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Avalara Help Center

How do I link my CertCapture account with my Admin console?

Overview

You're looking to link your admin console with CertCapture, so that your exemption certificates can exempt transactions calculated by AvaTax.

Environment

AvaTax

CertCapture

Resolution

  • Go to the Admin ConsoleOrganization Exemptions (Certificate Icon)
    • If you do not see Exemptions, turn on exemption certificate viewing: Enable ECMS 
  • Click Configure Integration with Avalara CertCapture
    • Select Enabled > enter CertCapture Client ID (In CertCapture go to Company Settings > Company Details> click Save
  • Have someone with Account Admin level access to both the Admin Console and CertCapture email Avalara Support support@avalara.com to have the sync initiated, include:

    • Account number of your Admin Console

    • Name of the Admin Console  company(s)

    • Name of the CertCapture company(s)

    • Specify whether for Production or Development