Import Avalara AvaTax Data into Microsoft Power Query

The API Server, when paired with the ADO.NET Provider for Avalara AvaTax (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query Avalara AvaTax data. This article details how to import an OData feed of Avalara AvaTax data into Microsoft Power Query.

Set Up the API Server

Follow the steps below to begin producing secure Avalara AvaTax OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Avalara AvaTax

After you deploy the API Server and the ADO.NET Provider for Avalara AvaTax, provide authentication values and other connection properties needed to connect to Avalara AvaTax by clicking Settings -> Connections and adding a new connection in the API Server administration console.

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.

You can then choose the Avalara AvaTax entities you want to allow the API Server access to by clicking Settings -> Resources.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Connect to Avalara AvaTax Data from Power Query

Follow the steps below to import tables that can be refreshed on demand:

1. Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.

2. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:

   https://your-server:8032/api.rsc

3. In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.

   To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.

   

4. You can now access Avalara AvaTax data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.