How to Use a Microsoft Access Database to Update Avalara AvaTax Data in Real Time

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Avalara AvaTax, you can update live Avalara AvaTax data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Avalara AvaTax as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Transactions Data

Follow the steps below to create a linked table, which enables you to access live Transactions data.

1. On the External Data tab in Access, click ODBC Database.
2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Transactions table.

3. Select the CData Avalara AvaTax data source from the Machine Data Source tab.

4. Select the Transactions table. For more information on this table, see the "Data Model" chapter in the help documentation.

5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.