Skip to main content
Avalara Help Center

Why Isn't My Bulk Import of Customer Data Showing Up?

Overview

You want to know why your bulk import of customer data isn't showing up.

Environment

Avalara CertCapture

Resolution

  • Remove any special characters from the import file name
  • Use our import template located in our CertCapture toolkit
  • It is OK to remove columns if you are not importing that particular data for your customers (phone number, for example) but you must not change the text within the column headers you leave in 
    • If you alter any text in the spreadsheet’s header (top) lines, you cannot import the spreadsheet into CertCapture.

Next steps

For more information, read add customer details.