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Establish a connection between Salesforce B2C Commerce SFRA and AvaTax

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

Before you begin

  • Have your Avalara username and password with you.
  • If you haven't created a company profile in Avalara, create one now.

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 Avalara username and password.
        Alternately, enter your Avalara account ID in User and Avalara license key in Password.

        We send the account number and license key to the person who logs in to Avalara and accepts the terms and conditions. If you can't find the email, check to see if it was sent to someone else at your company.

        If you can't find your license key, you can generate a new one.

    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, confirm or enter the following:
      • Name: Enter avatax.rest.all.
      • Type: Select HTTP.
      • Enabled: Selected by default.
        Clear this if you do not want AvaTax to calculate tax.

        A warning icon

        Clearing the Enabled checkbox stops calculation for all sites.

      • Service Mode: Select Live.
      • Communication Log Enable: Select this to create a log file of communications between Salesforce B2C Commerce 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 for which you want to configure settings.
    • Go to Merchant Tools > AvaTax > AvaTax Settings and, on the Account Settings tab, select all appropriate settings for your company's storefront.

      A warning icon

      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 Avalara.

        Find your company code where you update company information in Avalara.

      • Customer Code: Select the value that's sent as the customer code for authenticated customers.
        For guest customers, Salesforce B2C Commerce 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: Select which is true for your store.
        This selection impacts cross-border tax calculation. Currently, only net calculations are supported.
        • 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.
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