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Troubleshooting Tax Mapping CSV Import Issues in Webgility Desktop : County Field Errors and Duplicate Entries

This article helps Webgility Desktop users resolve issues encountered when importing tax mapping data. Common problems include blank county fields and duplicate entries caused by multiple cities sharing the same county. The guide provides steps to validate the CSV import process and county data to ensure accurate order posting.

Overview

This article guides you through resolving issues with importing tax mapping data into Webgility Desktop. Common problems include blank county fields and duplicate entries caused by multiple cities sharing the same county. These errors affect order posting accuracy and require careful validation of the CSV import process and county data list.

Common Issues

  • Blank county fields after import
  • Duplicate entries for cities within the same county
  • Incorrect order posting due to mapping errors

Step-by-Step Resolution

1. Review the Import Process

  • Review the CSV tax mapping file.
  • Confirm the format: Ensure each row contains city and county fields, with no missing values.
  • Open the CSV in a spreadsheet tool (Excel, Google Sheets) for easier comparison.

2. Identify Problematic Entries

  • Use filters or sort by County and City to check for:
    • Blank County fields
    • Multiple City entries assigned to the same County
    • Exact duplicate rows

3. Clean and Verify the CSV Data

  • Remove blanks: Fill in any missing County values by cross-referencing with an authoritative county list for the state.
  • Deduplicate: Remove exact duplicate entries. If multiple cities correctly share a county, ensure only distinct rows remain (no duplicates of both City and County).
  • Standardize names: Verify consistent spelling and formatting for counties and cities throughout the file.

4. Update the Reference County List

  • If counties are missing in the customer’s mapping, update the reference list used for validation.
  • Check and add newly discovered counties or correct errors in the county list.

5. Import the Cleaned CSV into Webgility

  • Follow Webgility’s standard import procedure:
    1. Log into the Webgility desktop application.
    2. Navigate to Connections > Accounting/POS/ERP > Sync Settings > Sales Tax.
    3. Select the cleaned CSV file and begin import.
    4. Review the post-import orders for errors or skipped rows.

6. Verify and Test

  • Confirm that all county fields now import correctly and there are no duplicate mappings.
  • Post a test order to ensure tax calculation and order posting function as expected.

7. Document Changes

      • Save a backup of the corrected CSV for future reference.
      • Document any updates made to the county list or mappings.
      • Maintain an up-to-date county and tax mapping list to avoid repeat issues.