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