SSIS Components for Avalara

Build 24.0.9060

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.

  1. Navigate to Extensions > Manage Extensions.
  2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
  3. Click Download.
  4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
  5. 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:

  1. Create a Visual Studio project with the "Integration Services Project" template.
  2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
  3. In the Description column, select CData Avalara Connection Manager and click Add...
  4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData Avalara Source or CData Avalara Destination:

  1. Right-click your CData Avalara source or destination component in your data flow
  2. Select Edit... to open an editor window.
  3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
  4. 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.

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Build 24.0.9060