Configure a Connection Profile

From the CData ribbon, click Get Data and select From Avalara connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Avalara Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Avalara

By default, the add-in connects to a production environment. Set UseSandbox to true to configure the add-in 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.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Avalara you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Avalara data, such as using the available CData Excel Functions.