Last Updated: 05/08/2023
The sticky.io platform has a new Avalara V2 Integration. This integration has a lot more options and flexibility then the original integration. All new tax profiles should use the Avalara V2 Integration option.
Avalara V2 Upgrades:
Process line-item and partial refunds with Avalara tax calculator.
Distinguish between Refunds and Chargebacks using the Reference Code field
To configure Avalara into your sticky.io platform instance, you will go to Settings > Providers and under ACTIONS select Add New Provider Profile. Select the type = Tax and select Avalara V2 from the drop down. Fill out the required parameters which are outlined below and click “Save”.
For more information on this provider, click here https://www.avalara.com/
These parameters are briefly described here for your reference:
Alias: For internal purposes only; it helps you identify a specific tax provider account among several of them in your platform.
Account Number: This will be provided to you by Avalara.
Company Code: This will be provided to you by Avalara.
License Key: This will be provided to you by Avalara.
Other Countries Filter: Select the countries for your tax request.
Send Chargebacks: This is a YES/No field. Select YES if you want Chargeback information sent to Avalara
Send transaction to Avalara: If you want to send test orders to Avalara, you will select Yes for this option. If you do NOT want to send test orders to Avalara, you will select No for this option.
States Filter: Select a state for your tax request.
Test Connection: Select if you want to test the connection.
Test Mode: Select this to use Avalara in Test Mode
Warehouse Address: Place the Address of your warehouse here
Warehouse City: Place the City of your warehouse here
Warehouse Country: Place the Country of your warehouse here
Warehouse State: Place the State of your warehouse here
Warehouse Zip: Place the Zip Code of your warehouse here
After you have configured your new provider account into your platform, you will assign it at the campaign level. This means that it will not be automatically be enabled on all your campaigns; instead, you will assign it to those campaigns that you choose to assign it to.