Welcome to the Avalara Exemption Certificate Management (ECM)/CertCapture Integration Guide! This guide describes the steps to follow to integrate ECM into your system to store customer records.

ECM centers on the customer relationship management (CRM) component of your application. It provides a method for managing exempt customers, with AvaTax linking documents into your customer records.

You just create and sync customer information between your platform and AvaTax, and you use AvaTax to send requests from your platform to your customers.

In fact, for this integration, you’ll only touch 3 certificate endpoints:

Whether you use ECM to manage a few certificates or CertCapture to manage many certificates, use this guide to integrate ECM into your ecommerce or ERP system.

For technology partners, this guide includes Certification requirements sections and topics for you to understand what you need to accomplish to earn the Document Management badge. The badge requirements are divided into 3 element types:

Required: Include this design element to become certified.
Conditional: Depending on your use case, you may need to include this design element.
Suggested: We don't require this design element, but we recommend that your UI includes it.

For API customers, we recommend that you follow this guide when using AvaTax APIs in your own systems.

The sections in this guide are divided into individual milestones in the order to be completed or reviewed while building your integration.

Be sure to complete a milestone before moving on to the next.

Please note that:

ECM doesn't validate customer records.
- You can configure CertCapture to validate exemption documents automatically or add them to a queue for manual validation.
- ECM doesn't have a queue.

There are subtle differences in the integration depending on whether you're integrating in an ecommerce or ERP environment. This guide calls out these differences when necessary.

Notice:
The information provided in this Integration Guide is based on standard practices. It is up to each individual developer to determine the applicability of such information and to verify the functionality and use of the information. All information, including examples of code, is provided on an "As-is" basis. Use of Avalara's website is covered by Avalara's site terms located here: https://www.avalara.com/us/en/legal/site-terms.html.

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