Avalara Integration Guide

SubscriptionFlow lets you integrate with Avalara to capture product, invoice, and transaction data for taxation compliance. This guide shows you how this integration works. Here’s how you can set it up:

Pre-Requisites 

Create an Avalara Account:

• Sign up for an Avalara account and complete the onboarding process to set up your business details, tax preferences, and other relevant information.

Integrate an Avalara Account with SubscriptionFlow

Navigate to the admin settings page by clicking on the gear icon on the top right side of the header.

Go to the bottom section Apps & API 

Choose Apps

It will navigate to the following screen, you can choose Avalara under Tax Management

Click on “Get Started” to launch the integration widget.

To integrate with Avalara, you need an existing Avalara account with its associated Account Number and License Key.

Log into your Avalara account and find “License and API keys” under “Settings”. 

Generate a new key or use an old one you may have saved.

Copy and paste your Account Number and License Key into the SubscriptionFlow integration widget.

Click on “Test Connection” to validate your account credentials.

Then click Save to save the settings of Avalara on your SubscriptionFlow app

Keep the Sandbox option off

Under “Advanced Settings” enable Logging and Address Validation. Logging records your activity through this integration, and the Address Validation feature lets you cross check if your customers' billing and shipping addresses match the tax codes linked to their purchase. We’ll see this in action later on in this guide.

Also configure Document Recording based on your needs. “Commit Paid Invoices only” reserves invoice tax listing until after the invoice is paid. Once the invoice is paid and the tax collected, it cannot be rolled back.

Address Preference lets you select whether you wish to tax customers on their Customer Shipping, Billing or Single Location (Company Address). This may vary depending on legal regulations within the region you are operating.

Under Companies you have the option to choose between multiple companies or locations you may have listed in your Avalara Account. 

Logs track any activity through this integration for your record.

Now that you have your Avalara Account connected and configured with your SubscriptionFlow app let's take a look at setting up your taxes, using address validation, and seeing some features of this integration in action. 

Now, visit any checkout page to view the calculated tax. The tax amount will be determined based on your address preferences configured in the Avalara Advanced Settings.

The user can also view Sales Tax Reports in the Avalara Reports section

Users can also view transactions synced from SubscriptionFlow in Avalara, along with their tax details.