Excel Add-In for Avalara

Build 24.0.9060

Accounts

Accounts table for AvalaraAvatax data provider.

Select

The add-in will use the Avalara API to process WHERE clause conditions built with the following columns and operators. Most of the columns support server side filtering with the following operators: =,>,<,<=,>=,IN,NOT,IN,AND,OR,LIKE. The rest of the filter is executed client side within the add-in. For example, the following query is processed server side:

SELECT * FROM Accounts WHERE accountStatusId = 'Active' AND accountTypeId = 'Regular1'

Insert

To add an Account.

INSERT INTO Accounts (id, name, effectiveDate, accountStatusId, accountTypeId) VALUES ('12345', 'Test Account', '2019-06-24T00:00:00+00:00', 'Test', 'Regular')

Update

Avalara allows updates Accounts columns.

UPDATE Accounts SET crmid = '0010b000Ardit' WHERE Id = 2000137504 

In order to update AccountsSubscriptions #TEMP table should be used.

INSERT INTO AccountsSubscriptions#TEMP (subscriptionDescription, id) VALUES ('Avacert2', '567961')
UPDATE Accounts SET linkedSubscriptions = 'AccountsSubscriptions#TEMP', crmid = '0010b000Ardit' WHERE Id = 2000137504

Delete

Accounts can be deleted by providing the Id of the address and issuing a DELETE statement.

DELETE FROM Accounts WHERE Id = 100

Columns

Name Type ReadOnly Description
Id [KEY] Int False

The unique ID number assigned to this account.

ModifiedUserId Int False

The user ID of the user who last modified this record.

CreatedUserId Int False

The User ID of the user who created this record.

AccountTypeId String False

The type of this account.

AccountStatusId String False

The current status of this account.

CrmId String False

For system registrar use only.

LinkedSubscriptions String False

A list of subscriptions granted to this account.

Name String False

The name of this account.

LinkedUsers String False

A list of all the users belonging to this account.

ModifiedDate Datetime False

The date/time when this record was last modified.

EndDate Datetime False

If this account has been closed, this is the last date the account was open.

EffectiveDate Datetime False

The earliest date on which this account may be used.

CreatedDate Datetime False

The date when this record was created.

PageKey String False

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Build 24.0.9060