Company CSV Format

Use the Companies CSV format to upload new companies into Determination. Use the following guidelines when creating a Companies import file:

The Company CSV can only be used to insert new companies, not to update existing company records in Determination.
If you are adding a new company that has a parent, the parent company must already exist in Determination.
If the company you are adding does not have a parent, then insert Top Level Company in the ParentCompany field.
Do not insert values for the Provider, Owner, and Group columns if they refer to the company that you are inserting. For example, if you are importing the Acme company, and the Acme company will be the TransEditor Group Owner, then leave that owner field blank and the import process will supply this value for you. However, if your company is a child, and you are referring to a parent company for a particular Provider, Owner, or Group, then you must insert the value in the CSV.
If you attempt to create a new Parent company using CSV import, avoid including default US Exempt Reason and default INTL Exempt Reasons.The exempt reason elements are successful only if the following apply:
- The new company being created is a Child of a Parent company that already exists.
- The Parent company already has at least one exempt reason.
- The default settings for both US and INTL Exempt Reasons have been established.
- The Exempt Certificate Customer Group Owner for the Child company is the Parent company.

For information about using CSV format files, see Best Practices for Importing Data with CSV Files.

Company File Format

SDITYPE=Companies
Column Name	Format	Req?	Description
ParentCompany	varchar2(100)	Y	Name of parent company. If this is a top-level company and does not have a parent, enter Top Level Company. (This is case-sensitive.)
CompanyName	varchar2(100)	Y	Name of company.
Active	varchar2(1)	Y	Flag to indicate if the company is active. Valid values are Y and N.
Type	varchar2(1)	Y	Indicates whether company is internal or external. Valid values are I and E.
ShortName	varchar2(10)	Y	Company short name.
LegalEntityName	varchar2(200)	N	Legal entity name.
ExternalId	varchar2(200)	N	The name by which the company is referred to in the calling business applications.
HomeMenuUrl	varchar2(200)	N	Home page URL.
UsesB2b	varchar2(1)	N	Flag to indicate if company uses B2B. Valid values are Y and N.
B2bAutoCreateCompanies	varchar2(1)	N	Indicates if B2B companies should be automatically created. Valid values are Y and N.
B2bAutoCreatedCompanyParent	varchar2(100)	N	Parent of B2B auto-created company.
B2bUseParentCompanyPreferences	varchar2(1)	N	Indicates if B2B parent company preferences should be used. Valid values are Y and N.
UsesExemptionCerts	varchar2(1)	N	Indicates if company uses exemption certificates. Valid values are Y and N.
EcAutoCreateExemptionCerts	varchar2(1)	N	Indicates if exemption certificates should be automatically created. Valid values are Y and N.
EcAutoCreateCustomers	varchar2(1)	N	Indicates if customers should be automatically created. Valid values are Y and N.
EcExemptTemporaryCertificateTransactions	varchar2(1)	N	Indicates if temporary certificates are applied to the affected invoice's tax calculations. Valid values are Y and N.
EcActiveExemptCertCustomerGroupOwner	varchar2(100)	N	Active exemption certificate customer group owner.
EcActiveExemptCertCustomerGroup	varchar2(100)	N	Active exemption certificate customer group.
EcDefaultExemptionCertificateStatus	varchar2(1)	N	Default Exemption Certificate Status. Valid values are: A: Approved I: In Review T: Temporary U: Unapproved
EcDefaultDaysValid	NUMBER	N	Default number of days an exemption certificate is valid.
EcDefaultUsExemptReason	varchar2(2)	N	This is the exemption reason Short Code.
EcDefaultIntlExemptReason	varchar2(2)	N	This is the exemption reason Short Code.
ProductMappingGroupOwner	varchar2(100)	N	Product mapping group owner.
ProductMappingGroup	varchar2(100)	N	Product mapping group.
RegistrationGroupOwner	varchar2(100)	N	Registration group owner.
RegistrationGroup	varchar2(100)	N	Registration group.
UsProductGroup	varchar2(100)	N	US product group.
IntlProductGroup	varchar2(100)	N	International product.
UsTaxDataProvider	varchar2(100)	N	US tax data provider.
UsCustomDataProvider	varchar2(100)	N	US custom data provider.
UsEstablishedAuthorityDataProvider	varchar2(100)	N	US established authority data provider.
UsCurrencyExchangeProvider	varchar2(100)	N	US currency exchange provider.
IntlTaxDataProvider	varchar2(100)	N	International tax data provider.
IntlCustomDataProvider	varchar2(100)	N	International custom data provider.
IntlEstablishedAuthorityDataProvider	varchar2(100)	N	International established authority data provider.
IntlCurrencyExchangeProvider	varchar2(100)	N	International currency exchange provider.
MessageThresholdPreference	NUMBER	N	Message threshold preference. Valid values are: 0: Informational 1: Warning 2: Severe
XmlOutputGroupOwner	varchar2(100)	N	XML output group owner.
XmlOutputGroup	varchar2(100)	N	XML output group.
TransEditorGroupOwner	varchar2(100)	N	TransEditor group owner.
TransEditorGroup	varchar2(100)	N	TransEditor group.
AllocationGroupOwner	varchar2(100)	N	Allocation group owner.
AllocationGroup	varchar2(100)	N	Allocation group.

Company CSV File Example

This example specifies one company with its parent.

sdiType=Company
ParentCompany,CompanyName,Active,Type,ShortName,LegalEntityName
MainCo,Acme,Y,I,Acme,Acme

Note that the format of a CSV file is case-specific. For more information about formatting a CSV file, see Creating CSV Import Files.

Import/Export Wizard Steps

The following screens appear as you import your company CSV:

Import File Information: Click Next if this is your desired file.
Confirm Import: Click Next to begin the import.