When switching from one third-party platform integrated with EXEMPTAX to another, you have the option to request EXEMPTAX's assistance in transferring your existing customer records to a new EXEMPTAX account connected to your new platform.
This is a special migration arrangement for clients who prefer EXEMPTAX to handle the customer record transfer rather than migrating the records themselves.
For example, if you are transitioning from QuickBooks Online (QBO) to Odoo, EXEMPTAX will create a new account for your Odoo integration while keeping your existing QBO-connected account intact during the transition.
To facilitate the transfer, you will need to identify which customer records in your existing account correspond to those in your new account using the EXEMPTAX Customer ID Mapping Template (see attached file). Once completed, submit the template through a support ticket for our team to review and process the transfer.
Since customer identifiers can differ between platforms, we rely on your knowledge of your customer records to establish these relationships accurately. Your team is in the best position to identify which records represent the same customer across both platforms, helping us avoid incorrect matches during the transfer.
Customer Record Migration Process
Step 1: EXEMPTAX Creates a New Account
The EXEMPTAX team will create a new account for your new integrated platform. Your existing account will remain unchanged during the transition.
You do not need to create the new account yourself.
Step 2: Prepare the Customer Mapping File
Once the new EXEMPTAX account is available and its customer records have been established, download and complete the EXEMPTAX Customer ID Mapping Template attached to this article.
The template requires the following information:
Field | Existing Account (Source) | New Account (Destination) |
|---|---|---|
Internal Customer ID | Required | Required |
Customer Account Number | Optional | Optional |
Customer Name | Optional | Optional |
Billing Email | Optional | Optional |
The Internal Customer IDs from both accounts are required. The other fields are optional and can be included as additional reference information to help verify the corresponding records.
To download the customer records, you may refer to this help article: How do I export my own reports?
Step 3: Identify and Match Customer Records
You will need to identify which customer records in your existing EXEMPTAX account connected to your current integration correspond to those in your new EXEMPTAX account connected to your new integration.
For example:
Existing Customer Records (Current Integration) | New Customer Records (New Integration) |
|---|---|
Customer A | Customer B |
Internal Customer ID: 1001 | Internal Customer ID: 2050 |
In this example, Customer A in the existing account corresponds to Customer B in the new account.
Why is your input needed?
Customer identifiers may differ between platforms, and customer names, account numbers, or email addresses may not always be consistent or unique enough to establish an accurate match.
Since you have the business context and knowledge of your customer records, your team is best positioned to identify which records belong to the same customer across both integrations. Providing this information helps us ensure that the correct customer records are transferred.
To complete the mapping template:
Obtain the customer records from your existing EXEMPTAX account (Source).
Obtain the customer records from your new EXEMPTAX account (Destination).
Identify the corresponding customer records between the two accounts.
Enter the matching Internal Customer IDs in the template.
Complete the optional reference fields, where available.
Review the file for accuracy before submitting it.
Important: Both Internal Customer IDs are required for each corresponding customer record. Customer names, account numbers, and email addresses can be included as additional reference information but cannot replace the required IDs.
The template includes sample entries to demonstrate the expected format. Please replace or remove these examples before submitting your completed file.
Step 4: Submit a Support Ticket
Once your mapping file is complete, email our Support Team at support@exemptax.com to request assistance with the customer record transfer.
Please include the following information:
Current Integration: Name of the platform currently connected to EXEMPTAX.
New Integration: Name of the platform you are transitioning to.
Existing EXEMPTAX Account: Details of your current account.
New EXEMPTAX Account: Details of your new account.
Completed Mapping File: Attach the EXEMPTAX Customer ID Mapping Template.
Additional Information: Any relevant details about how you identified and matched the customer records.
Our Support Team will review your request and mapping file. If clarification or additional information is needed, we will reach out before proceeding.
Step 5: EXEMPTAX Processes the Transfer
Once the mapping has been reviewed and confirmed, our team will coordinate the transfer of the identified customer records to your new EXEMPTAX account.
We will keep you informed if any discrepancies or additional information need to be addressed along the way.
30-Day Transition Period
To make the transition between integrated platforms easier, EXEMPTAX provides a 30-day grace period during which duplicate certificates resulting from the transition will not incur additional charges. This is a one-time accommodation for this type of migration.
During this period, both EXEMPTAX accounts can remain active while you transition to the new integration.
At the end of the 30-day period:
- Your existing EXEMPTAX account associated with the previous integration will be deactivated.
- Your new EXEMPTAX account will remain active for your new integration.
- The special waiver for duplicate certificates will no longer apply.
We recommend completing your transition within this period. If you anticipate needing additional time, please contact our Support Team so we can discuss the next steps.
Frequently Asked Questions
1. Is requesting EXEMPTAX's assistance with customer record migration mandatory?
No. You can migrate your customer records yourself if you prefer. This is an optional service for clients who would like EXEMPTAX to handle the transfer.
2. Do I need to create the new EXEMPTAX account myself?
No. Our team will create the new EXEMPTAX account for your new integrated platform.
3. Why do I need to provide a customer mapping file?
The mapping file helps our team identify which customer records in your existing account correspond to those in your new account. Since customer identifiers may differ between platforms, we rely on you to identify these relationships based on your knowledge of your customer records. This helps ensure the records are transferred to the correct customers.
4. Can I provide customer names and email addresses instead of Internal Customer IDs?
No. Internal Customer IDs from both accounts are required to establish the mapping. Customer names, account numbers, and billing email addresses are optional reference information and cannot replace the required IDs.
5. Who is responsible for identifying the matching customer records?
You are responsible for identifying the corresponding customer records and providing the correct mapping. Your team has the necessary business context to determine which records represent the same customer across both platforms. EXEMPTAX will use the mapping you provide to coordinate the transfer.
6. Will I be charged for duplicate certificates during the migration?
No. Duplicate certificates resulting from the transition will not incur additional charges during the 30-day grace period. This is a one-time accommodation for the migration.
7. What happens to my existing EXEMPTAX account after 30 days?
Your existing account associated with the previous integration will be deactivated after the 30-day transition period. Your new account will remain active for your new platform integration.
8. What if I need help completing the mapping template?
If you need clarification on the required information or assistance completing the template, please email our Support Team at support@exemptax.com.
Need Help With Your Migration?
If you would like EXEMPTAX to handle the transfer of your existing customer records to your new integrated platform, simply email our Support Team at support@exemptax.com and attach your completed EXEMPTAX Customer ID Mapping Template.
We understand that transitioning between platforms involves several steps, and our team will be happy to assist you throughout the process. We'll review your request and work with you to make the transition as smooth as possible.