Avalara is now integrated with the Lime Light CRM. If you have an account with this tax provider, you can start taking advantage of this technology which allows you to post data directly to them through an automated process.
To configure Avalara into your Lime Light CRM, you will go to Payment Systems>Tax Providers, then choose “Add Tax Provider” from the Actions drop down menu.
The requirements to configure Avalara are the following:
Company Code: This will be provided to you by Avalara.
Account Number: This will be provided to you by Avalara.
License Key: This will be provided to you by Avalara.
Tax Shipping: Select whether or not you want to tax the shipping.
States Filter: Select a state for your tax request.
Commit Transaction: This controls the way in which the records are submitted to Avalara.
Test Connection: Select if you want to test the connection.
Alias: For internal purposes only; it helps you identify a specific tax provider account among several of them in your CRM.
Avalara Additional Configuration Notes
- Under Offers>Shipping, configure the appropriate Tax Freight Code within your shipping methods, and this code will be provided to you by Avalara.
- This provider will be assigned at the campaign level. Once Avalara is configured in your CRM, you can assign this provider to your campaign by its "alias" under the field named “Tax” as shown in the illustration below.