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Install and Configure Avalara AvaTax for Salesforce B2C Commerce QuickStart

After you activate AvaTax Update and set up your company profile, install and configure AvaTax for Salesforce B2C Commerce QuickStart. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Product taxability settings

Alter these settings when your business needs change.

Download the AvaTax integration for Salesforce B2C Commerce QuickStart

Find and download the AvaTax integration from the Salesforce B2C Commerce QuickStart marketplace.

SFRA

Use this section to add the SFRA (previously MFRA) to your AvaTax for Salesforce B2C Commerce QuickStart installation. Find additional details in our AvaTax for Salesforce B2C Commerce QuickStart SFRA integration guide.

Install SFRA

To install SFRA, import the appropriate cartridges and metadata, and then configure the AvaTax Reconciliation utility.

Import cartridges

  1. In UXStudio, go to File > Import > General > Existing Projects into workspace.
  2. Browse to the directory where you saved the bm_avatax, int_avatax_sfra, and int_avatax_svcclient cartridges, select them, and then click Finish.
  3. When prompted to link the cartridges to the sandbox, click OK.
  4. Go to Business Manager > Administration > Manage Sites, modify the site path, and then make sure the cartridge name int_avatax_sfra appears before app_storefront_base.

Import metadata

  1. In the Salesforce B2C Commerce QuickStart Business Manager, go to Administration > Site Development > Site Import & Export.
  2. Under Import & Export, click Upload, browse to the site-import.zip file (located in the metadata folder), and then click Upload.
  3. Select the site-import.zip file and click Import.

Configure the AvaTax Reconciliation utility

  1. Go to Administration > Sites > Manage Sites > Business Manager – Settings and add the bm_avatax cartridge you previously imported in the BM cartridge path.
  2. Go to Administration > Organization > Roles & Permissions and select the role to give access to.
  3. Go to the Business Manager Modules section, select the context for the site or organization, and click Apply.
  4. In the list of BM modules that display, select AvaTax and click Update. The new AvaTax module and its menu items appear under Merchant Tools.

Configure SFRA

Configure SFRA with AvaTax services and custom preferences.

Configure SFRA services for AvaTax

  1. In the Salesforce B2C Commerce QuickStart Business Manager, go to Administration > Operations > Services.
  2. Complete the following on the indicated tabs:
    • Credentials
      Field Action
      Name Enter credentials.avatax.rest
      URL
      • User
      • Password

      Enter your AvaTax username and password.

      Alternately, enter your AvaTax account ID in User and AvaTax license key in Password.

    • Profile

      Field Action
      Name Enter profile.avatax.rest
      Connection Timeout (ms) We recommend you enter 20,000
      All other fields Enter 0
    • Service

      Field Action
      Name Enter avatax.rest.all
      Type Select HTTP
      Enabled Select this option to enable AvaTax for SFRA
      Service Mode Select Live
      Communication Log Enable Select this option
      Profile Select profile.avatax.rest
      Credentials Select credentials.avatax.rest

Configure AvaTax site preferences for SFRA

  1. In the Salesforce B2C Commerce QuickStart Business Manager, select the desired site.
  2. Go to Merchant Tools > AvaTax > AvaTax Settings, and on the Account Settings tab select all appropriate settings for your company's storefront, including:
    Field Action
    Tax Calculation Select to start calculating taxes with AvaTax on your transactions. Enabled by default.
    Address Validation

    Select to validate shipping addresses during checkout using AvaTax. Enabled by default.

    AvaTax only validates addresses in the US and Canada.

    Save Transactions 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 AvaTax company code you created 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, freight code FR is used.
    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.
  3. Go to Merchant Tools > Site Preferences > Order > Order Access Settings, set Limit Storefront Order Access to No.
  4. Go to Merchant Tools > Site Preferences > Promotion > Discount Taxation and select the appropriate Promotion Preference.

Test the connection with AvaTax

Use the test utility to make sure you're correctly configured and connected. Actions taken in the test utility don't impact orders.

  1. In the Salesforce B2C Commerce QuickStart Business Manager, select the desired site.
  2. Go to Merchant Tools > AvaTax > AvaTax Settings and, on the Test Services tab, test the current configuration for:
    • Voiding transactions - Next to Void Transaction, enter an order number to void, and then click Void.
    • Committing transactions - Next to Commit Transaction, enter an order number to commit, and then click Commit.
    • Validating addresses - Next to Address Validation, enter the number of an order with a shipping address to validate, and then click Validate.
  3. Use information in Service response to determine your next steps.
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