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Avalara Help Center

Get Started with Avalara CertCapture

Webinar description

This webinar provides a brief overview of the CertCapture dashboard, company details, and user settings. We'll workshop how to add users, change nexus, and add your logo. Learn how to navigate CertCapture with widgets, quick search, and quick links. You'll also learn how to add a single customer to CertCapture and use 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 List of customers

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

Webinar information

Audience:  New CertCapture users 

Objective:  After this webinar you will be able to identify the key features of CertCapture and leverage their basic functions.

Agenda:

  • Basics of CertCapture: Dashboard and widgets
  • Manage your company settings
  • Understand user settings
  • Exposure zones
  • Quick Search and Quick Links
  • Add a single customer
  • Review customer import template
  • Understand the difference between a basic and a full import
  • Import customers
  • Help resources

Recorded webinar

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

RecordedWebinars-Blue-xs.png  Get Started with CertCapture Webinar

Post webinar resources

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