Obtain an account number, license key, and company code from Avalara and enter this information within File > Configuration Management > Services > Avalara.
The following instructions are to configure your Avalara AvaTax account information in the Acctivate software.
The following tasks must be performed before you set up the integration:
- Contact your Acctivate account representative to acquire the AvaTax integration module
- Sign up for the AvaTax service with Avalara. Be sure to let them know that you will be using the Acctivate integration.
- Acquire the following information from Avalara:
- Account Number
- License Key
- Company Code
Obtain your AvaTax Account Information
- Connect to the AvaTax admin console and navigate to Organization tab. Take note of the Company Code to be used by this Acctivate company.
- If you cannot find your license key in your email inbox from the initial setup with AvaTax, you can Reset your License Key to receive a new one. Keep in mind, this will break the connection to any other integration you might have until the new license key is put in place across all platforms.
- Click the Generate button and "The operation completed successfully" should appear as a confirmation.
- Check for an email in the inbox of your Avalara administrator in your organization. This message will contain the information needed by Acctivate to proceed.
Fill in your AvaTax Account Information in Acctivate
- Log in to Acctivate as a user with system administrator privileges and open Configuration Management from the File menu.
- Expand the Services folder in the list on the left and click Avalara.
- Click Edit on the toolbar, fill in your account information obtained from above.
- If you're having issues with the URL sent to you and are in production mode, try https://avatax.avalara.net/ in the setup.
- If using a sandbox account, try https://development.avalara.net/ instead.
- Click Test Connection and ensure that the "Test succeeded." message appears. Click Save on the toolbar once the account information has been tested.
Congratulations! You've successfully connected Acctivate to your Avalara AvaTax account.
Next, you will need to configure your Customers to use AvaTax.