After you configure your CertCapture company, add your customers. If it's the first time you're adding customers to CertCapture, plan to transfer all exempt customers from your business application into CertCapture. Customer information includes contact details and whether customers were billed for or shipped goods.
Exempt customers in your business application and CertCapture should match. Transfer customer records from your business application to CertCapture on a regular basis to keep it up to date.
There are several ways to add customer information to CertCapture:
- Add customers individually.
If you need to add a single customer, you can enter the basic information for each customer individually.
- Import multiple customers with a template.
If it's the first time you're adding customers to CertCapture, the quickest way to transfer all exempt customers from your business application into CertCapture is via an import spreadsheet.
- Import certificates without images.
If you want to exempt a customer without uploading and validating an image of the exemption certificate, this option allows you to import customer and placeholder certificate information via a spreadsheet. This is generally not recommended, since you will need a copy of the certificate image in event of an audit.