Add or convert multiple exemptions

Once a complete exemption has been saved, it can't be deleted from CertManager and the customer, reason for exemption, and state fields can't be edited. The customer number can't be edited after at least one exemption has been associated with it. If you marked a parent's exemption as inherited, this can't be undone either.

Using the bulk exemption upload template

  1. On the Exemptions page, click Upload.
  2. Select Adding new exemptions, then click Next.
  3. Click Download template to download the bulk exemption upload template.

    CertManager 13.5 has a new bulk exemption upload template to support exemptions without certificate images. You must use this new template to bulk upload exemptions as previous versions of the template will not work.
  4. Open the exemption-template.xlsx file that was downloaded to your computer. Follow the instructions in the template to enter your exemption information, then save your changes.
    • (New in 13.5) To convert certificates that are already in CertManager into exemptions, enter the names of the certificate PDFs in the File Name column. To add exemptions without certificates, leave this column blank.
    • If the exemption is a local exemption, enter the TJID for the local jurisdiction in the Jurisdiction column. A list of local TJIDs for each applicable state (TJIDs.xlsx) is included at the end of this article.
    • If you have a parent exemption that is passed on to all the children, enter Y in the Inherited column. If you put N or leave the column blank, it will create the exemption under the parent only. You can include the parent and children customers in the same upload, as long as the parent columns for a child row match a parent row in the file or the parent already exists in CertManager.
  5. In CertManager, drag and drop the updated template into the box or click Browse and select it from your computer, then click Upload.

To see the file upload progress, click Uploads and Downloads. This will take you to the page where you can see the status of your uploads for the last seven days.

When the file has been uploaded, the status will say Complete. If there was an error with your file, an error file will be available for download. In this case, check what caused the error, and once you've made the necessary changes, try uploading the file again. Make sure you delete the Error column if you're uploading the edited error file.

Once your file has been uploaded, you can view the exemption on the Manage Exemptions page.

Using a custom mapping

Follow the instructions in the previous section, with the following changes:

  1. On the Upload panel, click Custom map your file.
  2. On the next page, select your custom mapping template from the dropdown menu. Drag and drop your file in or click Browse and select it from your computer, then click Upload.

You can read more about how to create custom mapping templates in this article.

Troubleshooting

  • If an exemption with the same customer, state, and reason for exemption already exists, converting the certificate will return an error saying that this is a duplicate exemption. To renew a certificate, go to the Exemptions tab in CertManager and find the exemption, then update it with the new certificate.
  • If you previously created an exemption for a customer with one reason for exemption (e.g. Agriculture) and now you are creating an exemption for the same customer with a different reason for exemption (e.g. Resale), you will be able to create this exemption in CertManager. If you have GTD and your organization is set to not allow for multiple reasons for exemption on customers, this second exemption will not sync to GTD.