Guidelines for the Basic Information customer import template
When to use the Basic Information customer template
In a basic template, each row contains that billing customer's details and a field for the state where their goods were shipped. If a billing customer ships goods to more than one state, duplicate that customer row and update the Shipping Customer State field.
Column | Column heading | Required? | Description |
---|---|---|---|
A | Billing Customer Number | Required |
A unique customer number. Exemptions are applied based on the customer number that you enter in CertCapture.This should generally match the customer number in your accounting or ERP system. |
B | Billing Customer Alternate ID | Optional |
An alternate ID for your own recordkeeping purposes. Alternate ID can't be used to exempt a customer that exists in two ERPs. In that situation, create a second customer record. |
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 |
Optional |
The customer's primary email address. Required for sending document requests via email. |
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 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 billing customer ships to multiple states, add a new row to your spreadsheet for each shipping state. |