Introduction
Anrok integrates with your billing system to understand your nexus and exposure based on US sales tax and global VAT laws. If you do not have an Anrok-compatible billing system or need to supplement those transactions with additional data, you can manually upload transactions for tax calculation and filing purposes.
The Anrok backfill template, can be used to import your transaction information into Anrok — and comes prefilled with sample data. Some values are mandatory, whereas some fields can be left blank (all columns must be present, though, for the file upload format).
Tip 
To maintain a definitive report of your global tax estimates, review whether there is any missing or incorrect data that could compromise the accuracy of your data. Additionally, we recommend only inputting a max of 50,000 rows of data per historical backfill file.
Backfill template fields
These are the mandatory and optional values when completing a transaction backfill. The column headers must be present for all fields.
| Mandatory fields |
Optional fields |
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transaction_id — The invoice number or billing system transaction ID that relates to each invoice or transaction. If you're uploading transactions that originated in a billing system that's connected to Anrok, you should format this field to match the integration source.
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date — The date of the transaction. This allows Anrok to apply the relevant tax calculation and present other time-based data to you in the app.
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product_id — The product IDs for the item sold, which should match the product IDs on your Anrok instance and your billing system. This allows Anrok to understand which tax configuration needs to be applied to the transaction.
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amount — The revenue generated from each transaction. Negative amounts may be included for credit memos/notes, refunds, etc. following this format: -$XXX.XX.
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currency_code — The 3-letter currency code in which the transaction was billed.
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customer_address_state — The abbreviation of the state the transaction took place.
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customer_address_zip — The 5-digit or 9-digit (XXXXX-XXXX) zip code of the transaction.
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customer_address_country — The country where the transaction took place.
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customer_id — The ID of the customer associated with the transaction (Note: ampersands, question marks, parentheses, and other special characters are not supported). You can include the billing system prefix to ensure that billing system transactions for this customer are all associated with the same customer record.
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customer_name — The name of the customer. This should be included if customer_id is present and the customer is not already in Anrok.
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customer_address_line1 — The street address for the transaction.
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customer_address_city — The city for the transaction.
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customer_vrns — The customer provided VAT ID associated with the transaction. If multiple VAT IDs are applicable, please include all of them separated by a comma.
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Note 
If your invoice contains multiple line items, each line item should be a separate row in your data file with the same transaction_id
Once you've imported transactions into Anrok, any missing, malformed, or unsupported information will result in an error. See Resolve errors detected in a historical backfill.
