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Overview

These guides will walk you through how to install the Zamp Sales Tax bundle in your NetSuite instance, depending on your existing set-up. It can directly be installed from either your Sandbox or Production account through the SuiteBundler. We recommend you install and test in your Sandbox before posting live transactions.
Read before starting installation:The current set-up in your NetSuite will determine which installation path you take. Ensure you understand which set-up your currently have before installing the Zamp bundle.

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Types of Set-ups

  1. Standard (SuiteTax Disabled)
  2. SuiteTax Enabled

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Confirming SuiteTax or Standard Tax

1

Find SuiteTax Configuration

  1. Hover over Setup on your center tab
  2. Hover over Company
  3. Hover over Enable Features
  4. Click Tax
2

Confirm if Suitetax is enabled or disabled

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Installing The Bundle

The below steps are valid for BOTH Standard and SuiteTax enabled set-ups. Once the bundle is installed, and API keys are saved, proceed to the Zamp SuiteBundle Configuration pages for your respective set-up.
1

Finding the Zamp SuiteBundle

  1. In your center tab, hover over Customization
  2. Hover over SuiteBundler
  3. Click Search & Install Bundles
  4. Search for Zamp Sales Tax
2

Installing the Bundle

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  1. Click Install
  2. Review the bundle Components to ensure you are aware of what is being installed
  3. When ready, click Install Bundle
  4. This will likely take a few minutes. Periodically refresh the page until the status displays a green checkmark, indicating the installation is finished.

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Zamp Settings for Netsuite

When installing the Zamp bundle, we will generate a settings form to enable Zamp functionality.
1

Navigate to the Zamp Settings Form

Within the global search bar, search for New Zamp | Settings
2

Configuring the Form and Enabling Settings

  1. Once a new Zamp Settings Form has appeared, enter the following values:
    1. Name: Zamp | Sales Tax Settings
    2. Zamp API Base Endpoint: https://api.zamp.com
  2. Ensure all the checkboxes are checked 1.
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3

Configuring a Start Date

This step is likely required if SuiteTax is enabled. For standard users, this is an optional step.
If you are concerned regarding any potential Zamp calculations overriding original tax amounts (very low risk of this), you can set a Zamp Start Date which will force Zamp to never override tax amounts before that date

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Setting up Your API Key(s)

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Production

1

Finding Secrets in NetSuite

  1. Within your global search bar, look for Setup > Company > API Secrets
2

Configuring the Production Key

  1. Click Create New
  2. Enter the following values:
    1. Name: Zamp API Key
    2. ID: _zmp_api_secret
      1. DO NOT DEVIATE FROM THE ABOVE FORMAT
    3. Password: <Copy-Paste in your API Key>
    4. Confirm Password: <Copy-Paste in your API Key>
    5. (Optional) Description: You can choose to enter the first ~10 digits of your API key for future reference
  3. Click Save
3

Confirming Restrictions

  1. Navigate to the Restrictions tab of the record and check the following boxes:
    1. Allow for all Scripts
    2. Allow for all Domains

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Sandbox

1

Configuring the Sandbox Key

  1. Click Create New
  2. Enter the following values:
    1. Name:** Sandbox Zamp API Key**
    2. ID:** _sandbox_zmp_api_secret**
      1. DO NOT DEVIATE FROM THE ABOVE FORMAT
    3. Password: <Copy-Paste in your Sandbox API Key>
    4. Confirm Password: <Copy-Paste in your Sandbox API Key>
    5. (Optional) Description: You can choose to enter the first ~10 digits of your API key for future reference
  3. Click Save
2

Confirming Restrictions

  1. Navigate to the Restrictions tab of the record and check the following boxes:
    1. Allow for all Scripts
    2. Allow for all Domains

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Syncing Product Tax Codes

To pull in the roster of Zamp’s 160+ Product Tax Codes, we will run a script to confirm the API key is active.
1

Accessing the Script

  1. Look for Upsert Zamp Item Tax Codes in your global search bar
    1. You don’t need to create a new script
  2. Click View
  3. Click Edit
2

Running the Script

  1. You can choose to schedule the script to run periodically, or just run it on demand. For set-up, you will need to run the script
  2. Under the Save option, Click Save and Execute
    1. Typical runtimes are under 5 minutes, but look for Running Process to confirm there are no errors
  3. To confirm the codes were pulled in as expected, search for Zamp Product Tax Codes
    1. A list of codes identical to the ones on this page should appear

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Next Steps

At this point, you are ready to follow the standard tax or SuiteTax configuration process. See the Zamp SuiteBundle Configuration section.