Create Apps from Avalara AvaTax Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for Avalara AvaTax and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Avalara AvaTax. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Avalara AvaTax data.

In this article, we walk through two connections:

1. Connecting to Avalara AvaTax in Connect Server
2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to Avalara AvaTax

To connect to Avalara AvaTax data from Qlik Sense Cloud, you need to configure Avalara AvaTax access from your Connect Server instance. This means creating a user, connecting to Avalara AvaTax, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to Avalara AvaTax from Qlik Sense Cloud.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Avalara AvaTax from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Avalara AvaTax" from Available Data Sources
3. Enter the necessary authentication properties to connect to Avalara AvaTax.
   
   

   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.
4. Click Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Avalara AvaTax OData Endpoints in Connect Server

After connecting to Avalara AvaTax, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Avalara AvaTax database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Avalara AvaTax Data

With the connection to Avalara AvaTax and OData endpoints created, we are ready to add Avalara AvaTax data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
   • URL: Set this to the API endpoint for your Avalara AvaTax table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/AvalaraAvatax_Transactions?@CSV)
   • Authentication Schema: Set this to "Basic"
   • User Name: Set this to the user name you configured above
   • Password: Set this to the Authtoken for the above user
6. Click "Create" to query Connect Server for the Avalara AvaTax data
7. Check "CSV has header" and under "Tables," select "CSV_source"
8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Avalara AvaTax data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Avalara AvaTax data. For more information on creating OData feeds from Avalara AvaTax (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Avalara AvaTax data in Qlik Sense Cloud.