Importing Taxes
You can import tax rates into Fuze Store POS to set up or update your tax configuration in bulk. This is useful when migrating from another system or adding new tax rules.
Step-by-Step Guide
- Open the app drawer.
- Go to Configurations.
- Under Data Management, tap Import.
- Choose the matching data type on the type grid.
- Optionally tap Download template for a CSV starter (your live export).
- Upload a CSV, XLS, or XLSX file, review the preview, then confirm Import.
Field Reference
Here are the columns in the Taxes import file:
| Field | Description | Required | Possible Values | Example |
|---|---|---|---|---|
| id | UUID identifier for the tax. Leave empty to create a new entry. | 123e4567-e89b-12d3-a456-426614174000 | ||
| name | Name of the tax. | Yes | General VAT | |
| description | A short note about the tax. | General VAT of the Philippines | ||
| is_active | Whether the tax is active. Defaults to YES if empty. | YES, NO | YES | |
| rate_type | Whether the rate is a percentage or a fixed per-item amount. | Yes | FIXED, PERCENTAGE | PERCENTAGE |
| rate | The tax rate value. For PERCENTAGE this is a percent (0–100); for FIXED it is an amount per item in your store currency. | Yes | 12 | |
| currency | ISO currency code for the tax. | Yes | ISO Currency Code | PHP |
| country | ISO country code the tax applies to. | Yes | ISO Country Code | PH |
Tips
- Review your data before importing to avoid errors.
- Download a sample export file first if you are unsure about formatting.
- Use descriptive names so you can identify each tax quickly.
- Keep your tax structure organized and review it regularly.
Edge cases
- All or nothing. Every row is checked before anything is saved. One bad row stops the whole import and nothing is saved. The app lists each problem as Row 2: … and names the column.
- How a row is matched. A row matches an existing record by its id first, then by its name. A row that matches is updated, and every other row is added. A row with none of these is always added, so running a hand-made file twice makes duplicates. Export first and edit that file to update safely.
- Spreadsheet formats. You can upload .csv, .xls, or .xlsx. The file is read by what it really is, so a damaged or unreadable spreadsheet is refused as a bad format. A CSV with a single column has no separators and is refused as not being a spreadsheet, so add a second column or save it as .xlsx.
- Headers matter, not order. Extra columns are ignored. YES/NO and other fixed values accept any letter case, and blank cells fall back to the default for that column.
- Starter and up. Import is not on the free Basic plan. It needs Store Settings · Import, and Download template also needs Store Settings · Export.
- Taxes are plan-gated. Attaching tax rules to items needs Tax on your plan.
- Rate rules. A percentage rate is 0 to 100. A fixed rate is an amount per item in your store currency.
Works with
| Add-on or plan | What changes |
|---|---|
| Basic plan | Import and export are locked. |
| Starter and up | Taxes and import are available. |