Exemption Certificate Zones CSV Format

This type of import enables you to specify the zones to which your exemption certificates apply. The Exemption Certificate Zones import file applies only to any existing certificates: those you created in Determination, or those you uploaded with the Import/Export Wizard. Once you import this data, you can then add authority-level data (if desired) within Determination.

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

Since CSV uploads for Exemption Certificates, Exemption Certificate Zones, and Customers share many columns, you can reduce errors by copying columns that are common to each of these imports.

US and Non-US Exemption Certificate Zones Files

The sdiType value changes depending on whether the file contains US zones or Non-US zones.

  • For US zones, use sdiType=ExemptionCertificateZones-US.
  • For non-US zones, use sdiType=ExemptionCertificateZones-INTL.

In both cases, the file format is the same; only the valid values in the ZoneName column are different.

Exemption Certificate Zones File Format

SDITYPE=ExemptionCertificateZones-US and ExemptionCertificateZones-INTL

Column Name

Format

Req?

Description

ZoneName

varchar2(100)

Y

A Zone to which the certificate applies.

  • For US imports, a full state name (not an abbreviation).
  • For non-US imports, a Country. EU countries must be prefaced with EU, for example, EU.FRANCE.

Multiple zones can be specified by submitting multiple lines in the input file. See the example below for more information.

If blank, causes an error.

Exempt

varchar2(1)

Y

The full exempt status in this zone. Overrides the setting for the certificate in this zone only. Valid values are Y and N.

If blank, defaults to None.

CustomerName

varchar2(100)

Y

Customer name. Must map to an existing customer. If blank, causes an error.

CustomerNumber

varchar2(100)

Y

Customer number. Must map to an existing customer. If blank, causes an error.

ExemptReasonCode

varchar2(2)

Y

If present on the specified certificate, the exempt reason short code. Must map to an existing exempt reason.

Always include the ExemptReasonCode header, even if you do not include a value.

CertificateNumber

varchar2(100)

Y

Certificate number. Must map to an existing certificate. If blank, causes an error.

ValidFromDate

mm/dd/yyyy

Y

The first date on which the certificate is valid. If blank, causes an error.

Exemption Certificate Zones File Example

The following example adds zone data to a single certificate in three zones.

Even if the certificate does not specify an exempt reason, you must still include the ExemptReasonCode header.

You would leave the value blank, as shown in the following lines.

  1. sdiType=ExemptionCertificateZones-US

  2. ZoneName,Exempt,CustomerName,CustomerNumber,ExemptReasonCode,Cert
    ificateNumber,ValidFromDate

  3. WASHINGTON,N,Aurora Forest Products,589247,,199A,03/05/2007

  4. CALIFORNIA,N,Aurora Forest Products,589247,,199A,03/05/2007

  5. IDAHO,N,Aurora Forest Products,589247,,199A,03/05/2007

For more information about formatting a CSV file, see Creating CSV Import Files.

Updating an Existing Exemption Certificate Zone Record

You can update an exemption certificate zone record by including data to match an existing record in all columns except Exempt. In other words, the only value that can be updated for a particular record is the Exempt value.

Exemption Certificate Zones Import Prerequisites

In order, you must create in advance: authority types, and authorities.

You also need to create any desired target companies, customer groups, customers, certificates, and exempt reasons before importing exemption certificates with the Import/Export Wizard.

Exemption Certificate Zones Import Options

When importing exemption certificate zone data, the Import/Export Wizard prompts for:

  • Company Selection: Select the desired company.
  • Customer Group Selection: Select the desired customer group belonging to the company you selected above.