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Conga Product Documentation

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Digital Commerce for Advantage Platform

Digital Commerce for Administrators

Tax Integration

Tax integration automates the calculation and application of sales tax across commerce flows, ensuring compliance with tax regulations. By connecting to a tax engine like Avalara, the system calculates tax based on address, product details, prices, and tax categories, reducing manual errors and saving time. The integration supports both authenticated and guest users, with tax information included in cart and order summaries.

Configuring Avalara Tax Integration Connectors

Administrators can configure the Avalara tax integration during Conga customer onboarding to enable accurate sales tax calculation for quotes and orders. The configuration securely stores required tax credentials and makes them available for tax calculation based on shipping address, product details, and tax categories across commerce flows.
Note: The Integration Connectors UI is not available yet. As a temporary workaround, you need to use the Secret Management API to store the required secrets.

Prerequisites

Access to:
  • Avalara sandbox account
  • Avalara Company Code, Account ID, and License Key
  1. Navigate to Secret Management API and locate Secret Store.
  2. Execute POST /api/secret-management/v1/secret to create a new secret.
  3. Use the following sample payload:
    {
  "SecretName": "AvalaraSettings",
  "SecretValue": "{\"Environment\":\"Sandbox\",\"CompanyCode\":\"{{CompanyCode}}\",\"AccountId\":\"{{AccountId}}\",\"LicenseKey\":\"{{LicenseKey}}\",\"AppName\":\"AvaTax\",\"AppVersion\":\"1.0\"}",
  "Description": "Avalara Tax Settings",
  "Category": "External"
}
  4. Replace following Placeholder Values:

    • {{CompanyCode}} – Retrieves the Company Code from your Avalara sandbox account

    • {{AccountId}} – Retrieves the tenant-specific Account ID from the Avalara sandbox account

    • {{LicenseKey}} – Retrieves the tenant-specific License Key from the Avalara sandbox account

The Avalara tax configuration is securely stored in Conga using the Secret Management API and is available for tax calculation during checkout, quote, and order processing

Guest User Tax Integration

Guest users can calculate and review applicable sales tax during checkout without logging in. Administrators must configure the required tax integration and enable the appropriate routes to support tax calculation for guest users via Add a configuration API.

You must configure the following for the guest user:

  • Adding TaxBreakup object for a guest user by using the Add a configuration API. Refer the Setting Up a Guest User topic > Step 4 .

  • Enabling EnableTaxIntegration flag with Category as "cpq" and Name as "featuresettings". Refer the Setting Up a Guest User topic > Step 5 .

    Tax API routes:
    {\"Route\":\"/api/integrations/v1/tax/calculate\",\"Method\":\"POST\"}
{\"Route\":\"/api/integrations/v1/tax/metadata\",\"Method\":\"GET\"}

  • Granting View All, Create, Read, and Update permissions for the TaxBreakup object to the guest user. Refer the Setting Up a Guest User topic > Step 6 .

Administrator Guide
Conga
Digital Commerce
Partner Commerce

January 26, 2026