Requirements for extractor certification
The badge for Extractors certifies connectors that extract data from the ERP and send it through API to report tax obligations.
Having a certified Extractor make the implementation process easier and agile, reducing significantly the project time.
Below we listed the main transactions that need to be completed to get the certification. However, additional transactions can be required according to the business type, given the complexity of the Brazilian tax world.
The partner can be certified at any time, but will only be considered "Launched" to the market, after two customers in production using the connector.
The partner will be responsible for support customers in production and give the maintenance of the developed connector.
The partner will be responsible for providing training and a guide to support customers.
To present an SLA (Service Level Agreement) plan.
Present a schedule detailing development times, unit tests, and integration tests.
We inform the importance of our partners complying with the rules and determinations of the General Data Protection Law - LGPD (Law No. 13,709), not disclosing or exposing customer data.
Setup Avalara Credentials
The best practice is to enhance the UI for easy entry of Avalara credentials including:
Test Authentication Connection - Ping Service
Given that all transactions are based on request/response JSON, the connector should provide logs of these transactions for troubleshooting, if necessary. Partners can define the time necessary to keep those data on the system.
Set the timeout to API calls
Set a timeout to API call, as recommended by best practices.
Security Communication Protocol – HTTPS/SLL
The platform (ERP´s, middleware’s,
Previous versions will be discontinued and are not recommended.
Provide evidence that demonstrates which environment (Production or Sandbox) the client/partner is operating
Extractors must guarantee that all relevant data to obligations report are correctly mapped from ERP.
Extractors must guarantee that all relevant documents for a correct tax calculation and fiscal report were selected.
Extractors must have a mechanism to ensure control of what has already been extracted.
Inform version compatibility with the ERP with the connector.
Inform the connector architecture, as well as the prerequisites for operation, either on Premise or in the cloud.
Namespaces – SAP
Exclusive for partners who will develop a connector for SAP ERP, it is mandatory to have a reserved domain within the SAP system, which must be active and licensed.