# Administration/Utilities integration

Source: https://developer.avalara.com/products/ecm/integration-guides/document-management/qqy8216753849827/

Guide: Exemption Certificate Management (ECM)

# Administration/Utilities integration

Understand the requirements and use cases for integrating administration and utilities with ECM.

Requirement

Use case

Endpoints/Models

Element type

[AvaTax configuration window](/document-management/gpv1621199904590/ "Understand the required elements and endpoints for configuring the AvaTax connection.")

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](/document-management/xpl6989711758891/ "Learn how to test the AvaTax connection and verify credentials using APIs.")

Merchants/Users need to be able to test the connection to the ECM service and verify their credentials.

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

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

Required

[User guide](/document-management/ydf0559411287520/ "Learn about the required elements and content for creating a user guide for ECM configuration and usage.")

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](/document-management/iwq0239781656153/ "Learn about enabling detailed AvaTax transaction logging for troubleshooting and support.")

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](/document-management/zxh2583542672601/ "Learn how to batch load customer information using the CreateCustomers API.")

Your integration should allow you to batch-load customer records into ECM.

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

Suggested

[Request timeout definition](/document-management/twy3343025306476/ "Understand the importance of defining a timeout length for API requests in AvaTax.")

Merchants/Users should define a timeout length on their back-end service for ECM requests.

N/A

Suggested

[ECM admin console link](/document-management/xds4044439711823/ "Details about providing a link to the ECM admin console in your integration.")

Your integration should provide administrators with a link to your ECM application dashboard.

N/A

Suggested