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Guidelines for the Full Information customer import template

This article applies to:CertCapture

When to use the Full Information customer template

In a full template, each row contains a billing customer's details and corresponding shipping customer's details, so you'll need more information for both. If the billing customer has multiple shipping addresses, duplicate that customer row and update the shipping details. Don't forget about the shipping customer number!

For more information on the relationship between billing and shipping customers in CertCapture, check out Understand Bill To and Ship To in CertCapture.

Column Column heading Required? Description
A Billing Customer Number Required

A unique customer number. This should match the customer number in your accounting or ERP system.

B Billing Customer Alternate ID Optional An alternate ID for your own recordkeeping purposes.
C Billing Customer FEIN Optional federal employee identification number
D Billing Customer Name 1 Required

The customer's name.

E Billing Customer Name 2 Optional Merged with Name 1.
F Billing Customer Attn Name Optional Attn Name used in cover letter template tags.
G Billing Customer Address 1 Required

Line 1 of the customer's address.

All address information should identify the customer’s primary business address. This can't be blank.

H Billing Customer Address 2 Optional

Line 2 of the customer's address.

I Billing Customer City Required Customer's city.
J Billing Customer State Required The two-letter abbreviation of the customer's state, province, or territory.
K Billing Customer Country Required

The two-character country abbreviation for the customer.

US = United States

CA = Canada

L Billing Customer Zip

Required

Customer's zip or postal code.

M Billing Customer Phone Optional

Customer's phone number.

 

N Billing Customer Fax Optional Customer's fax number.
O Billing Customer Email

Required

The customer's primary email address. Required for sending document requests.
P Billing Customer Contact

Optional

A separate contact name if it differs from Customer Name 1. Used in cover letter template tags.
Q

Shipping Customer Number

Required A unique customer number. This should match the customer number in your accounting or ERP system.
R Shipping Customer Alternate ID Optional An alternate ID for your own recordkeeping purposes.
S Shipping Customer FEIN Optional federal employee identification number
T Shipping Customer Name 1 Required The customer's name, or the name as it appears on their exemption certificates.
U Shipping Customer Name 2 Optional Merged with Name 1.
V Shipping Customer Attn Name Optional Attn Name used in cover letter template tags.
W Shipping Customer Address 1 Required

Line 1 of the customer's address as listed on an exemption document.

All address information should identify the customer’s primary business address. This can't be blank.

X Shipping Customer Address 2 Optional

Line 2 of the customer's address. 

Y Shipping Customer City Required Customer's city as listed on an exemption document.
Z Shipping Customer State Required

The two-letter abbreviation of the state, province, or territory that issued the exemption certificate.

You can't add more than one state to this field. If your shipping customer has resides in multiple states, add a new row to your spreadsheet for each shipping destination.

AA Shipping Customer Country Required

The two-letter abbreviation for the customer's country as listed on their exemption document.

US = United States

CA = Canada

AB Shipping Customer Zip Required Customer's Zip or Postal code.
AC Shipping Customer Phone Optional Customer's phone number.
AD Shipping Customer Fax Optional Customer's fax number.
AE Shipping Customer Email Required The customer's primary email address. Required for sending document requests.
AF Shipping Customer Contact Optional A separate contact name if it differs from Customer Name 1. Used in cover letter template tags.
AG Last Transaction Date Optional

The date of the latest exempt transaction.

Must be formatted YYYY-MM-DD.

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