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Update tax exempt status and certificate number using Connect tool

How can I mass update tax exempt status and certificate number using Connect  developer tool?






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Zuora Support

Re: Update tax exempt status and certificate number using Connect tool

If you are going to perform bulk update operation for Tax Exempt status and Tax Certificate IDs on the accounts.

1. please use Generic API Loader instead of Account & Contacts API Loader in Connect Developer tools.

    -> Please choose Run Mode as Update from Generic API Loader

 

 

2. Please upload your file and choose Object as Account

 

 

Attached the sample file for your reference.

please use the attached sheet by providing Account Name and Account ID.






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