Get certified

Congratulations! At this point, you've completed all previous milestones, and you're ready for Avalara to review your integration.

How do I submit?

To initiate a functional review:

Create a recording demonstrating your integration, including the installation.
Send the recording along with the user guide to DG-PartnerLaunch@avalara.com.

Avalara will review your demo and then follow up with you. During this follow-up, Avalara will either request more information from you or inform you that you achieved certification.

What do I include in the demo?

Your integration should include all requirements mentioned in the previous chapters. Specifically, we want to see the following:

Core integration requirements

How you install or enable your integration.
Your configuration screen and authentication process, including:
- Demonstrate inputting your credentials.
- Show that your integration includes:
  - A test connection button
  - An option to designate connecting to a Production or Sandbox environment
- Show that you defined a company code.
How you identify business entities, locations, and product and mode code.
The quote-to-cash process, including transaction scenarios along with doc codes:
- The quote-to-cash process should specifically call out the times when the system reaches out to ATE for tax calculation and when the system records a transaction for further reporting and remittance.
Other considerations
- Show that your integration sends the proper HTTP headers (assuming that your integration uses the REST v2 API).
- Show that your integration includes an address validation, filter-by-country option or that you limit address validation requests to only the US and Canada.
- Show that your integration uses a reasonable API request ratio during invoicing.
- Show that sales invoices use an AvataxDocumentType of SalesInvoice and that you don't call AvaTax multiple times for the same invoice.
- Confirm that orders/estimates use an AvataxDocumentType of SalesOrder or PurchaseOrder.

Tobacco, nicotine, and vape integrations

Demonstrate that you can run the tobacco, nicotine, and vape example transactions included in this guide.

Fuel integrations

Demonstrate that you can run the fuel example transactions included in this guide.