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Avalara Help Center

How can I find the Last Transaction Date of existing customer records?

Overview

You need to update the Last Transaction Date of existing customer records, but do not know how to export that part of the customer data.

Environment

CertCapture

 

Resolution

Export this information using Customer Search by searching without any parameters and exporting the results.

  • Click on Customer Search 
  • Click on Get Search Results (without making any selections) 
  • Click on Export Report 
  • Select file format 
  • Click on Your Name in the upper right hand corner 
  • Click on Download Center 
  • Click on Download to download the report 
  • The Last Transaction Date is in column O

 

Note: The report shows one row per customer per state, you can remove duplicates using Excel. To update the records, import a Bulk Import with only the Billing Customer Number and Last Transaction Date columns using Customers > Bulk Import.