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Conga Product Documentation

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Partner Commerce for Advantage Platform

Tax Integration

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

March 27, 2026