Data Dictionary
Customer Exemption Import Template
Overview
The Customer Exemption Import Template is a powerful tool that enables you to efficiently upload exemption details for your customers into the system. This user-friendly feature streamlines the process of managing exemption information, allowing you to input specific details such as the reason for exemption, code, and descriptive information for your customers. The template includes effective date fields for temporal control over exemption periods, and the Source Field Name and Value provide flexibility in documenting the source of exemption details. By leveraging this template, you can ensure accurate and comprehensive exemption management for your customers within the system.
Download Template: Customer Exemption Import Template
File Type: csv
Detail Record
The record below shows the various fields within the record. Each field is linked within the data dictionary which provides additional information including field constraints as well as allowed values.
| Display Name | Field Name | Field Type |
|---|---|---|
| Exemption Id | ExemptionId | string |
| Customer Number | CustomerNumber | string |
| Authority Id | AuthorityId | integer |
| Geocode | Geocode | string |
| Start Effective Date | StartEffectiveDate | date |
| End Effective Date | EndEffectiveDate | date |
| Transaction Type SKU Code | TransTypeSkuCode | string |
| Reason | Reason | string |
| Exemption Code | ExemptionCode | string |
| Exempt Reason Description | ExemptReasonDesc | string |
| Source Field Name | SourceFieldName | string |
| Source Field Value | SourceFieldValue | string |