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Functional review

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Congratulations! At this point, you’ve completed all previous milestones. If you’re a technology partner, you’re now ready for your integration to be reviewed.

How to submit

To initiate a functional review:

  1. Create a recording demonstrating your integration, including the installation.
  2. Send the recording to dg-partnerlaunch@avalara.com. 
  3. Avalara will review your demo and then follow up with you. During this follow-up, Avalara will either request more information from you or inform you that you have achieved certification.

What to include in your demo

Your integration should include all requirements mentioned in the previous chapters. Specifically, we want to see the following:

  • How do you install or enable your integration
    • Architecture diagram 
  • Configuration screen and authentication process
    • How to set up Avalara credentials
    • How to test authentication connection using the Health Service API (PING)
    • How to enable/disable service utilization
    • Where and how to access logs
    • Demonstrate the configurations between Sandbox and Production environments
  • Send us the payloads for each of the transaction scenarios you want to have certified

Additional considerations

If applicable, It’s important to demonstrate the electronic invoice issuance control panel, which allows the customer to consult an authorized electronic invoice, cancel an electronic invoice, perform a correction letter, and other functions that are necessary to execute the electronic invoice issuance, in compliance with the Brazilian Tax Authority.

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Part of the E-Invoice for Goods integration guide. Open the full “Functional review” milestone on Avalara to see every page in this section.