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Avalara Help Center

Edit customer details

This article applies to:CertCapture

Change basic information for one customer. To update many customers at once, use the import template.

Steps

  1. In CertCapture, search for the customer you want to edit.
  2. Select the customer number to see the customer details.
  3. Select Edit on the customer Details tab.
  4. Update the customer information.
  5. Select Update Customer to save the changes.
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