# Customer record integration

Source: https://developer.avalara.com/products/ecm/integration-guides/document-management/orw1988639446020/

Guide: Exemption Certificate Management (ECM)

# Customer record integration

Understand the requirements and use cases for integrating customer records with Avalara's ECM system.

Requirement

Use case

Endpoints/Models

Element type

[Create customer records](/document-management/ljv3943604538094/ "Learn how to create customer records in ECM, including required fields and considerations for exempt customers.")

As you create customer records, you must provide a function to create a corresponding customer record in ECM.

Required fields:

-   Customer code

-   Customer name

-   Mailing address

[CreateCustomers](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/CreateCustomers/)

Required

[Update a customer record](/document-management/nld9484660301080/ "Learn how to update a customer record in ECM using the UpdateCustomer API.")

As you update customer records in your application, you must provide a method to update the corresponding customer record in ECM.

[UpdateCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/UpdateCustomer/)

Required

[Retrieve customer exemption status](/document-management/wla8487563194790/ "Learn how to retrieve and display exemption certificate information for a customer record.")

Retrieve and display exemption certificate information associated with a customer record.

The displayed information must include:

-   Exempt state

-   Exempt reason

-   Certificate expiration date

For existing AvaTax integrations, optionally identify an exempt reason on a customer record.

For nonexisting AvaTax integrations, you must identify the exempt reason on the customer record.

[GetCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/GetCustomer/)

Required

[View exemption certificate](/document-management/rqh1650362638604/ "Learn how to view customers associated with an exemption certificate using the GetCertificate endpoint.")

Your integration must provide a way to view an exemption certificate associated with a customer record.

[DownloadCertificateImage](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/DownloadCertificateImage/)

Required

[Print or save a certificate](/document-management/svp7158862933638/ "Learn how to print or save a certificate using the DownloadCertificateImage endpoint.")

Your integration must allow for certificates to be printed or saved on the local system.

[GetCertificate](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/GetCertificate/)

Required

[Request a new certificate](/document-management/wet5779845829641/ "Learn how to request a new exemption certificate when the current one expires.")

As exemption certificates expire, your integration must provide a function to send the customer a request for a new exemption certificate.

[CreateCertExpressInvitation](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/CertExpressInvites/CreateCertExpressInvitation/)

Required

[Revoke a certificate](/document-management/oas0801600897334/ "Learn how to remove an exemption certificate from a customer when it expires or is no longer applicable.")

Your integration should provide a method to revoke/unlink a certificate from a customer record.

[UnlinkCertificatesFromCustomer](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Customers/UnlinkCertificatesFromCustomer/),

[UnlinkCustomersFromCertificate](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Certificates/UnlinkCustomersFromCertificate/)

Suggested