Skip to main content
Avalara Help Center

Establish a connection between Salesforce B2C Commerce QuickStart and AvaTax

After you install the integration software (the AvaTax cartridges), connect Salesforce B2C Commerce QuickStart to AvaTax.

Before you begin

Steps

  1. In Business Manager, go to Administration > Operations > Services.
    1. On the Credentials tab, complete the following:
      • Name: Enter credentials.avatax.rest.
      • URL: To use a development account, enter https://sandbox-rest.avatax.com. To use to a production account, enter https://rest.avatax.com.
      • User and Password: Enter your AvaTax username and password.
        Alternately, enter your AvaTax account ID in User and AvaTax license key in Password.
    2. On the Profile tab, complete the following:
      • Name: Enter profile.avatax.rest.
      • Connection Timeout (ms): We recommend you enter 20,000.
      • All other fields: Enter 0.
    3. On the Service tab, review the following and make changes where needed:
      • Name: Enter avatax.rest.all.
      • Type: Select HTTP.
      • Enabled: Selected by default. Uncheck if you do not want AvaTax to calculate tax. This stops calculation for all sites.
      • Service Mode: Select Live.
      • Communication Log Enable: Check this box to create a log file of communication between Salesforce B2C Commerce QuickStart and AvaTax.
      • Force PRD in non-PRD environments: Selected by default. This allows you to use production data for testing. It doesn't affect your production environment.
      • Profile: Select profile.avatax.rest.
      • Credentials: Select credentials.avatax.rest.
  2. Configure preferences for sites in Business Manager.
    • In Business Manager, select the site you want to configure settings for.
    • Go to Merchant Tools > AvaTax > AvaTax Settings and on the Account Settings tab, select all appropriate settings for your company's storefront. These settings only apply to the site you're configuring, not all sites.
      • Tax Calculation: Enabled by default. Disable to stop calculating taxes with AvaTax on transactions from this site.
      • Address Validation: Enabled by default. Disable to stop validating addresses during checkout using AvaTax.
      • Save Transaction to AvaTax: Select to save all orders to AvaTax. If not enabled, orders aren't saved to AvaTax, and features such as voiding and modifying transactions aren't available.
      • Commit Transactions to AvaTax: Select to have successful storefront orders marked as Committed when posted to AvaTax.
      • Company Code: Enter the company code for the company you want to connect to in AvaTax. Find your company code where you update company information in AvaTax.
      • Customer Code: Select the value that's sent as the customer code for authenticated customers. For guest customers, Salesforce B2C Commerce QuickStart sends the email ID they enter during checkout.
      • Shipping Tax Code: Enter the default tax code to use to calculate taxes for shipping. If not specified, the Avalara tax code FR is used.
      • Taxation policy: This selection impacts cross-border tax calculation. Currently, only net calculations are supported. Select which is true for your store.
        • Net: Prices of items in a customer shopping cart do not include taxes or import duties.
        • Gross: Prices of items in a customer shopping cart include taxes or import duties. (Not currently supported)
      • Location Code: If anything is entered in this field, it's used for tax calculation on all your transactions and is given priority over all other ship from address fields.
      • ShipFrom address fields: Make sure the values in these fields match the address of the distributor. AvaTax uses this address to calculate taxes on all orders.
    • Go to Merchant Tools > Site Preferences > Order > Order Access Settings.
    • Set Limit Storefront Order Access to No.
    • Go to Merchant Tools > Site Preferences > Promotion > Discount Taxation.
    • Select the appropriate Promotion Preference.