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export const metadata = { title: Avalara Integration, }

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Add Avalara to calculate taxes automatically in your Bloom store. Avalara calculates the correct tax based on where your customer lives and what they're buying.

Bloom sets up Avalara so you don't have to worry about tax rates. Bloom can set it up in minutes.

Prerequisites

Before adding Avalara, you need an Avalara account and credentials.

To get your Avalara credentials:

  1. Log in to your Avalara dashboard.
  2. Avalara Account ID or username:
    • Click on Account at the top right.
    • Copy the Account ID from the dropdown.
  3. Avalara License Key or password:
    • From the sidebar, click on "Integrations."
    • Choose the "License Keys" tab.
    • Click on the "Generate new key" button.
    • Confirm generating the key.
    • Copy the generated key.
  4. Avalara App Environment: Set it to sandbox while testing the integration.
  5. Avalara Company ID:
    • From the sidebar, click on "Settings" → "All settings."
    • Find the "Companies" card and click on "Manage."
    • Click on the company you want to use.
    • Copy the company ID from the URL. It's the number at the end of the URL, after /companies/.

Bloom will ask you to enter these credentials when integrating Avalara.


Add Avalara to Your Store

Ask Bloom to add Avalara with details about how you want tax calculation to work. For example:

bash
Add Avalara as a tax calculation provider for my store. I want to calculate sales tax automatically
at checkout based on the customer's shipping address.

Bloom will set up Avalara as the tax calculation provider for your store and configure it based on your requirements.


Enter Your Avalara Credentials

When Bloom asks, enter your Avalara credentials.

Enter the Account ID, License Key, App Environment, and Company ID exactly as Bloom requests.

Bloom stores these credentials securely and uses them to connect your store to Avalara.

<Note title="Technical Information">

Bloom stores your Avalara credentials as environment variables in your store. They are never exposed in your code or logs. See Environment Variables for more details.

</Note>

Test Avalara

After Bloom adds Avalara, test checkout in your preview store using different shipping addresses. Check that tax is calculated correctly for each location.

Make sure the tax amount looks right for the location and products you're testing.


Publish Avalara Integration

Once you've tested the integration and you're ready to go live, you can publish your changes with your live credentials.

To publish the changes:

  1. Click on the "Publish" button at the top right.
  2. If you haven't published your store before, Bloom will ask you for some details about your store.
  3. In the "Missing production values" section, enter the live credentials for Avalara. You can use the same credentials, but set the App Environment to production instead of sandbox.
  4. Click "Publish" to make your changes live.

Your Avalara integration will be published to your live store, and your store will start calculating taxes at checkout with Avalara.


Need Help?

If you face any issues while adding Avalara to your Bloom store, contact support or submit feedback.