Vertex is a leading provider of tax technology solutions that help businesses manage and automate their tax compliance, calculation, and reporting processes.
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
Setting |
Instruction |
---|---|
Name your connection * |
Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account. |
API type * |
Choose your Vertex API type:
|
Key * |
Enter your Vertex key. |
Audience * |
Enter your Vertex audience. |
Document ID * |
Enter your Vertex document ID. |
Transaction ID * |
Enter your Vertex transaction ID. |
Private key * |
Enter your Vertex private key. |
X-marketplace- token * |
Enter your Vertex token. |
Client ID * |
Enter your Vertex client ID. |
Client secret * |
Enter your Vertex client secret. Multiple layers of protection, including AES 256 encryption, are in place to keep your client secret safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text. |
Environment * |
Select your Vertex account environment(either Cloud or On-premise). |
Base URL * |
Enter your Vertex account base URL. For example, if your account URL is |
Mode * |
Choose your Vertex account mode (either Cloud or On-premise). For more information on how to install an agent, see Install the agent. |
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