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

ECM is centered around 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 will only touch three Certificates endpoints:

Whether you use ECM to manage a small number of certificates or CertCapture to manage a large number, you can use this guide to integrate ECM into your ecommerce or ERP system.

The sections are broken down into individual milestones in the order they should be completed in your integration, so be sure to complete a milestone before moving on to the next.

Note

ECM doesn't validate customer records.
- CertCapture can be configured to automatically validate exemption documents 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. These differences will be called out when necessary in this guide.

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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