Applies to: All Platforms (IFS / IFC / IFB) | Audience: Suppliers / Admins or Dealers/Admins

Enabling the Avalara integration in IdeaRoom gives your customers accurate, real-time sales tax calculations at checkout based on their delivery address. The setup requires retrieving your Account ID and License Key from Avalara and sharing them with your IdeaRoom CSM, who will complete the backend configuration. Once live, tax calculations are fully automated — no manual maintenance required on your end.

IdeaRoom supports a native integration with Avalara AvaTax for automated, real-time sales tax calculation within your configurator. Once enabled, Avalara uses the customer’s full street address (when available) to calculate the correct tax rate at checkout — across thousands of U.S. jurisdictions — rather than relying on a simple ZIP code lookup.

This article walks you through what you need to provide and what to expect once the integration is live.

💡 Why Avalara? If your business sells across multiple states or counties, sales tax rates can vary significantly by location. Avalara removes the guesswork by pulling accurate, jurisdiction-specific rates in real time — and keeping your transactions audit-ready.

Prerequisites:

Sign in to your Avalara Admin Console at admin.avalara.com.

Your Account ID is a numeric identifier associated with your Avalara subscription. You can find it by navigating to Settings > All AvaTax Settings within the Admin Console.

💡 Need help finding it? Avalara has a step-by-step guide here: How do I locate my account numbers?

Your License Key is used alongside your Account ID to authenticate IdeaRoom’s connection to Avalara’s API.

⚠️ Important: There is only one license key per Avalara account, shared across all connected business applications. If you generate a new key, it will break any existing connections to other systems using the old key. Before generating a new key, confirm with your team that no other applications are currently connected using the existing key.

If you need to generate or retrieve your license key, follow Avalara’s guide here: Get your license key

Once you have your Account ID and License Key, send both to your IdeaRoom CSM securely. IdeaRoom will configure the integration on the backend for your specific account.

You’ll need to specify whether you’d like the integration enabled in:

💡 Tip: We recommend testing in your staging environment first to confirm tax calculations are appearing correctly before going live in production.

Before going live, verify that the states and regions covered in your Avalara account match the sales area configured in your IdeaRoom configurator.

If IdeaRoom is configured to sell in states that aren’t covered by your Avalara subscription, tax calculations will fail silently for customers in those locations.

To check your coverage in Avalara, go to your Admin Console and review your registered nexus jurisdictions under Settings > Nexus.

Once your credentials are confirmed and coverage areas are aligned, IdeaRoom will set Avalara as the active sales tax provider for your configurator. No action is required from you for this step.

You’ll receive confirmation from your CSM once the integration is active and ready to test.

After your CSM confirms the integration is enabled, test it by loading your configurator and proceeding through the checkout flow using a valid full street address within your sales area.

A tax line item should appear in the price summary, calculated based on the customer’s delivery address.

⚠️ Note: Tax will only calculate for addresses within your configured sales area. Testing with an out-of-area address will not return a tax result — this is expected behavior, not an error.

Tax is not appearing during checkout.

If no tax line item appears, check the following:

After the integration is live, you may also want to:

Contact the IdeaRoom support team through the Service widget in SalesView.