Migrate AvaTax data from Salesforce to Salesforce Sales Cloud

Select Id, Name, AVA_SFCORE__Exemption_Number__c

FROM Account

WHERE AVA_SFCORE__Exemption_Number__c != NULL AND AVA_MAPPER__Exemption_Number__c = NULL

• Salesforce exports IDs of entity use/code object. So, a user needs to map entity use/code record IDs instead of value.
• So entity use/code has not been included in the above query.

Select Id, Name, AVA_SFCORE__Tax_Now_Status__c, AVA_SFCORE__request__c, AVA_SFCORE__Sales_Tax__c

FROM Opportunity

Where AVA_SFCLOUD__Sales_Tax__c = null

1. AvaTax for Salesforce Sales Cloud compares the tax date field with the Opportunity CreatedDate field. If these are different, connector considers it as a Tax Date override

2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".

3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

4. To override the Tax Date, select the tax date at the transaction level in the Tax Date field

5. So AvaTax Message & Tax Date fields are not included in the above query

Data Loader Query

Select Id, Name, AVA_SFCORE__LineTax__c, AVA_SFCORE__Details__c, AVA_SFCORE__Rate__c

FROM OpportunityLineItem

Where AVA_SFCORE__LineTax__c != null and AVA_SFCLOUD__SalesTax_Line__c = null

Select ID, Name, AVA_SFQUOTES__Avalara_Status__c, AVA_SFQUOTES__Invoice_Messaging__c, AVA_SFQUOTES__ShippingTax__c, AVA_SFQUOTES__Tax_Now_Status__c

From Quote

Where AVA_SFCLOUD__AvaTax_Doc_Status__c = nul

1. AvaTax sales cloud compares the tax date field with the Quote CreatedDate field and if these are different, connector considers it as a Tax Date override

2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".

3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

4. If a user wants to override the Tax Date, they've to select the tax date again at a transaction level in the new connector Tax Date field

5. So AvaTax Message & Tax Date fields are not included in the above query

Data Loader Query

Select Id, AVA_SFQUOTES__Sales_Tax_Amount__c, AVA_SFQUOTES__Sales_Tax_Details__c, AVA_SFQUOTES__Rate__c

FROM QuoteLineItem

Where AVA_SFQUOTES__Sales_Tax_Amount__c != null and AVA_SFCLOUD__SalesTax_Line__c = null

Select Id, Name, AVA_SFORDERS__Avalara_Status__c, AVA_SFORDERS__Invoice_Messaging__c, AVA_SFORDERS__Sales_Tax__c, AVA_SFORDERS__Tax_Now_Status__c

FROM Order

Where AVA_SFORDERS__Sales_Tax__c != null and AVA_SFCLOUD__Sales_Tax__c = null

1. AvaTax sales cloud compares the tax date field with the Order CreatedDate field and if these are different, connector considers it as a Tax Date override

2. Sales Cloud connector has custom field data type as "Date Time" while the previous connector, custom field data type as "Date".

3. The previous connector doesn't have the Time value and if a user migrates the previous connector "Tax Date" dates to the new connector field, due to time is missing Sales cloud connector will consider all transactions as a Tax Date Override

4. If a user wants to override the Tax Date, they've to select the tax date again at a transaction level in the new connector Tax Date field

5. So Tax Date field is not included in the above query

Data Loader Query

Select ID, AVA_SFORDERS__LineTax__c, AVA_SFORDERS__Details__c, AVA_SFORDERS__Rate__c

From OrderItem

Where AVA_SFORDERS__LineTax__c != null and AVA_SFCLOUD__Sales_Tax_Rate__c = null

Select ID, AVA_SFCORE__Tax_Code__c, AVA_SFCORE__UPC__c

From Product2

Where (AVA_SFCORE__Tax_Code__c != null and AVA_SFCLOUD__Tax_Code__c = null) OR (AVA_SFCORE__UPC__c != null and AVA_SFCLOUD__UPC__c = null)