This page is for Documentation, version Get certified.
For other versions, use one of these documentation indexes:
- Integration guides (default): https://avalara.ferndocs.com/docs/integration-guides/llms.txt
- Refactor guides: https://avalara.ferndocs.com/docs/refactor-guides/llms.txt
- Get certified: https://avalara.ferndocs.com/docs/get-certified/llms.txt
- Agent to Agent (A2A): https://avalara.ferndocs.com/docs/agent-to-agent-a2a/llms.txt
- AI use cases: https://avalara.ferndocs.com/docs/ai-use-cases/llms.txt
- API versioning: https://avalara.ferndocs.com/docs/api-versioning/llms.txt
Administration/Utilities Integration
| Name | Type | Description | Comments |
|---|---|---|---|
| ECM/AvaTax Configuration | Required | The ECM / AvaTax Configuration window must allow the user to specify the configuration/connection information. * Account Number * License Key * Environment (Sandbox/Production) | |
| ECM Test Connect Button | Required | Test the connection to the ECM service and verifies the ECM/AvaTax API credentials. This is an important element to allow for successful troubleshooting of the ECM service. | |
| Company Code | Required | Merchants should have the ability to designate which company within their account is linked to this integration. This can be done using the Company Code Lookup. | |
| User Implementation Guide | Required | The User Implementation Guide should contain screenshots and information allowing the end user to configure ECM and information on the functionality of the integration. | |
| Enable Logging | Required | Enables detailed ECM transaction logging within the application including capture of round-trip processing time. | |
| Batch Load Customers | Suggested | Utility to batch load customer records into ECM. | |
| Request time out definition | Suggested | Define a timeout length for ECM requests. | |
| ECM Admin Console Link | Suggested | Link to the ECM Application Dashboard. |
Customer Record Integration
| Name | Type | Description | Comments |
|---|---|---|---|
| Create Customer Record | Required | As customer records are created in the ERP, a function to create a corresponding customer record in the ECM application is required. Required Fields: * Customer number (unique customer identifier) * Customer Name * Mailing Address * Option for Additional-Ship To Zones on customer record * Email address | |
| Update Customer Record | Required | As customer record are updated in the ERP, a function to update the corresponding customer record in the ECM application is required. | |
| Retrieve Customer Exemption Status | Required | Retrieve and display exemption certificate information associated with a customer record. The displayed information must include: * Exempt state * Exempt reason * Certificate expiration date * If existing AvaTax Integration - Optional identify exempt reason on customer record * No existing AvaTax Integration - Required identify exempt reason on customer record | |
| View Exemption Certificate | Required | View an exemption certificate associated with customer record. | |
| Option to Print or Save Certificate | Required | Print or save certificate image on the local system. | |
| Request new Certificate | Required | As exemption certificates expire, a function to send the customer a request for a new exemption certificate is required. | |
| Revoke Existing Certificate | Suggested | Optional function to revoke/unlink an existing certificate from a customer record. |
Certification badge requirements. View on Avalara.