Before You Begin
Obtain authentication information from Avalara ECM. You will use your login username and password when creating a subscription. You will need to log in to your Avalara ECM account to get your Avalara Company ID.
1. In Avalara, go to the address bar in your browser and copy the Avalara Company ID.
2. Save this ID. You will use this as the API Client ID when setting up the subscription.
Installation Instructions for Integration Setup
Go to Subscriptions Management > Subscriptions and click Search Certified Integration Marketplace and Subscribe.
Select the Avalara Exemption Certificate Management Integration and click the Avalara Exemption Certificate Management integration tile.
On the Subscription Detail page, click the Subscribe button.
Enter the Name of the subscription and select a Version . It can be set to any relevant and unique subscription name within the company where this subscription is created.
Format: [Product Name] - [Environment/Purpose]
Example: Avalara ECM– Release
Select Create Default Mappings (recommended)
NOTE: If you don’t want to create default mappings and want to create all mappings from scratch by yourself, then uncheck this box. |
Enter the API Client ID you saved from the Before You Begin procedure.
Enter the API Password and the API User. These are the credentials you use when logging in to Avalara Exemption Certificate Management.
Provide the API URL endpoint for your Avalara ECM instance. The Avalara ECM API URL is different for all instances; it is instance-based.
Environment URLs:
Test/Sandbox: [Test URL]
Production: [Production URL]
Enter the API Throttle Limit. This setting prevents any single integration or user from overwhelming the system with too many requests. It protects system performance by controlling the number of API requests that can run simultaneously, ensuring fair usage.
Recommended Values
Initial Setup: 5
Ongoing Operations: 500
High Volume: 500
Enter the API Throttle Seconds. This defines the time window during which the API Throttle Limit is measured. If an integration makes too many requests within this time window, additional requests are rejected until the window resets.
Default Value: 60 seconds
Range: 60 seconds
Enter the number of Concurrent Connections. This specifies the maximum number of simultaneous API connections that Avalara Exemption Certificate Management can process for a user or integration. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.
Default Value: 5
Range: 10
Enter the number of Concurrent Batch Executions. This specifies the maximum number of simultaneous batch executions that can process for an integration at one time. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.
Default Value: 5
Range: 10
Click Apply to save the settings.
Post-Installation Verification
After completing the installation, verify the integration performing the following tests:
Data Sync Test:
Initiate a sample data pull. (To iPaaS.com)
Initiate a sample data push. (From iPaaS.com)
Functionality Test:
Run an end-to-end business process.
Validate key features like field mappings, workflow triggers, and logging.
Review integration logs in iPaaS.
Support and Troubleshooting
Support Portal: https://support.ipaas.com/en/
Contact Information: https://ipaas.com/contact-us/