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How do I migrate my company settings from Production to Sandbox?

Overview

I would like to migrate the settings from my Production account to my Sandbox account.

Environment

Avalara AvaTax

Resolution

  • Have a user who is an Account Admin in both, the origin (from) and destination (to) accounts, email support@avalara.com, include:
    • Account numbers for where you want the data migrated 'from' and 'to'
    • Company code(s) of the companies you would like migrated  
      • If a company already exists in the 'to' account with the same company code, please indicate what you wish the company code to be for the existing company.
        • Company codes cannot be duplicated in a single account, so generally that existing company code is changed. 
  • Support will copy the company(s) from the origin accounts and add to the destination, then email you to confirm the company has been added