How do I link multiple customers to an existing certificate in CertCapture?

Overview

You want to add several customers to a certificate which has already been validated.

Environment

Avalara CertCapture

Resolution

• On the certificate go to the Customers tab > click Link Customer > type in the customer number(s) (seperate customers by new lines to link multiple)
• Customer Details will populate with the customer records - all of the customer records on the right will be added to the certificate
• Click "+ Link Customer"
  • To successfully link customer records the customer must show in the right panel with a green check, and there must be no customers showing with a red x.

Note: We recommend linking no more than 350 customers at a time.