How to Attach and Manage a CUSMA Certificate of Origin to an Item [Step-by-Step Guide]

You can upload and manage a CUSMA (Canada-United States-Mexico Agreement) Certificate of Origin directly to an Item in techSHIP.

This feature helps you comply with customs regulations and qualify eligible shipments for duty-free treatment under CUSMA. When a shipment is processed, techSHIP automatically consolidates all unique CUSMA certificates from the items in the order into a single PDF file, which is electronically transmitted to supported carriers.

You can attach a certificate when creating a new item, editing an existing one, or through the item import process.

NOTE: To learn more about how to add a certificate via import, see How to Import Items for a Client from an XLSX File [Step-by-Step Guide].

This article is divided into the following sections:

1. Attaching a CUSMA Certificate
2. Managing a CUSMA Certificate
   

I. ATTACHING A CUSMA CERTIFICATE

NOTE: In the previous version of techSHIP, the navigation for steps 1 and 2 is clicking Maintenance from the main menu, and then Clients. From step 3 onwards, the process is the same, despite visual differences in the user interface.

1. Find the desired client by clicking on Clients from the left menu under the Clients section. 

2. Edit the desired client by clicking the Settings button.

3. Click Items tab.

4. Press Add Item or Edit next to the desired item according to your case.

5. Click the Documents tab.

6. Click CUSMA Certificate and select the PDF file from your computer.

NOTE: Each item supports only one PDF certificate of up to 10 MB.

7. Press Add Item (if creating) or Save (if editing) to apply the changes.

II. MANAGING A CUSMA CERTIFICATE

Once a certificate is attached, you can manage it from the Documents tab:

A. Download: Click Download PDF to save a copy of the uploaded certificate.

B. Replace: Click CUSMA Certificate to select a new file. The new certificate will automatically replace the existing one.

C. Delete: Click the trash can icon to remove the certificate from the item.

Once finished, press Save.

To learn more about what you can do next, refer to the Items folder in our knowledge base.