Customer License CSV Format
Customer licenses are used when ONESOURCE Indirect Tax Determination company processes a sales transaction in which the buyer maintains an applicable license. Each Customer Licenses CSV file contains licenses associated with customers in a single customer group for a single company.
You must import license types before you import licenses that reference the license types.
For information about using CSV format files, see Best Practices for Importing Data with CSV Files.
Customer License File Format
|
SDITYPE=CustomerLicense |
|||
|---|---|---|---|
|
Column Name |
Format |
Req? |
Description |
|
LicenseTypeName |
varchar2(100) |
Y |
The name of the license type to which this license is associated. If blank, an error is reported. |
|
LicenseTypeStartDate |
mm/dd/yyyy |
Y |
The start date for the license type. Must be the exact date as the start of the license type. If blank, an error is reported. |
|
CustomerName |
varchar2(100) |
Y |
The name of the customer owning the license. If blank, an error is reported. |
|
CustomerNumber |
varchar2(100) |
Y |
The customer number associated with the customer name. If blank, an error is reported. |
|
StartDate |
date |
Y |
The start date for the license. If blank, an error is reported. |
|
EndDate |
date |
N |
The end date for the license. |
|
LicenseNumber |
varchar2(100) |
N |
A license number associated with this license. |
|
LicenseURL |
varchar2(1000) |
N |
A URL where an image of this license may be viewed. |
|
TemporaryLicenseFlag |
varchar2(1) |
N |
Indicates whether this license is (Y) or is not (N) a temporary license. |
|
ExternalId |
varchar2(100) |
N |
An external identifier used to uniquely identify this license in your ERP system. |
Customer License File Example
This file includes two licenses.
-
sdiType=CustomerLicense
-
LicenseTypeName,LicenseTypeStartDate,CustomerName,CustomerNumber,
StartDate,EndDate, LicenseNumber,LicenseURL,TemporaryLicenseFlag,
ExternalId -
Organic Farmer,01/02/2012,Aurora Agricultural,12367,01/02/2012,12
/31/2012,22,,N -
Organic Farmer,01/02/2012,Sequoia Horticultural,96273,01/02/2012,
,99,,N
For more information about formatting a CSV file, see Creating CSV Import Files.
Updating an Existing Customer License
You can update a customer license by including data in the LicenseTypeName, LicenseTypeStartDate, CustomerName, CustomerNumber, StartDate, and LicenseNumber columns to match a license and then modifying additional columns as needed.
Customer Licenses File Import Prerequisites
You must create the desired company into which you want to import licenses, as well as the associated license types, customer groups, and customers, before running the Import/Export Wizard.
Customer Licenses File Import Options
When importing a customer license file, the Wizard prompts for:
- Company Selection: Select the desired company.
- Customer Group Selection:: Select the desired customer group.