How to Bulk Upload Exemption Certificates

Switching over from another provider, or finally getting a backlog of certificates on the record? You do not need to import them one at a time. Bulk upload lets you bring in up to 3,000 certificates in a single pass, and Kintsugi does the heavy lifting for you.

This feature is included with Kintsugi Premium. If you are on our free or starter plan, single certificate imports cover you just as thoroughly. Here's the help article for you: How to Import a Single Exemption Certificate

Bulk upload is for the moments when volume becomes the bottleneck, so it lives alongside the rest of our Premium tools built for scale.

Easy Steps to Bulk Upload

1. Go to the Exemptions tab.

2. Click the Import button.

3. Select Bulk Import sub-tab.

4. Drag and drop the file or select your file, then click Upload to submit.

Sit tight. Kintsugi will extract each certificate, scan it for the required information, check it against jurisdiction-specific requirements, screen for duplicates, and attempt to match each one to an existing customer.

Watch for an email letting you know your upload has finished processing.

Upon receiving notification of the successful upload, please navigate back to the Exemptions tab to examine the results.

What Happens During Kintsugi's Validation

For every certificate in your upload, Kintsugi checks for the fields that matter most for a valid certificate: purchaser name, start date, signature, tax ID, and seller name. It also compares the seller name on the certificate against your registered business name, since a certificate issued to a different entity is not a valid certificate for your records.

Once processing wraps up, your certificates are sorted based on how confident Kintsugi is in each one, so instead of reviewing a thousand certificates yourself, you can focus your attention where it is actually needed:

• Ready to accept: the certificate has all its required fields and matches your business and a known customer.

• Needs a closer look: something about the certificate, such as a seller name that does not quite match, needs your eyes before you accept it.

• Recommended for rejection: a required field is missing or the certificate cannot be reliably linked to a customer, so it should not be accepted as is.

What To Do Next

1. Open each certificate flagged for review.

2. Confirm or correct the customer match.

3. Accept the certificate if everything checks out, or reject it if it does not meet the requirements.

Good To know

• The 3,000 certificate limit applies per upload. You can run multiple uploads if you have more to bring in.

• Rejected certificates are not deleted. You can always follow up with your customer for a corrected copy and re-upload it.

Need Help?

For further concerns, we're always here to help. If you can't find the answer you're looking for, just reach out to us using the chat in the bottom right corner of your screen.