Import configuration into ONESOURCE Determination
Upload a filled-in template. Everything is validated against your tenant first - nothing is written until you confirm.
Step 1 · Sign in to ONESOURCE
The import runs as you, using your Determination roles. You will be sent to the ONESOURCE login and returned here.
What gets checked Applied to every row, before anything is written
- Company External ID must exist in your tenant.
- Every certificate must point at a valid customer - either a row in the Customers sheet or a customer already in Determination.
- Exempt Reason must be configured for that company.
- Dates must parse, and expiry cannot precede the effective date.
- Partial exemptions need a percentage or an amount; amounts need a currency.
- Existing customers and certificates are updated rather than duplicated.
Codes and full names are both accepted: FL or FLORIDA, US or UNITED STATES.