Skip to main content
Avalara Help Center

Install the AvaTax integration for Salesforce CPQ

This article applies to:AvaTax for Salesforce CPQ

Download and install the AvaTax integration for Salesforce CPQ. Start by installing the AvaTax for Salesforce CPQ mapper. Then install the integration software.

Steps

  1. First, download and install the AvaTax for Salesforce Mapper.
    1. In AvaTax, go to Settings > Integrations.
    2. Select See Connector Versions.
    3. Download the test or production version of the mapper, depending on which one you want to install.

      A warning icon

      If you're upgrading from Salesforce CPQ 1.0 or 2.0 to Salesforce CPQ 3.0 or later, do the following:

      1. In Salesforce CPQ, go to Setup, search for "static resources," and then select the link to the Static Resources page.
      2. Search for the CPQConfig.xml file, save a backup copy of the file to a local drive, and then delete the file from the Static Resources section.
    4. In Salesforce CPQ, navigate to the Package Install page, select Install for All Users, and then select Install.
    5. Once the installation is complete, select Done.
    6. Ensure the appropriate user roles in Salesforce CPQ have full access permissions for Avalara custom objects (UDLs and UserMessages).
  2. Install the integration software.
    1. In AvaTax, go to Settings > Integrations.
    2. Select See Connector Versions.
    3. Download the test or production version of the integration software, depending on which one you want to install.
    4. In Salesforce Sales Cloud, navigate to the Package Install page, select Install for All Users, and then select Install.
    5. Once the installation is complete, select Done.

      A warning icon

      If you're upgrading from Salesforce CPQ 1.0 or 2.0 to Salesforce CPQ 3.0 or later and you made customizations that you want to save, do the following:

      1. Compare the local backup you saved of the CPQConfig.xml file with the new version of the file that just installed.
      2. Copy customizations from the backup to the new file.

      If you're updating from any previous version of the integration software, do the following:

      1. Go to the Installed Packages page, select Configure next to the AvaTax for Salesforce CPQ package.
        The AvaTax for Salesforce CPQ page opens and the Account Credentials tab is selected.
      2. Select Test Connection.
  • Was this article helpful?