# Upload RMA

The **Upload RMA** module streamlines the process of creating and managing RMAs in bulk. This enhancement allows users to **upload multiple RMAs** using a structured **CSV file**, improving efficiency and accuracy in the returns process.

This module **supports only the creation of Direct RMAs**, enabling businesses to quickly process return requests from customers while maintaining seamless integration with existing RMA workflows.

You can upload the commission rule using the steps mentioned below:

* Upload the latest CSV template.
* Copy the transfer funds details into the template.
* Upload the template.

{% hint style="info" %}
To upload transfer funds, go to **Menu > Utilities > Data Import > Upload RMA**
{% endhint %}

### Uploading the template

* Go to the "**Batch Upload RMA**" module.
* Click on the "**Download Template**" option.

### Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (\*\*) prefix.

Below are some points to be noted when entering the data into the template.

* The file must be a CSV (Comma-separated values) file. The name of your file must end with .csv.
* Make sure you don’t change any column headings from row 1 in the template; these are needed for the file to import correctly.
* All date fields will accept the MM-DD-YYYY format.

<figure><img src="/files/tZbZB9QamlgvHOrbwxjP" alt=""><figcaption></figcaption></figure>

#### Upload RMA fields

<table><thead><tr><th width="206">Field</th><th>Description</th></tr></thead><tbody><tr><td>**ThirdPartyRefNo</td><td>This field shows the reference number for third-party tracking.</td></tr><tr><td>ThirdPartySource</td><td>This field displays the third party associated with the return request.</td></tr><tr><td>ThirdPartyDisplayName</td><td>This field shows the display name of the third party associated with the return request.</td></tr><tr><td>ThirdPartyIconUrl</td><td>This field specifies the URL for the icon label of the associated third party.</td></tr><tr><td>ThirdPartyNotes</td><td>This field shows any additional notes added for the third party.</td></tr><tr><td>**StoreCode</td><td>Identifies the store associated with the return request.</td></tr><tr><td>**CustomerName</td><td>This field specifies the customer initiating the return.</td></tr><tr><td>**CurrencyCode</td><td>This field specifies the currency in which the return is being processed.</td></tr><tr><td>CustomerMainPhone</td><td>This field displays the main phone number of the customer.</td></tr><tr><td>CustomerEmailMain</td><td>This field shows the main email address of the customer.</td></tr><tr><td>**TxnDate</td><td>This field allows you to specify the date of the return.</td></tr><tr><td>RefNo</td><td>This field allows you to enter any reference number associated with the return.</td></tr><tr><td>**ExchangeRate</td><td>This field allows you to input the conversion rate for transactions in multiple currencies.</td></tr><tr><td>**AccntReceivableName</td><td>This field allows you to enter the account receivable details linked to the return.</td></tr><tr><td>SalesRepFullName</td><td>This field allows you to specify the sales rep associated with the return.</td></tr><tr><td>ProjectClassName</td><td>This field allows you to specify the project name associated with the </td></tr><tr><td>OrderTypeName</td><td>This field allows you to input the order type.</td></tr><tr><td>BrandName</td><td>This field allows you to specify the brand associated with the return.</td></tr><tr><td>**ItemNumber</td><td>This field allows you to enter the unique identifier of the item being returned.</td></tr><tr><td>**Qty</td><td>This field allows you to enter the units of the item being returned.</td></tr><tr><td>Amount</td><td>This field allows you to specify the amount of the item being returned.</td></tr><tr><td>TaxCodeName</td><td>This field allows you to specify the tax code to be applied.</td></tr><tr><td>**ReturnNotes</td><td>This field allows you to add any additional notes or reasons for the return.</td></tr><tr><td>Memo</td><td>This field allows you to specify any details associated with the return.</td></tr><tr><td>ImportError</td><td>If there any errors from an upload, they will be listed in this column.</td></tr><tr><td>Custom Fields</td><td>The custom fields allows you to specify the custom field details associated with the return.</td></tr></tbody></table>

### Uploading the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

* Click Browse to select the saved CSV template file.
* After the file has been selected, click **Upload** to start importing.
* While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar. After the import has been completed, the result will be displayed with the message for success.
* Transfer funds will only get uploaded into the system if there are no errors in the file. If there are errors in the file, a pop-up will reflect the errors in the file. You can fix the errors in the **original file,** and upload it back into Xoro.


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