be a positive number
  • If contact_tax_id is provided, it will be validated against official registries if the country supports it
  • Transactions with missing or invalid fields will not be processed

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Advanced Features

  • Auto-mapping: If column names do not match exactly, our system attempts intelligent field mapping based on field types and past uploads.
  • Version history: All uploads are versioned and can be rolled back or reviewed.
  • Merge & Replace: Users can choose whether to append data or overwrite previous uploads.

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Pro Tips & FAR

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FAQs