Integrate iPaaS.com with Avalara AvaTax to synchronize company, customer, and exemption-certificate data for exemption-certificate management.
How to Connect
Prerequisites
Before configuring the integration in iPaaS.com, you need the following from Avalara AvaTax:
An Avalara AvaTax account with API access enabled.
Your Avalara AvaTax API credentials (the username and password used to sign in to the Avalara AvaTax API). See Avalara's authentication documentation for how these credentials are issued.
Your Avalara AvaTax company identifier — the company under which customers and certificates are managed.
Configuration Details
API Url: The base address of the Avalara AvaTax API. Use the production address for a live account and the sandbox address for a test account.
API User: The username for your Avalara AvaTax API account.
API Password: The password for your Avalara AvaTax API account.
API Client Id: The Avalara AvaTax company identifier under which the integration creates and reads customers and certificates.
Configure Subscription Settings
[Screenshot needed: iPaaS.com subscription settings page for Avalara AvaTax (Light Mode)]
Field | Description | Required | Example |
API Url | Base address of the Avalara AvaTax API (production or sandbox). | Yes | |
API User | Username for the Avalara AvaTax API account. | Yes | |
API Password | Password for the Avalara AvaTax API account. | Yes | (your API password) |
API Client Id | The Avalara AvaTax company identifier the integration operates under. | Yes | 123456 |
Authentication Methods
The integration authenticates to Avalara AvaTax using basic authentication: iPaaS.com sends the API User and API Password with each request to the address configured in API Url. There is no separate token step — the credentials are supplied directly on every call. The API Client Id identifies the Avalara AvaTax company the integration reads from and writes to.
To connect:
Enter the API Url for your environment (production or sandbox).
Enter your Avalara AvaTax API User and API Password.
Enter your API Client Id (the Avalara AvaTax company identifier).
Save the subscription settings.
Initialization Support
Currently, initialization (bulk data import on first connect) is not supported for Avalara AvaTax in iPaaS.com. To load a large existing data set, use the bulk sync using Postman workflow. Otherwise, records are synchronized as they are created or updated, or on demand from the Manual Sync page.
Throttling
The API throttle and concurrency fields on the subscription are pre-populated by the integration's settings and control how quickly iPaaS.com sends requests to Avalara AvaTax. Because Avalara AvaTax enforces its own request limits, keep these values conservative and stagger large jobs. For details on each throttle field, see the Subscription Configuration – Edit article.