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Avalara Help Center

How do I link customers to certificates in CertCapture?

Overview

You need to know how to link certificates to customer in CertCapture that has already been validated

Environment

Avalara CertCapture

Resolution

  • Pull up the Certificate: click Search Certificate Search > Locate the certificate in question > click on it to open
  • On the Certificate > go to the Customers tab > click + Link Customer > Enter the customer name > click on it > once you see the customer in the Customer Details click + Link Customer

NOTE:  If the certificate is a multi-jurisdictional certificate you will need to link the customer it to a parent certificate. The parent certificate is the one for the first state alphabetically in the list.