Read-only Integration (Restricted Access)
Read-only integrations provide limited access, allowing data synchronization from your connected platform while restricting any modifications or adjustments to sales tax information on invoices. This means that:
Users must manually update their tax settings within the integrated platform (e.g., Shopify, QuickBooks, etc.).
It is the customer’s responsibility to ensure tax collection settings are properly configured within the integration.
Important: Since we do not modify tax settings for Read-only integrations, you must:
Confirm that your integrated platform (e.g., Shopify) is set up to collect sales tax in the correct jurisdictions.
Ensure your products are properly categorized within your integration to align with our calculated tax amount.
Regularly review your tax collection settings to avoid discrepancies between Collected Tax and Calculated Tax.
Bi-Directional Integrations (Read and Write Access)Bi-Directional Integrations have both read and write access, meaning our platform can modify tax details on invoices from the integrated system. This includes:
The ability to update or override sales tax amounts.
Ensuring that calculated tax matches the collected tax within the integration.
Reducing the need for manual tax adjustments by the customer.
Current Read-only Integrations
We are maintaining a running list of integrations currently classified as Read-only. This list will be updated as changes are made.
BigCommerce
Chargebee
Shopify
Stripe
Quickbooks
WooCommerce
Amazon
Current Bi-Directional Integrations
We are maintaining a running list of integrations currently classified as Bi-Directional. This list will be updated as changes are made.
BigCommerce
Chargebee
Stripe
Quickbooks
If you have any questions regarding your integration or need assistance with setup, please reach out to our support team.