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Avalara Help Center

How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?

Overview

You would like to add a shipping state (exposure zone) and flag customers as a Ship-To customer record type.

Environment

Avalara CertCapture

Resolution

There are two options available to you. You can manually add it to a customer or create a bulk import file to add to many customers at the same time:

  • Open the main customer record and click the ShipTo tab. Click +Add ShipTo State/Zone; or
  • Create a Bulk Import file with two columns:

Billing Customer Number

Shipping Customer State

Enter billing customer number

Enter the state/region for each Ship To and Exposure Zone you would like to add

  • Use a new row for each state
  • Import the file:
    • Click Customers
    • Click Bulk Import
    • To select the file, click Choose File
    • To start the upload, click Upload 
    • To start the Import, click Import Customer Data 
    • When it is complete you will get a message in your Message Center

Note: You can export all of your customer numbers by running a customer search and click Export Results.

Next steps

For more information, read add customer details