Using the Software

Run the CertCapture Connector Manually

During initial configuration and anytime you want to force the process after that you can run the connector manually using the below steps. Note that if you have a Run Connectors job active, this process will not work.

1. Enterprise for Windows > Processes > Run Connectors

Send a Request

1. Click Maintain > Customers
2. Pull up the customer in question
3. Click on the Tax Certifications tab
4. If the customer in question already has a certificate, you will see it here. Otherwise, click on Send Request.
5. This will email the customer a certificate request based on what is set up on your Avalara CertCapture dashboard.
6. At this point, until the customer completes the request by following the instructions in the email that they receive, there is nothing more for you to do until they respond. The connector will only download valid and verified certs, so nothing will show here until your customer does their part.
7. Upon the customer's response, on the CertCapture site:
   
   • Login as admin and navigate to dashboard
   • Under the New Certificates, you should see your new certificate ID. Click on that.
   • While viewing the certificate, click on the Validation tab, then click on Edit Verification on the right
   • Populate the information verification info - is it Verified? What is the Certificate Number? What is the Verification Number?
   • Click on Update Verification Details.
8. Once that request is completed, the next time that the connector is run (see below), the system will automatically link the customer with the certificate.

Reviewing Certs

1. Click Maintain > Customers
2. Pull up the customer in question
3. Click on the Tax Certifications tab
4. Here, you will see existing certs for the customer in question.
5. Click on the View button - this will open a PDF of your cert.