Version 23.4.8843

• Establish a Connection
• More Information

You can use the TaxJar connector from the CData Sync application to capture data from TaxJar and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from TaxJar, you first must establish a connection to TaxJar. Follow these steps to connect TaxJar to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the TaxJar row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • API Key - Enter the API key for your TaxJar account. To obtain your API key, log in to TaxJar and select Account > TaxJar API.

   • Use Sandbox - Specify whether you want to connect to a sandbox account. The default value is False.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and TaxJar, see TaxJar Connector for CData Sync.