Get certified

Guide: Exemption Certificate Management (ECM)

Learn how to prepare your integration for review after completing all milestones.

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

How to submit

To initiate a functional review:

1. Create a recording demonstrating your integration, including the installation.
2. Send the recording along with the user guide to dg-partnerlaunch@avalara.com.

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 you install or enable your integration

• Configuration screen and authentication process

  • Demonstrate inputting your credentials.

  • Show that you have a test connection button and that you’ve enabled logging.

  • Show that your company code is defined.

• Show the testing scenarios. These can be the same scenarios from the prior Test section:

  • Create a customer record

  • Retrieve a customer’s exemption status

  • Request a certificate

  • Update a customer record