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How can I create a backup of my customers with certificate images in CertCapture?

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Overview

You would like to back up your current customers in CertCapture and  the Certificate images.

Environment

Avalara CertCapture

Resolution

  • Admin users can perform a Customer search and then select Create Backup with Certificate Images from the drop down on the top menu selection.

CreateBackupWithCertificateImages.JPG

 

  • This is a back up of the records.
    • You cannot restore the data in CertCapture from this file.
    • The data can be used to do a bulk import but would need to match the format of the import file.
  • This will not remove anything, it will only update / add data.