Integrating Avalara with Uphance lets you streamline tax compliance, simplify tax returns and reporting, and deliver a seamless shopping experience to your customers.
This guide will walk you through the integration process, step by step. Do bear in mind that Avalara is a paid app in Uphance.
Step 1: Add the App
The very first step is to add the app by opening the All Apps page.
Step 2: Configure the App
Once you've added the app, the next thing you will want to do is to configure it so that it syncs with your Avalara account.
To do so, copy your account ID, license key, and company code from your Avalara account and paste them into the appropriate fields, and then save.
Click the "Do you want to connect to Staging?" checkbox to test the connection in sandbox.
Step 3: Complete the Configuration
By now, you must have successfully connected Avalara with Uphance. The next step is to set the default tax code.
The tax code can also be set based on each product category you have in Uphance.
Note: If you fail to set a tax code for a product category, the system will automatically select the default code you set in the Avalara configuration.
Step 4: Assign Avalara to Your Sales Channels
The last step is to set Avalara as a tax rate provider to your sales channels. To do so, open the invoicing settings page, select a sales channel (or add one), country, and the tax rate provider (Avalara).
In the example above, we set Avalara as the tax rate provider for orders coming from the UK and the wholesale channel.
Don't forget to save changes when you are done.