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Download the customer and exemption certificate data error file - ECM Essentials

This article applies to:AvaTax

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We're currently migrating AvaTax Exemptions customers to our new exemption certificate management product, Avalara Exemption Certificate Management (ECM) Essentials.

If you've found this page and the instructions don't match your experience, find the help you need for AvaTax Exemptions in the AvaTax user guide.

Avalara creates an error file if any errors occur while you import customer and exemption certificate data

Steps

  1. If there are any issues importing a file of your customer and certificate data, a message displays indicating that some or all of the information in the file could not be imported.
  2. Select Download Error File (.XLSX) to download the error file spreadsheet.
  3. Open the file.
  4. Review the error messages in column W, Reason for Failure.

After you've corrected any issues with the file, import it again.

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