Get started with your ECM for ecommerce setup overview

Generate an authorization token and incorporate it into a standard ecommerce integration workflow.

This configuration guides you through creating an exemption certificate. The certificate is added as a valid exemption certificate in your account. Customers can usually make an exempt purchase immediately after.

This basic configuration is ideal if you want customers to create a new exemption certificate for each tax-exempt purchase on your ecommerce platform. If you prefer to manually validate certificates or allow customers to view their existing exemption certificates, refer to the "Customize your workflow" section that follows.