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Set up a connection to Vertex

Vertex is a leading provider of tax technology solutions that help businesses manage and automate their tax compliance, calculation, and reporting processes.

Set up a connection

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:

  • Tax configuration: Get category, commodity code, location, and mapping details

  • Tax calculation and tax GIS: Get transaction, tax area lookup, and changed tax area details

  • User management: Get Roles controller and user management controller details

  • E-Invoicing: Get document details

  • Payroll tax: Get query, paycheck, and geocoder details

  • Taxamo integrate: Get Taxamo integration details

  • Taxamo marketplace: Get marketplace, seller, transaction, and refund details

  • Taxamo sellers: Get marketplace and sellers details

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 https://tax-calc-api.vertexcloud.com, then tax-calc-api is your base URL.

Mode *

Choose your Vertex account mode (either Cloud or On-premise). For more information on how to install an agent, see Install the agent.

Additional references

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