Get certified

Congratulations! At this point, you've completed all previous milestones, and you're ready for your integration to be reviewed.

How do I submit?

To initiate a functional review:

Create a recording demonstrating your integration, including the installation.
Send the recording along with the user guide to DG-PartnerLaunch@avalara.com.

Avalara will review your demo and then follow up with you. During this follow-up, Avalara will either request more information from you or inform you that you achieved certification.

What do I include in the demo?

Your integration should include all requirements mentioned in the previous chapters. Specifically, we want to see the following:

Core integrations

How you install or enable your integration
Configuration screen and authentication process
- Demonstrate inputting your credentials.
- Show that you have a test connection button, an option to disable document recording/committing, and an option to designate connecting to a Production or Sandbox environment.
- Show that your company code is defined.
How you configure company or seller settings
- Show how to specify the service class and business class.
- Show option for specifying whether a company has facilities.
- Show option for specifying whether a company is a franchise.
How you configure customer or buyer settings
- Show how to specify the sale type and the customer type.
- Show option for specifying whether a customer is a lifeline customer.
- Show how to define exemptions.
Show reporting fields
- Account reference (acct) - Recommended
- Customer reference (custref) - Recommended
- Invoice number reference (invn) - Required if in the seller system
- Billing period (bpd) - Required
- Currency code (ccycd) - Required
Transaction level settings
The quote-to-cash process, including transaction scenarios along with doc codes
- The quote-to-cash process should specifically call out the times when the system is reaching out to AvaTax for a tax calculation and when the system is going to record a transaction to Avatax for further reporting and remittance.
- The transaction scenarios can be the same scenarios from the prior Example transactions > Core requirement examples section.
Additional considerations
- Show that the proper HTTP Headers are being sent (assuming you’re leveraging REST v2 API).
- Show that a reasonable API request ratio is used during invoicing.

VoIP integrations

Transaction level settings
- Demonstrate bundling in transactions.
- Demonstrate specifying the number of lines and minutes in a transaction.
- Demonstrate the ability to specify a private line split percentage.
- Demonstrate passing single- and multi-channel lines in a transaction.
VoIP use cases
- Show examples of VoIP transactions. You can include the transactions listed in the Examples > VoIP section.

International integrations

Transaction level settings
- Demonstrate ability to pass international PCode values.
- Show that you can map international products to Avalara T/S pairs.
- Demonstrate calculating tax-included transactions
International use cases
- Show examples of International transactions. You can include the transactions listed in the Examples > International section.