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Integrating SailPoint with Avalara

Avalara is a cloud-based tax automation platform that helps businesses calculate, manage, and comply with various tax requirements across different jurisdictions. This document provides instructions to configure a new direct connection to an Avalara source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Avalara connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Group (securityroles)

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

While creating account on Avalara, note down your username and password. It will be required for authentication purpose.

Ensure the following prerequisites are met before proceeding with the configuration:

Required Permissions

If you have administrative privileges, you can proceed directly. If you do not have an administrator account, you can still perform the required operations by following the steps outlined below for service account.

Minimum Service Account Access and Role requirement

  • Access - Account access
  • Role - Viewer

This configuration provides read-only, account-wide visibility and it is sufficient.

Important

If Access is set to Company access, the service account will be restricted to company-specific data only. To aggregate account-wide users across multiple companies, the service account must have:

  • Access - Account access
  • Role - Viewer or Administrator

Company-level access is insufficient for account-wide user aggregation.

Additional References

For further details on user management and permission configuration in Avalara, please refer to the following resources:

Inviting a user and assigning permissions

Guidance on how to add users and configure their access levels is available here: - Avalara Knowledge Center,

User types, roles, and responsibilities

Detailed information on Avalara user roles and their associated responsibilities can be found here: - Avalara Knowledge Center.

The linked document is not maintained by SailPoint and is subject to change without notice.