Capabilities
The connector reads accounts, companies, and users, and reconstructs each
user’s account membership, security-role assignment, and company membership as
access grants.
Prerequisites
- An Avalara AvaTax account with administrator access.
- An account ID and a license key with read access. Both are available in the AvaTax portal under Settings → License and API keys.
- Decide whether to connect the production or sandbox environment.
Setup
- In the AvaTax portal, go to Settings → License and API keys and copy your Account ID and generate (or copy) a License key.
- In C1, create a new AvaTax connector.
- Enter the Account ID and License key, and choose the Environment
(
productionorsandbox, defaulting toproduction). - Save the connector. C1 verifies the credentials and begins the first sync.