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CRS - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the CRS Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created prior to ingesting Form Data. There should typically be a single row for each Account in the template.
Please note: For more information on all of the CRS data requirements, please refer to this guide: CARF/CRS - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Currency Code | currency_code | Enum | USD |
| Interest | interest | Positive Number | 1000.00 |
| Dividends | dividends | Positive Number | 1000.00 |
| Gross Proceeds | gross_proceeds | Positive Number | 1000.00 |
| Other Income | other_income | Positive Number | 1000.00 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| currency_code | Supported Fiat Currencies |
Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.