NOTE: For first time installations, please be sure to complete the new install instructions prior to importing. Some setup options will only take effect once the import process completes. For more information, please see Pre Import Tasks.

1. Open the DZ Rate and Boundary Import window.
2. Select the Import Source. Select ZIPsales Database or Zip2Tax Database depending on which one you have purchased.
3. Choose whether you want to import for Sales or Purchases. NOTE: If you are going to import both always import Sales first. This is because Sales often requires more tax schedule IDs per ZIP Code.
4. Specify the Group ID for the state(s) you want to import, or select Update All States Tax Schedules.
5. Click the Import button.
6. Clicking the Import button opens up the Select File Path window. Once you've located the rate & boundary database folder and pressed the Save button, the import process will begin.

1. Once the import has finished, run the DZ Document Tax Schedule report to identify existing, unposted sales documents that may have obsolete or modified tax schedules. NOTE: Be sure to insert an Update Number range restriction for limiting the report to the ZIPsales Imports that have been performed since the documents were created or recalculated.
   1. Please see How do I correct invalid schedules? for information about correcting documents identified on the Document Schedules Report.
   2. Please see Tax Schedule Selection Messages.
   3. Please see DZ Extended Tax Recalculation and Silent DZ Extended Tax Recalculation for available options to update the sales documents.
2. Occasionally, a ZIP Code will be retired or the selection of valid city names will change. Use the DZ Customer Address Correction window to validate your customers' addresses.
3. Frequently, the Rate & Boundary Import will modify Tax Schedule ID which may result in some of your customers having invalid or non-existent tax schedule IDs assigned to their addresses. To correct this, open the DZ Assign Customer Tax Schedules window and run the process. If DynamicZip is unable to assign a tax schedule to an address, then the report generated after the process completes will show all of the exceptions and what they were caused by. For help with reading and using this report, please see Assign Schedules Report Messages.

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