Establish a connection between Salesforce B2C Commerce SFRA and AvaTax
This article applies to:Connector for Salesforce B2C Commerce SFRA
After you install Connector for Salesforce B2C Commerce (the AvaTax SFRA cartridge), connect Salesforce B2C Commerce to AvaTax.
Before you begin
- If you haven't created a company profile in Avalara, create one now.
- Have your account number and license key with you.
Steps
- In Business Manager go to Administration > Operations > Services.
- 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.
- 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.
- 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.
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.
- On the Credentials tab, complete the following:
- 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.
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.