Capabilities

• Sync user identities from Avalara to ConductorOne

• Resources supported:

  • Roles

Add a new Avalara connector

This task requires either the Connector Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, click Connectors > Add connector.

2. Search for Avalara and click Add.

   Don’t see the Avalara connector? Reach out to support@conductorone.com to add Avalara to your Connectors page.

3. Choose how to set up the new Avalara connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

   Do you SSO into Avalara using your identity, SSO, or federation provider? If so, make sure to add the connector to the unmanaged Avalara app that was created automatically when you integrated your provider with ConductorOne, rather than creating a new managed app.

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else. Setting multiple owners is allowed.

   An Avalara connector owner must have the following permissions:

   • Connector Administrator or Super Administrator role in ConductorOne

5. Click Next.

Next steps

• If you are the connector owner, proceed to Configure your Avalara connector.

• If someone else is the connector owner, ConductorOne will notify them by email that their help is needed to complete the setup process.

Configure your Avalara connector

A user with the Connector Administrator or Super Administrator role in ConductorOne must perform this task.

Step 1: Add your Avalara credentials to ConductorOne

1. In ConductorOne, navigate to the Avalara connector by either:

   • Clicking the Set up connector link in the email you received about configuring the connector.

   • Navigate to Connectors > Avalara (if there is more than one Avalara listed, click the one with your name listed as owner and the status Not connected).

2. Find the Settings area of the page and click Edit.

3. In the Username and Password fields, enter the credentials for either your Avalara account, or for a service account you’ve set up in Avalara.

4. In the Environment field, enter the URL of your Avalara tenant (sandbox and production environments are both accepted).

5. Click Save.

6. The connector’s label changes to Syncing, followed by Connected. View the logs to ensure that information is syncing.

That’s it! Your Avalara connector is now pulling access data into ConductorOne.