Switch
How to move TDR reporting off a spreadsheet (and into TDR Prep)
If each month starts with copying invoice lines into a workbook, or into SRP’s Excel upload template, the switch is short: the spreadsheet is already yours and already holds the columns TDR Prep reads. Save it as CSV, match its columns once, map each item once, and the next month starts from the export instead of the copying.
What you own
What you already have
The workbook is your file, on your machine. There is no vendor to ask and no export to request; every month you have kept is already in a form you can save as CSV.
The file you last uploaded to SRP is your record of what was reported for that month. Keep it where it is. The months already in SRP stay there; switching changes how the next month is prepared, not what was reported before.
Step one
Getting the spreadsheet ready
- Open the workbook you build the month in, or the export it is filled from.
- Keep one header row at the top, one invoice line per row, and no totals or blank rows inside the data.
- Save the sheet as CSV. A workbook file is not read; a CSV of the same sheet is.
- Start with the earliest month you have not reported, because SRP takes reports in chronological order.
Step two
Bringing it into TDR Prep
Add the contract
Enter the MAS contract number and the month its reporting starts. The number is stored without dashes, the way SRP expects it.
Drop the CSV and match its columns
Match each column to the field it holds: order number, description, SKU, quantity, unit price, total, dates. The match is remembered against that source, so next month’s file needs none.
Map each item once
Give each SKU its SIN, unit of measure, and manufacturer and part number, or mark it as a service. The mapping is applied every month after.
Fix the lines SRP would reject
Every line is checked against the SRP file rules. A failing line reads "SRP will reject this because" and names the field.
Download the file, then upload and certify in SRP
The finished file goes to SRP from your own sign-in, within 30 days after the month ends. You upload and certify there.
Carries over
What carries over, and what does not
The sales lines carry over: they are what the CSV holds. The item details in your workbook do not carry over on their own. If a column already holds the part number or the unit, keep it in the export; the catalog step still asks you to confirm each SKU once.
Formulas, tabs and color coding stay behind in the workbook. TDR Prep keeps an archive of each month’s file and the lines behind it instead, and a lapsed subscriber keeps read and export access to that archive and to the catalog mapping.
Before you stop
Before you stop using a spreadsheet
- Keep the workbook and every file you uploaded to SRP. They are the record of the months already reported.
- Note which month is the last one reported on each contract, so the first import is the month after it.
- Run one month in both, if you want proof before you switch. Once it opens, the import, the mapping and the check are free with no card.
Pricing
What it costs
TDR Prep plans: Starter $99/month: up to 1 contract and 250 reported lines a month; Standard $149/month: up to 3 contracts and 1,000 reported lines a month; Plus $249/month: up to 10 contracts and 5,000 reported lines a month. Import, mapping and validation are free with no card.
Questions
Frequently asked questions
Can I upload the SRP Excel template I already use?
Save the sheet as CSV and drop that. TDR Prep reads CSV, matches the columns once, and remembers them.
Do I have to re-enter months already reported?
No. Months already in SRP stay there. Start from the first month you have not reported yet.
Does TDR Prep connect to SRP?
No. TDR Prep has no connection to SRP. The contract holder uploads each month and certifies it in the portal.
Sources
Where these facts come from
- SRP user manual — report data by file upload
File upload for many orders or lines; reports go in chronological order and an upload with an unreported earlier month is rejected.
- SRP — frequently asked questions
The reporting methods SRP offers: form entry, file upload, and EDI/API.
- GSA — Transactional Data Reporting
Monthly TDR reporting through SRP for every MAS SIN since Refresh 31; reports due within 30 days after month end.
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