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 TaxJar 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 TaxJar Connection Manager and click Add...
- Configure the component as described in the next section.
Alternatively, if you have an existing project and CData TaxJar Source or CData TaxJar Destination:
- Right-click your CData TaxJar 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.
Authenticating a TaxJar Account
To authenticate to the TaxJar API, you will need to first obtain the API Key from the TaxJar UI. Remember 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 component 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 remember 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 component consider increasing this value based on the machines resources.