Excel Add-In for TaxJar

Build 21.0.7930

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From TaxJar to launch the CData Query window. To setup your connection, you will have to click the Select button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating a TaxJar Account

To authenticate to the TaxJar API, you will need to first obtain the API Key from the TaxJar UI. Keep in mind that the API is available only for Professional and Premium TaxJar plans. If you already have a Professional or Premium plan you can find the APIKey by logging in the TaxJar UI and going to Account->TaxJar API. After obtaining the API Key you can set the APIKey connection property. That's all you need to do for a successful connection.

Extra Notes

  • By default the add-in will retrieve data of the last 3 months in case the entity supports date range filtering. You can use the StartDate to set the minimum creation date of the data retrieved.
  • If the API Key has been created for a sandbox API account please set UseSandbox to true in order for a successful connection.
  • In case you are using a sandbox API account please keep in mind that not everything will work as expected. This is also documented in the TaxJar developer docs here: Sandbox Environment and here: Unsupported endpoints
  • The TaxJar API rate limiting is really generous. (10000 requests per minute for TaxJar Professional plans and 25000 per minute for the TaxJar Premium plans).
  • Because of the TaxJar API limits we are restricted to make an http request for each row in order to collect as much data as we can. We suggest to increase the value of the MaxThreads connection property.
  • The default value of MaxThreads has been set to 20 which means it will make at most 20 concurrent requests. To improve the performance of the add-in consider increasing this value based on the machines resources.

Connection Properties

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

Managing Connections

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

See Also

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Build 21.0.7930