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.
Before the webinar:
Obtain your user name and password for CertCapture
Review Get Started with CertCapture
List of customers
Questions? Check out our Avalara online training help
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.
If you can't attend a scheduled webinar, you can view one of our previously recorded webinars: