Enhancement to the Manage Integration page
We’ve enhanced the Manage Integration page. The updates are as follows:
- The Discover Integrations tab is renamed to All Integrations.
- The display of the Connector and Extractor tiles now depends on the certain scenarios, as described in the following table:Show 102550100 entriesSearch:ColumnScenariosTilesFilter results…0 rows foundExport to ExcelExport to CSVTable 1. Connector tiles scenarios ScenariosTiles Filter0 rows foundFilter0 rows found
If you’ve purchased the connectors but haven’t connected them, the connector tile displays the following: Connector logo Connector Name View installation guide link Connect button if there’s a connector URL Download button if there’s a download version of the connector Know more button if there’s no connector URL
If you’ve purchased and connected the connectors, and the connector configuration is simplified, the connector tile displays the following: Connector logo Connector Name Integration Company name Avalara Company name Last data refresh date Manage settings button Add another connection button Installed version number and Version info link if multiple versions of the connectors are present.
If you’ve purchased and connected the connectors, and the connectors configuration isn’t simplified, the connector tile displays the following: Connector logo Connector Name Message Login to your business applications to manage your connector settings Last data refresh date Add another connection button Version info link if multiple versions of the connectors are present
The Extractor tiles have been redesigned and the icon is included on each tile. Select this icon to display the options that you can select to perform the required actions associated with each tile.
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Redesigned the What you sell and buy page
We’ve redesigned the What you sell and buy page. The updates are as follows:
- The Status column displays the following statuses for item details: No Status or blank status Complete Missing Item details Ready for review Uncategorized Working on recommendations
- For some statuses, one of the following action links appear that you can select to complete an action: Update status Edit item Review recommendation Find a tax category
- You can bulk import items using the Avalara Item - Tax code only template. Ensure you follow the AvaTax Item-Tax code only template guidelines before importing the items. For more information on bulk import, see bulk import items.
- Avalara provides tax category recommendations. For the most accurate recommendations, you must provide information such as the Item name, product or service category, and a detailed description of the item. For more information on tax category recommendations, see tax category recommendations.
- You can use the taxability matrix to create, download, and export the taxability matrix for information on items for each jurisdiction in which you sell. For more information on the taxability matrix, see taxability matrix. Note The newly redesigned What you sell and buy page is available only to users without a custom duty subscription.
Users with a custom duty subscription will see the existing What you sell and buy page.
For more information, see Categorize your products for precise tax calculations.