How to migrate from EXEMPTAX to ResaleProof

If you’re on EXEMPTAX (~$250/mo) and want to move to a native Shopify app, here’s the fastest path. Total time: usually under 15 minutes for a few hundred certs.

Before you start

• Install ResaleProof from the Shopify App Store. The 14-day free trial on paid plans means you can validate the migration before committing.
• Run through the onboarding wizard — confirm your nexus states, accepted cert types, and email branding.
• Make sure your EXEMPTAX account is still active; we’ll pull the export from it.

Step 1 — Export your certificates from EXEMPTAX

1. Log into EXEMPTAX admin.
2. Navigate to Customers → Exemption Certificates → Export.
3. Pick CSV format. Leave the default column set (EXEMPTAX’s default includes everything ResaleProof needs: customer_email, cert_state, cert_type, tax_id, expiration, pdf_url, notes).
4. Download the resulting file.

Tip: If EXEMPTAX has paginated the export, download every page and concatenate them. A merged CSV up to 500 rows fits in a single ResaleProof import batch; larger exports split naturally.

Step 2 — Import into ResaleProof

1. In Shopify admin, open Apps → ResaleProof → Import.
2. Step 1 of the wizard: drop in the EXEMPTAX CSV. Parse completes in under 5 seconds.
3. Step 2: ResaleProof auto-detects the EXEMPTAX column layout. You’ll see green checks next to customer_email → Customer email, cert_state → State, cert_type → Cert type, tax_id → Permit number, expiration → Expires, pdf_url → PDF URL. The notes column is unmapped by default — change the dropdown to another field if you want to preserve those comments.
4. Step 3: review the validation summary. Expect a handful of “Need review” rows for:
   • Customers whose email isn’t yet in your Shopify store (skipped).
   • Already-expired certs (imported but flagged).
   • Rows without a pdf_url (imported without an attachment — you can re-upload individually later).
5. Step 4: click Import. ResaleProof loops through each row, looks up the Shopify customer, fetches the PDF (opportunistic, 10-second timeout per), and inserts the cert as pending.

Step 3 — Bulk-approve the imported certs

Imported rows land as pending so you can double-check the data before tax exemption flips on. Open Apps → ResaleProof → Certificates, filter by status: pending, bulk-select the imported rows, and click Approve. Shopify’s customerAddTaxExemptions mutation fires per cert; tax skipping is live the moment the bulk action completes.

Step 4 — Cancel EXEMPTAX

Once you’ve confirmed a handful of approved certs are skipping tax correctly at checkout (place a test order on a previously-exempted customer), cancel your EXEMPTAX subscription. Your old certs + new certs now live in one place.

Gotchas to know about

• 500-row cap per import. If you have >500 certs, split the CSV. ResaleProof warns you in-wizard when you’re over the cap.
• Customer email mismatch. If EXEMPTAX has an email that isn’t a Shopify customer (common for customers who moved platforms), that row gets skipped and shows up in the failure list. Add the customer to Shopify manually, then re-import just that row.
• PDF URL access. EXEMPTAX’s CDN URLs are usually public-readable for a while post-cancellation, but don’t wait weeks — migrate before you cancel.

Why merchants switch

Related

• What happens if I get audited and can’t find a cert?
• How long should you keep resale certificates?

← Back to help center