Creating your account

Before you continue with this guide, be sure that you set up an account and completed onboarding. During the onboarding process, Avalara creates a Customer Portal account, which includes your ATE REST v2 account information and the account X-Company-ID. If you don’t have a Customer Portal account, contact your account manager to obtain Customer Portal access.

When Avalara creates the Customer Portal account, you'll receive an Avalara Excise Platform User Account email with a link to activate your Customer Portal account. Follow the instructions in the email, and you're all set! The Customer Portal password is the same password that you use for REST v2 authentication.

Note

You can create Customer Portal Accounts for 2 environments: Sandbox and Production. To ensure that your API credentials are unique for Sandbox and Production, provide a different email address for each environment. This helps to prevent accidentally committing test data to your Production environment. Both environments send an Avalara Excise Platform User Account email. When you set your password, note which environment you're working in so that you can avoid any password problems.