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Implementation template

The first step in the implementation process requires you to either manually add or import your company information with your company’s license or permit data into Avalara License Management. Which method you use depends on the type of data you're importing, the volume of data, and technical requirements.

You can import your information in bulk by:

Using the implementation template is the most used method for transferring data into Avalara License Management. You can use the implementation template to add or update many records at one time, avoiding the need for manual data entry.

Before You Start 

You must do the following before creating the template for data import:

  • Identify how your source data fields map to the target object fields.
  • Finish all prerequisite steps, such as understanding what attributes are required for importing your objects.
  • Know how you can uniquely identify the records.
  • Ensure parent records exist before importing child records.

Modules in the implementation template

The implementation template consists of 10 primary tabs. These primary tabs can be categorized as:

  • Required Modules
    • Entity
    • Locations
    • Licenses
  • Optional Modules
    • Vendors
    • Individuals
  • Add-On Modules
    • Professionals
    • Real Estate
    • Contracts
    • Vehicles
    • Violations

You don’t need to add data into every tab, nor do you need to complete every column within each tab. Entities, Locations, and Licenses are the required tabs. Each of these tabs contains required and optional columns. You can leave the optional column empty or delete them. You must enter information into the required fields that are outlined in red.

Required Columns

Here’s the list of required columns in each tab:

Tab

Required columns

Users First name
Last name
Email

Entities

Entity name

Locations

Location number

State

Licenses

License name

License type

Jurisdiction level

Entity

Status

Expiration date          

Due date

Vendors

Vendor #

Jurisdiction level

Individuals

Last name

Entity name

Professionals

Professional number

First name

Last name

Entity name

Active

Real estate

Lease name

Entity

Status

Expiration date          

Due date

Individual id

Individual last name

Contracts

Contract name

Contract type

Entity

Status

Expiration date          

Due date

Individual id

Individual last name

Vehicles

License plate number

Entity

Active

Individual id

Individual last name

Violations

Entity

Status

Violation infraction

Jurisdiction level

Individual id

Individual last name

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