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Upload Avalara tax codes from Salesforce Sales Cloud in bulk

This article applies to:Connector for Salesforce Sales Cloud

Before you map items to Avalara tax codes, you need to create them in AvaTax. The quickest way is to upload many at once.

Steps

  1. In Salesforce Sales Cloud, go to Products, select any view under Product Views, and then select Go.
  2. Select products to which you want to assign tax codes based on their current state, and then select Upload AvaTax Tax Code.
    • If you want to assign Avalara tax codes to products that don't currently have one, select those products under Assign Tax Code.
    • If you want to change the Avalara tax codes of products that already have them, select those products under Override Tax Code.
  3. Enter a type of tax code or product to get a list of existing tax codes and select the tax code you want to apply.
  4. Select the items from the list to which you want to apply that tax code and then select Save.
 
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