Establishing a Connection
Enabling SSIS in Visual Studio 2022
If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.
- Navigate to Extensions > Manage Extensions.
- In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
- Click Download.
- Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
- Open Visual Studio. There should now be an "Integration Services Project" project template available.
Adding the Avalara Connection Manager
Create a new connection manager as follows:
- Create a Visual Studio project with the "Integration Services Project" template.
- In the project, right-click within the Connection Managers window and select New Connection from the menu.
- In the Description column, select CData Avalara Connection Manager and click Add...
- Configure the component as described in the next section.
Alternatively, if you have an existing project and CData Avalara Source or CData Avalara Destination:
- Right-click your CData Avalara source or destination component in your data flow
- Select Edit... to open an editor window.
- Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
- Configure the component as described in the next section.
Connecting to Avalara
By default, the component connects to a production environment. Set UseSandbox to true to configure the component to connect to a Avalara sandbox environment.
Authenticating to Avalara
There are two authentication methods available for connecting to the Avalara data source: Basic and LicenseKey.
Login Credentials
To use login credentials for authentication, set the following:
- AuthScheme: Set this to Basic.
- User: Set this to your Avalara username.
- Password: Set this to your Avalara password.
Account Number and License Key
Alternatively, you can authenticate using your account number and license key. Connect to the data source using the following:
- AuthScheme: Set this to LicenseKey.
- AccountId: Set this to your Avalara Account Id. The Account Id is listed in the upper right-hand corner of the Avalara admin console.
- LicenseKey: Set this to your Avalara license key. You can generate a license key by logging into Avalara as an account adminstrator and navigating to Settings > Reset License Key.