How to Take Your Integration Live

Introduction

This guide walks you through the process of activating an integration to begin processing live transactions. Once an integration is live, all transactions from that connection will be included in your sales tax reports and returns.

Steps

1. From the TaxCloud app, go to the Integrations page.
2. You will see a list of your connected platforms. The Status column will show Test for integrations that are not yet live.
3. Click the connection you're ready to take out of testing.
4. Click the three-dot menu on the right side of the integration you want to activate (or use the Go Live button in the top-right corner, if available).
5. Select Go Live.
6. A confirmation pop-up will appear, warning you that the action cannot be reversed.
7. Click the Go Live button in the pop-up to confirm.
8. The integration's status will change from Test to Live. After this point, all captured transactions from that integration are included in reporting and tax remittance.

Summary

Activating your integration is a final, important step to start using the service for live sales tax calculations and reporting. Remember that this action is irreversible.