Re: External Tax Calculation Integration

DSTaxKy — Tue, 23 Aug 2022 19:05:02 GMT

Hi Inder,

In my time looking through the API documentation I can't seem to figure out how we would integrate with Method. The biggest hurdle being how would I configure Method to use our integration instead of Quickbooks for sales tax calculation? Or how can I trigger Method to call our integration during the order process. Ultimately, I'm trying to find out if it is possible to replace Method's default tax calculation without interacting with Quickbooks.

External Tax Calculation Integration

DSTaxKy — Tue, 23 Aug 2022 17:08:05 GMT

Hello Method Team,
I am looking to develop a Tax Calculation Integration for your platform. At DSTax we build integrations that connect various CRMs, ERPs, and other e-commerce solutions to the Onesource Tax API. We want to be able to synchronously send data from a transaction through our tax calculation API and apply the resulting tax to that transaction(sales order, invoice, estimate, etc).

I've been looking at how to develop our integration for your platform and have a few questions.

1. Based on one of the forum posts I've learned that Avalara does not directly integrate with Method CRM but rather Avalara and Method both sync their data with Quickbooks. Would this approach be the current best option for "integrating" with your platform?

2. If we can integrate directly with Method CRM I would still like some clarification on the preferred way to do this as the problems I'm running into include:

1. Synchronous tax calculations for orders, invoices, etc. How can we set up our logic to be triggered automatically during the order process?
2. Is sales tax dependent on Quickbooks?

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Re: External Tax Calculation Integration

External Tax Calculation Integration