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Avalara Help Center

Can I edit the columns in the CertCapture Customer Import template?

Overview

You only have certain fields that you want to be updated on a customer's record in CertCapture and want to know if you can modify the template.

Environment

Avalara Certcapture

Resolution

  • Yes, you can edit the template so that only the fields that you want to update are included.

  • If you leave a column on the template with nothing populated, it will overwrite that field with blank.