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Avalara Help Center

Add Customers to Avalara CertCapture

Webinar description

This webinar walks you through the process of adding a single customer to CertCapture and using the import template to add multiple customers at once (bulk import). We provide best practice recommendations for customer import processes.

Get ready

Before the webinar:

AAT-Get Started-Checkbox.png Obtain your user name and password for CertCapture

AAT-Get Started-Checkbox.png Review Get Started with CertCapture

AAT-Get Started-Checkbox.png List of customers

AAT-Get Started-Checkbox.png Questions? Check out our Avalara online training help

Webinar information

Audience:  New CertCapture users who have already attended or watched the Get Started with CertCapture webinar.

Objective:  After this webinar you will be able to import customers.

Agenda:

  • Add a single customer
  • Review customer import template
  • Understand the difference between a basic and a full import
  • Import customers

Recorded webinar

If you can't attend a scheduled webinar, you can view one of our previously recorded webinars:

RecordedWebinars-Blue-xs.png  Add Customers to CertCapture Webinar

Post webinar resources

After attending this webinar, additional resources are available to you.