Follow these steps to connect Avalara with ProcureDesk and set up your account.
Step 1: Connect to Avalara and Set Up Your Account
Log in as an Admin:
Ensure you have admin privileges to access the required settings.
Navigate to the Admin Panel:
Once logged in, go to the Admin Panel.
Go to Configurations:
In the Admin Panel, locate and click on Configurations.
Access Other Settings:
On the right-hand side of the Configurations page, you will see an option under Other Settings -> Connect to Avalara. Click on it.
Add a Connection:
Click on Add Connection to begin the Avalara integration process.
Select the Business Unit:
Choose the Business Unit for which you want to create the Avalara connection.
Choose the Environment:
You have two options for the environment:
Sandbox: Use this option if you are testing the integration.
Production: Select this option if you are ready to go live.
Note: You can switch between Sandbox and Production as needed.
Enter Username and Password:
Enter the Username and Password provided as part of the setup instructions.
If you need help creating your Avalara credentials, click on the link provided in the setup instructions.
Disable Document Recording (Optional):
If you do not want to record documents in Avalara, uncheck the Disable Document Recording box.
Select Company:
Click on Select Company to authenticate your connection.
If you manage multiple companies, choose the appropriate company code from Avalara.
Step 2: Manage the Connection Status
Turn the Connection On or Off:
On the main landing page, you will see a Status Checkbox.
Check this box to enable the Avalara connection.
Uncheck this box to disable the Avalara connection.
If the connection is disabled and you want to re-enable it, simply check the box again.
Your Avalara integration setup is now complete!