Plan your integration

This table provides an overview of the requirements for provisioning new accounts. Review this table to help you plan your integration.


Requirement	Use case	Endpoints/models	Required, conditional, or suggested
Request a new account	Your integration must provide a way for existing Avalara AvaTax accounts to add entitlements and for users to provision new accounts.	RequestNewAccount	Required
Request a new entitlement	Your integration must provide a way for users with existing accounts to add entitlements to their accounts.	RequestNewEntitlement	Required
Error handling	Your integration must provide relevant provisioning errors to users and run a fallback method for authentication confirmation.	N/A	Required
Validate password strength	If your integration allows users to configure their passwords, you should ensure that users provide strong passwords for authentication to the provisioned Avalara service.	N/A	Conditional
Accept terms and conditions	Your integration must provide users with a way to view and accept relevant Avalara product terms and conditions before provisioning a new account.	NewAccountRequestModel	Required
Welcome message	Determine whether to present users with a welcome message when they successfully provision an account.	NewAccountRequestModel	Suggested
Nexus confirmation	When new accounts are provisioned, users must receive a message confirming the Nexus settings for the `companyID` provided in the request.	ListNexusByCompany	Required
Tooltips	Your UI must provide tooltips for users.	N/A	Required