Guidelines for the Full Information customer import template

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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. 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. If you're using CertCapture with AvaTax, make sure to use the same customer number format you see on transactions in AvaTax.
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	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 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. If you're using CertCapture with AvaTax, make sure to use the same customer number format you see on transactions in AvaTax.
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.