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Avalara Help Center

How can I find the customer records I added today?

Overview

You imported or manually created several customer records today and you want to see how many customers were successfully added.

 

Environment

Avalara CertCapture

 

Resolution

  • Go to Search Customer Search
  • Select Advanced
  • Enter the date range in Create Date fields Start and End
  • Click Get Search Results 
  • The resulting report shows all customers created on that date
  • Click Export Report it to download the full list