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Avalara Help Center

How can I create a customer in CertCapture from Sage 300?

Overview

You want to know how to create customer records and send exemption requests from Sage 300.

Environment

Sage 300

Avalara CertCapture

Resolution

  • The Avalara CertCapture Integration is Address Validation, go to Sage 300 ERP Sales Tax Powered by AvaTax > AvaTax Address Validation > AvaTax Customers > click AvaTax on the menu bar at the top > select option for action you want to complete

 

Note: Contact support@avalara.com to have this service connected between your Avalara CertCapture and Sage 300 service