Administration/Utilities integration


Requirement	Use case	Endpoints/Models	Element type
AvaTax configuration window	Merchants/Users need to be able to access a URL that points to ECM and sign in using either their username/password or their account number/license key. They also need to be able to perform a company code lookup.	N/A	Required
Test AvaTax connection	Merchants/Users need to be able to test the connection to the document management service and verify their credentials.	Ping, QueryCompanies	Required
User guide	Merchants/Users must have a way to access a user guide. This guide should contain screenshots and information allowing the user to configure ECM and information on the functionality of the integration.	N/A	Required
Option to enable client-side logging	Merchants/Users must have the option to retrieve detailed ECM logging within the application. This logging doesn’t need to run all the time, as doing so will cause the database to grow large. You can arrange to log only the last week, 30 days, custom, or have a control for the next N hours, and so on. This requirement is to assist customers and support in troubleshooting exercises, so it must be retrievable by a user (or an administrator). It should be specifically Avalara service calls.	N/A	Required
Batch load customers	Your integration should allow you to batch-load customer records into ECM.	CreateCustomers	Suggested
Request timeout definition	Merchants/Users should define a timeout length on their back-end service for ECM requests.	N/A	Suggested
ECM admin console link	Your integration should provide administrators with a link to your ECM application dashboard.	N/A	Suggested