InsiteConnect for Avalara

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Dev Guide API Reference User Guide

Dev Guide API Reference

Dev Guide API Reference User Guide GitHub Dev Community Optimizely Academy Submit a ticket Log In

Dev Guide

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InsiteConnect for Avalara

Get Started

SDK environment setup
Glossary
Admin Console
Website
Use Cases

Administration

Application Dictionary
Email administration
Environment Management
Google Analytics
Import and export data
- Import website and console users
- Work with the import template
Rules engine
Security - Administration

Manage the Website

Manage a microsite
Create a microsite
Personas
Customer segments
Custom prefix and format for order and customer numbers
Work with URLs

Manage Content

Get started with managing content
Contextual content
Manage the file system and CDNs
Location Finder
- Add a location
- Assign a location to a website
Edit pages
Themes
- Theme resources
Widgets in Configured Commerce

Search and SEO

Search engine optimization
Elasticsearch

Localization

Currencies
Multiple languages and translations
Third-party extensions

Customers and Users

Customers
- Assign customers to users
- Modify customer address fields
Manage guests
Users
User security

Products

Attributes
Brands and Product Lines
- Shop by Brands FAQ
Categories
Product content
Manage inventory
Pricing
Product configurations
Product recommendations
Restrictions on products, groups, and behaviors
Revisions
Specifications
Subscriptions

Orders

Manage budgets
Manage lists
Approve orders
Manage orders
Payments
Promotions
Quick Order and Order Upload
- Set order upload
- Submit an order using order upload
Request for Quote (RFQ)
Requisitions
Authorize merchandise returns
Shipping and fulfillment
Shopping cart
Taxes

Platform Guides

API
Architecture
Content Manager
Data Model
Self-managed start with Configured Commerce
Handlers
Helpers and utilities
Performance tuning
Pipelines
Search architecture
Security - Platform

Use Case Guides

API
- Use APIs in conjunction with promotions and discounts
- Use Fiddler to interact with the API
Content management use cases
Configured Commerce modules
Review application logs
Elasticsearch
Security - use cases
Themes

Connectors and Integrations

ERP connectors
Payment gateway connectors
Integration connections and jobs
PIM and MDM connectors
- inRiver (IR) and Configured Commerce integration strategy
PunchOut connectors
Tax connectors
Integration Processors
Plug-ins
- Use plug-ins
- Use real-time pricing
Windows Integration Service - WIS

System Status
Privacy Notice
Website Terms of Use
Cookie Settings
Trust Center
Third-Party Addons & Platforms