If your CertManager account is integrated with Global Tax Determination (GTD), as you create or edit customers or certificates in CertManager, they will automatically sync to GTD. If you make changes to your customers or certificates in GTD, however, the updates won't automatically sync to CertManager.
Follow these steps to make sure your customers and their exemptions are synced with GTD.
Syncing customers
- Go to Settings > Customers. On the Customers page you can check the status of each customer in the GTD column: Synced, Out of Sync, or Not in GTD.
- If there's a customer with a status of Out of Sync or Not in GTD, click the customer to view what's causing the error.
- After modifying the customer, click Update and check if the GTD status has changed to Synced.
Syncing exemptions
- Click on the Exemptions tab to open the Exemptions page. You can check the status of each exemption in the GTD column: Synced, Out of Sync, or Not in GTD.
- If there's an exemption with a status of Out of Sync or Not in GTD, click the exemption to view what's causing the error.
- If multiple exemptions are not synced, you can use the GTD Error Message column to view all the sync errors at once instead of clicking each exemption individually. To add this column to the exemptions page, click the Edit Columns icon, which looks like three rectangles. In the Columns menu, click the Show Column icon next to GTD Error Message to add it to the visible columns, then click Apply.
- If multiple exemptions are not synced, you can use the GTD Error Message column to view all the sync errors at once instead of clicking each exemption individually. To add this column to the exemptions page, click the Edit Columns icon, which looks like three rectangles. In the Columns menu, click the Show Column icon next to GTD Error Message to add it to the visible columns, then click Apply.
- Update the exemption(s) based on the error message from GTD, then click Update and check if the GTD status has changed to Synced.