Reference

Avalara page

To open the Avalara page, go to More > Integrations, and click the Avalara card. To find the card, you can filter by Sales Tax.

Element	Description
NEW CONNECTION	The button opens the connection form. It is unavailable while an Avalara connection has no Zenskar business entity.
Connections	The tab lists the Avalara connections of your organization. See Connections tab.
Logs	The tab lists the sync events of all Zenskar invoices. See Logs tab.

Connection form

NEW CONNECTION on the Avalara page opens the connection form.

Field	Required	Description
License Key	Yes	The field takes the license key of your Avalara account.
ACCOUNT ID	Yes	The field takes the account ID of your Avalara account.
Company Code	No	The field takes the company code of the Avalara company. The field contains `DEFAULT` until you change it.

Connect checks the account ID and the license key with Avalara. If Avalara accepts them, the Avalara Setup page opens at the Connect step. If Avalara rejects them, Zenskar shows an error. The credentials must belong to the Avalara environment that matches the type of your Zenskar organization.

Avalara Setup page

The Avalara Setup page opens after Connect on the connection form. It also opens from Select Business Entity and Edit on the Connections tab. Opening the page needs Can Read Integration Config. The steps after Connect become available after the connection has a Zenskar business entity. Then you can also click a step at the top of the page to go to it.

Step	Content	Main button
Connect	The step shows Select Zenskar Entity. There, you select the Zenskar business entity of the connection. After the connection has one, the field shows it. The field is then unavailable. The step also shows Tax on Invalid Address. Cedar does not use this setting.	Save & Continue saves the Zenskar business entity of a connection that has none. Otherwise, Continue goes to the next step.
Countries Serving	The step shows the served countries of the Zenskar business entity. It also shows the tax engine of each served country. See Manage served countries.	Continue goes to the next step.
Tax Categories	The step shows the Zenskar tax categories with their Avalara Tax Code. Browse Avalara tax codes opens the list of Avalara tax codes. See Map a Zenskar tax category to an Avalara tax code.	Finish Setup opens the Connections tab.

Connections tab

The Connections tab of the Avalara page lists the Avalara connections of your organization.

Element	Description
Account ID	The detail shows the Avalara account of the connection.
Connected Entity	The detail shows the Zenskar business entity of the connection.
Connected On	The detail shows the date on which the connection was created.
Last Updated On	The detail shows the date on which the connection last changed.
Status	The detail shows Configured after the connection has a Zenskar business entity. Before that, it shows Pending Configuration.
Select Business Entity	The button appears on a connection without a Zenskar business entity. It opens the Avalara Setup page at the Connect step.
Edit	The button opens the Avalara Setup page of the connection. See Edit an Avalara connection.
Disconnect	The button opens the Delete Connector ID dialog. See Disconnect Avalara AvaTax.

Exemption custom attributes

The Edit Customer panel shows these custom attributes under Custom Attributes. See Exempt a Zenskar customer in Avalara.

Key	Type	Description
`exempt_tax`	Boolean	When the value is true, Avalara treats the transactions of the Zenskar customer as exempt. Every organization has this custom attribute.
`tax_exemption_number`	Text	Zenskar sends the value as the exemption-certificate number. When the value is empty, Zenskar sends `exempt`.
`entity_use_code`	Text	Zenskar sends the value as the Avalara entity-use code. Browse Avalara entity use codes opens the list of codes.

Integrations tab of a Zenskar invoice

The Integrations tab appears on a Zenskar invoice that is approved, partially paid, paid, or void. Opening the Zenskar invoice needs Can Read Invoice.

Element	Description
Avalara ID	The card is under Linked Integration Objects. It shows the ID of the Avalara transaction of the Zenskar invoice. The copy icon next to the ID copies it.
Integration Logs	The table lists the sync events between Zenskar and Avalara for the Zenskar invoice. Each row shows the event, its status, and its timestamp. Failed shows only the failed events.

Logs tab

The Logs tab of the Avalara page lists the sync events of all Zenskar invoices. It has the same columns and filters as Integration Logs. See Integrations tab of a Zenskar invoice. The tab needs no specific permission.

IDs in Avalara

Zenskar names each Avalara transaction and each Avalara customer. Avalara shows the transaction ID as the document code.

Object	ID in Avalara
Avalara transaction	The ID has the form `{Zenskar invoice ID}:`, followed by eight characters.
Avalara customer	The customer code is the Zenskar customer ID. When a Zenskar invoice has a payer, the customer code is the ID of the payer.

Permissions

Action	Permission	Group
Enter the credentials of a new connection	None
Open the Avalara Setup page	Can Read Integration Config	INTEGRATION_CONFIG
Select the Zenskar business entity of a connection	Can Read Integration Config	INTEGRATION_CONFIG
Select the Zenskar business entity of a connection	Can Create Integration Config	INTEGRATION_CONFIG
Set the served countries and the Avalara tax codes in the setup	Can Update Organisation Config	ORGANISATION_CONFIG
Map a Zenskar tax category to an Avalara tax code	Can Update Organisation Config	ORGANISATION_CONFIG
Create the exemption custom attributes	Can Create Organisation Config	ORGANISATION_CONFIG
Exempt a Zenskar customer in Avalara	Can Read Customer	CUSTOMER
Exempt a Zenskar customer in Avalara	Can Update Customer	CUSTOMER
Check the Avalara transaction of a Zenskar invoice	Can Read Invoice	INVOICE
View the Logs tab	None
Disconnect Avalara	None

API reference

Avalara connections have no API. The Zenskar API has no operations specific to Avalara.

Troubleshooting

Problem	Cause	Solution
NEW CONNECTION is unavailable.	An Avalara connection has no Zenskar business entity.	On that connection, click Select Business Entity. Then finish the setup.
Connect shows an error.	Avalara rejected the account ID and the license key. The values can be wrong, or they can belong to the other Avalara environment.	Check both values in Avalara. Use credentials from the environment that matches your Zenskar organization.
Save & Continue shows an error about another tax engine.	The Zenskar business entity already has another third-party tax engine connected.	Disconnect the other tax engine, or select another Zenskar business entity.
The tax-category panel has no Avalara Tax Code field.	Avalara is not connected.	Connect Avalara.
An Avalara tax code cannot be saved.	The code is longer than 25 characters.	Enter a valid Avalara tax code.
A Zenskar invoice has no tax for a jurisdiction.	The Avalara company has no nexus in the jurisdiction.	Set up nexus in the Avalara company.
Avalara taxes an exempt Zenskar customer.	The `exempt_tax` custom attribute of the Zenskar customer is not true.	Exempt the Zenskar customer.
A draft Zenskar invoice is held at approval after an exemption change.	Zenskar generated the draft invoice before the change.	Regenerate the Zenskar invoice.
Generating Zenskar invoices fails after a disconnect.	A served country still uses Avalara as its tax engine.	Change the tax engine of the served country.
A draft Zenskar invoice is held at approval after a disconnect.	Avalara priced the draft invoice before the disconnect.	Regenerate the Zenskar invoice.

Getting started

Product modules

Security

Model context protocol (MCP)

Pricing models

Third-party integrations

Zenskar versioning

Roadmap

Avalara page

Connection form

Avalara Setup page

Connections tab

Exemption custom attributes

Integrations tab of a Zenskar invoice

Logs tab

IDs in Avalara

Permissions

API reference

Troubleshooting

​Avalara page

​Connection form

​Avalara Setup page

​Connections tab

​Exemption custom attributes

​Integrations tab of a Zenskar invoice

​Logs tab

​IDs in Avalara

​Permissions

​API reference

​Troubleshooting

Avalara page

Connection form

Avalara Setup page

Connections tab

Exemption custom attributes

Integrations tab of a Zenskar invoice

Logs tab

IDs in Avalara

Permissions

API reference

Troubleshooting