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Avalara Help Center

Connect to AvaTax

This article applies to:AvaTax

After you create your initial company profile, the next step is to connect your business application or system to AvaTax through an integration, software that enables the flow of transactions to AvaTax. 

Before you begin

  • If someone else in your company is connecting your system to AvaTax, make sure they’ve been added to AvaTax as an account administrator. For more information, see add users and assign permissions
  • Some business systems need just a username and a password, while others need a username, password, account number, and license key. For specific installation instructions, find your business application or system

Steps

  1. If you already have your license key, go to step 3.
  2. Get your license key.
    1. Go to Settings > License and API Keys to generate a license key.
    2. Select Generate License Key.
      A warning displays. If this is the first time you're setting up AvaTax, you can ignore the warning.
      Tip icon

      Here's why you see the warning...

      There is one license key for all business applications associated with your account. When you use a license key to connect a business application to AvaTax, generating a new license key breaks the connection to all applications. To restore the connection, enter the new license key in the AvaTax settings for each business application.

    3. Select Yes, Generate a License Key.
      Avalara emails the license key and account information to AvaTax account administrators.
    4. Download, print, copy and paste, or write down your license key and keep it for future reference.
      For security reasons, we don't keep license key information. You may need your license key when you update or add other business systems.
  3. Find your integration.
    1. In AvaTax, go to Settings > Integrations.
      The software you're registered to use with AvaTax is listed here.  
    2. Depending on your integration, do one of the following:
      • Select See Connector Versions, select the most recent version, and then select Download. 
      • If you don't see a Download button, select Help and Support for detailed instructions. You may need to log in to your business application website before you see help documentation. 
  4. Follow the instructions to set up AvaTax.
    • If you download a connector from the Integrations tab, open the file and follow the installation wizard to configure your settings. 
      Keep your license key on hand. You need to enter it to connect your business application to AvaTax.
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