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Import a customization

This article applies to:AvaTax for Communications

AvaTax for Communications allows you to export and import your customized settings, so you can easily copy them from one account to another. For example, you can export the customization from your sandbox account and then import to your production account.

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Important

This is currently a beta feature available only to some customers using the REST API. See this guide for more information.

Before you begin

Customizations have to be assigned to a profile to be applied to tax calculations, so make sure you have created a profile before setting up your customizations.

Steps

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Avalara recommends testing all customizations in your sandbox account before you add them to your production account. After you add customizations to your production account, run test transactions or use the tax determination calculator to make sure you receive the expected results before you complete any bill runs.
  1. In the Communications Customer Portal, select Settings.
    The Settings page opens.
  2. Next to Customizations, select Manage.
    The Customizations page opens.
  3. Select one of the following tabs:
    • Exclusions
    • Bundles
    • Advanced customizations
  4. Select Upload File.
    The Open File window opens.
  5. Find and select the file you want to import, then select Open.

The customization is imported to your account, and you can then assign it to a profile.

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