Step 5: Import ECCN codes, tax groups, and tax types

Learn how to import ECCN codes, tax groups, and tax types.

You need to upload the ECCN codes, tax groups, and tax types and assign them to product families in Salesforce before you update the Product Sync.

Note that the ECCN codes, tax groups, and tax types provided in these files do not represent a complete list. However, it's enough to get you started.

Download the Approved-ECCN-Codes.csv and TaxGroup_TaxTypes.csv and save them to your computer.

The UploadECCN_Script and UploadTaxGroup_Script contain dummy values. You can use the test values or populate them with real values for testing purposes. These files are not used in production. You can use these scripts to test a specific scenario where you need to figure out the tax group, tax type, and ECCN code for a specific product.

Download the following ZIP files, extract the UploadECCN_Script and UploadTaxGroup_Script files, and save them to your computer.

Step 5a: Import ECCN codes

To import the ECCN codes:

  1. Click Setup and select Setup from the dropdown list.

  2. Type data import wizard in the Quick Find field and press Enter.

  3. Click Data Import Wizard.

  4. Scroll down and click Launch Wizard! The Launch Wizard appears.

  5. Click the Custom objects tab.

  6. Scroll down and click Digital River ECCN Lookups.

  7. Scroll up and click Add new records.

  8. Locate the Approved-ECCN-Codes.csv and drag it to Drag CSV file here to upload and drop it.

  9. Click Next. The file has been auto-mapped to existing Salesforce fields.

  10. Click Map associated with the "Classification Code", select DR Classification Code, and then click Map.

  11. Click Map associated with the Description, select DR Description, and then click Map.

  12. Click Map associated with the Notes, select DR Notes, and then click Map.

  13. Click Next.

  14. Review your import information and click Start Import. The import should start successfully.

  15. Click OK. When the import completes, you will receive an email.

Step 5b: Import tax groups and tax types

To import tax groups and tax types:

  1. Click Data Import Wizard.

  2. Click Launch Wizard! The Launch Wizard appears.

  3. Click the Custom objects tab.

  4. Scroll down and click Digital River Tax code Lookups.

  5. Scroll up and click Add new records.

  6. Locate the TaxGroup_TaxTypes.csv and drag it to Drag CSV file here to upload and drop it.

  7. Click Next. The file has been auto-mapped to existing Salesforce fields.

  8. Click Map associated with the TAXGROUP, select DR TAXGROUP, and then click Map.

  9. Click Map associated with the TAXTYPE, select DR TAXTYPE, and then click Map.

  10. Click Map associated with the SABRIXCODE, select DR SABRIXCODE, and then click Map.

  11. Click Map associated with the UNSPSC, select DR UNSPSC, and then click Map.

  12. Click Next.

  13. Review your import information and click Start Import. The import should start successfully.

  14. Click OK. When the import completes, you will receive an email.

Step 5c: Import the ECCN and tax group scripts

This step is only required for development purposes. The UploadECCN_Script and UploadTaxGroup_Script contain dummy values. You can use the test values or populate them with real values.

You need the UploadECCN_Script and UploadTaxGroup_Script files for this task.

To import the ECCN and Tax group scripts:

  1. From Salesforce B2B, click Setup and select Developer Console. The Developer Console opens.

  2. Click Debug and select Open Execute Anonymous Window. The Enter Apex Code dialog appears.

  3. Locate and open the UploadECCN_Script.

  4. Copy the contents of the UploadECCN_Script, paste it in the Enter Apex Code dialog, and click Execute. You should see a Success status in the Logs tab.

  5. Locate and open the UploadTaxGroup_Script.

  6. Copy the contents of the UploadTaxGroup_Script, paste it in the Enter Apex Code dialog, and click Execute. You should see a Success status in the Logs tab.

Step 5d: Assign tax and ECCNs to products

Assign the tax group, tax type, and ECCNs to products in Salesforce B2B.

Complete this task before you update the product sync settings with Digital River.

  1. Click App Launcher .

  2. Type CC Products in the Search apps and items field.

  3. Click CC Products.

  4. Under the Product Name column, click the link for the product you want to update or click New to create a new product.

  5. Click Edit.

  6. Scroll down to DR ECCN and provide a valid ECCN value in the DR ECCN field.

  7. Select the appropriate tax group from the DR TAXGROUP dropdown list.

  8. Select the appropriate tax type from the DR TAXTYPE dropdown list.

  9. Click Save.

  10. Repeat steps 4 through 9 for each additional product.