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Avalara Help Center

How to use the 'SameAs' Feature in CertCapture 6?

Overview

You have different customer numbers for the same customer and need to link all of them together.

Environment

Avalara CertCapture

Enterprise level service

Resolution

  • Open the customer page and go to the 'SameAs' tab.
  • Click on 'Add Same-As Customer' and link the other certificates.
  • Now the certificates of one will link to the other, changes made to one customer record will flow to the other customer records as well.

Note: If the customers are unlinked all changes made to the records and certificate attachments will remain, removing the same-as link does not undo the changes that resulted in the linking, those changes have to be manually reverted, if needed.