Create Avalara AvaTax-Connected Business Apps in AppSheet

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Avalara AvaTax data for business applications. This article outlines the process of connecting to Avalara AvaTax using Connect AI and constructing a basic app from Avalara AvaTax data within AppSheet.

CData Connect AI offers a dedicated cloud-to-cloud interface for Avalara AvaTax, enabling the creation of reports directly from live Avalara AvaTax data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Avalara AvaTax. This leverages server-side processing to swiftly deliver the requested Avalara AvaTax data.

Configure Avalara AvaTax Connectivity for AppSheet

Connectivity to Avalara AvaTax from AppSheet is made possible through CData Connect AI. To work with Avalara AvaTax data from AppSheet, we start by creating and configuring a Avalara AvaTax connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Avalara AvaTax" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Avalara AvaTax.

   The primary method for performing basic authentication is to provide your login credentials, as follows:

   • User: Set this to your username.
   • Password: Set this to your password.

   Optionally, if you are making use of a sandbox environment, set the following:

   • UseSandbox: Set this to true if you are authenticating with a sandbox account.

   Authenticating Using Account Number and License Key

   Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

   • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
   • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Avalara AvaTax Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Avalara AvaTax data from AppSheet.

Connect to Avalara AvaTax from AppSheet

The steps below outline connecting to CData Connect AI from AppSheet to create a new Avalara AvaTax data source.

1. Log into AppSheet
2. Click "My account" in the menu
3. Click the Sources tab and add a new data source 👁 Creating a new data source
   
4. Select Cloud Database and set the connection information
   • Type: Sql Server
   • Server: tds.cdata.com,14333
   • Database: the Avalara AvaTax connection, for example, AvalaraAvatax1
   • Username: a Connect AI user, for example, [email protected]
   • Password: the PAT for the above Connect AI user
   • SSL: Require SSL
   👁 Connecting to Connect AI
   
5. Click "Test Connection"
6. Click "Authorize Access"

Create an App

Once you create the data source for Avalara AvaTax, you can start building apps on Avalara AvaTax data. Start by clicking "My apps" in the menu.

1. Click to create a new app and select "Start with your own data"
2. Name the app and select an appropriate category, based on your data
3. Select the newly created data source
4. Select the table or view with the data you want 👁 Selecting a table
   

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!