Guidelines for the Full Information customer import template
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. |