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Overview

Zamp is a customer-obsessed company. Our integrations are expected to support every customer’s biggest Sales Tax needs. To ensure your integration meets that standard, follow the certification guidelines.

Case Categories

Certification cases are broken up into categories with a variety of cases for each category. Each category will robustly test all potential functionality for that respective workflow or API endpoint.
  • Do you have the necessary documentation for customers to install and use?
  • Can users assign Product Tax Codes and Exemptions?
  • Do customers have all of the testing materials necessary?
  • Is the integration able to connect to Zamp?
  • Can you customers access Zamp endpoints?
  • Are keys and credentials securely stored?
  • Can a key be rotated as necessary?
  • Can your integration calculate taxes accurately based on the information within a customer’s transaction?
  • Can customers see estimated taxes when building an order if they have a storefront?
  • Will all transactions be posted to Zamp?
  • Do you use Zamp’s calculations to push accurate taxes for filing?
  • Can customers initiate refunds and have them reflect accurately in Zamp?
  • Are you linking transactions accurately? 
  • Does your integration support address validation?
  • Can you normalize corrected addresses sent back from Zamp?

Required Functionality

Certain workflows are optional when building an integration to Zamp depending on the type of platform, but there are non-negotiable requirements which are to the benefit of our customers. Required Workflows Bearer Token Authentication to Zamp’s APIs Within Your Platform All Transactions Are Posted to Zamp Regardless of Nexus Status if Filing with Zamp Historical Sync or Transaction Backfill Functionality Functionality to Map Zamp Product Tax Codes to Products Functionality to Map Exempt Customers AND Products Decoupled Calculation and Transaction Posting Process Either Cash-based or Accrual-based Account Transaction Posting Passing of the Destination Address on All Transactions for BOTH Calculations and Transactions

Certification Guide

Review the Certification Spreadsheet attached here for the required integration cases, and to establish a framework for your development plan. Depending on the level of service you are leveraging, certain cases can be removed or altered. Certification Cases