Integrating Avalara

Capabilities

DataGrail's Avalara integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email
Live Data Map	System Detection

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Avalara User Role: Admin

Connect to DataGrail

1. Enter the Username and Password for your Avalara account.
2. Select Configure Integration.

info

We recommend connecting with an Avalara Service Account to ensure a secure, reliable connection.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Avalara integration uses the AvaTax API V2:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.