# Planning your integration Source: https://developer.avalara.com/tax-docs-en/before_you_begin/planning_your_integration/ # Planning your integration This section provides an overview of the badge certification requirements for the **TaxDocs Monitor Inbound** connector necessary to become a certified partner. Review this section to help plan your integration. **Advice:** Before starting your integration, it is important to scope out the requirements listed for this certification program. Administration and utilities requirements **Mandatory / Suggested** **Requirements** **Notes** **Level** Mandatory Setup Avalara Credentials The best practice is to enhance the UI for easy entry of Avalara credentials including: \- Client ID Token \- Secret Token UI Mandatory Test Authentication Connection - PING Service There is one method available for service availability/PING UI Mandatory Comprehensive Logging Given that all transactions are based on request/response JSON, the connector should provide logs of the transactions for troubleshooting, if necessary. Partners can define the time necessary to keep those data within the system UI Mandatory Select environment option Provide environment option in order to allow the key user to change between sandbox and production environment UI Mandatory Checking Environment Provide evidence that demonstrates which environment (production or sandbox) the client/partner is operating UI Mandatory Control panel to monitoring the invoices extracted from the application Develop a screen that allows the user to monitor (dashboard/cockpit) not only the documents extracted from the Avalara application, as well as enabling tax actions (POST) from the source system UI Suggested Set the timeout to API calls Set a timeout to API call, as recommended by best practices Hide configuration Mandatory API Base URL The URLs should be system settings Hide configuration Mandatory Version Inform version compatibility with the ERP and the connector architecture Documentation Mandatory Architecture Inform the connector architecture, as well as the prerequisites for operation, either on Premise or in the cloud Documentation Mandatory Architecture Inform the connector architecture, as well as the prerequisites for operation, either on Premise or in the cloud Documentation ### Main transactions Below we list the main scenarios that need to be completed to get certified. However, additional transactions may be required according to the type of business, given the Brazilian tax complexity. Electronic invoice scenarios (NFE) **Mandatory/**  **Suggested** **Scenarios** Mandatory Returns a list of invoices (NFE) Mandatory Retrieves the content of the electronic invoice (NFE) Mandatory Retrieves the XML of the electronic invoice (NFE) Mandatory Retrieves the DANFE of the electronic invoice (NFE) Mandatory Checks the list of canceled invoices Mandatory Records the electronic invoice Manifest (NFE) event Mandatory Retrieves the XML of the electronic invoice correction letter (NFE) Suggested Posts an electronic invoice event (NFE) Suggested Posts a record of the electronic invoice receipt (NFE) Electronic invoice for services scenarios **Mandatory/**  **Suggested** **Scenarios** Mandatory Returns a list of electronic invoices for services (NFSE) Mandatory Retrieves the content of the electronic invoice for services (NFSE) Mandatory Retrieves the XML of the electronic invoice for services (NFSE) Mandatory Retrieves the PDF of the electronic invoice for services (NFSE) Bill of ladding scenarios (CTE) **Mandatory/**  **Suggested** **Scenarios** Mandatory Returns a list of electronic bills of lading (CTE) Mandatory Retrieves the content of the electronic bill of lading (CTE) Mandatory Retrieves the XML of the electronic bill of lading (CTE) Mandatory Retrieves the DACTE of the electronic bill of lading (CTE) Suggested Updates the status of an electronic bill of lading (CTE) at SEFAZ [Previous](/for-review-only/en/leila-paul/tax_docs_en/before_you_begin/about_the_program.html) [Next](/for-review-only/en/leila-paul/tax_docs_en/before_you_begin/resources/additional_resources.html)