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.