> ## Documentation Index
> Fetch the complete documentation index at: https://developer.zamp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bundle Installation Guide

> Learn how to install the Zamp bundle for your SuiteTax or non-SuiteTax NetSuite account.

# 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.

<Warning>
  **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.
</Warning>

# Types of Set-ups

1. Standard (SuiteTax Disabled)
2. SuiteTax Enabled

## Confirming SuiteTax or Standard Tax

<Steps>
  <Step title="Find SuiteTax Configuration">
    1. Hover over **Setup** on your center tab
    2. Hover over **Company**
    3. Hover over **Enable Features**
    4. Click **Tax**
  </Step>

  <Step title="Confirm if Suitetax is enabled or disabled">
    <Frame>
      <img src="https://mintcdn.com/zamp/xdG2TwHd38j320TM/images/image-6.png?fit=max&auto=format&n=xdG2TwHd38j320TM&q=85&s=325396e275fdd81ea6743ec02f4cc993" alt="Image" width="1396" height="108" data-path="images/image-6.png" />
    </Frame>
  </Step>
</Steps>

# 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.

<Steps>
  <Step title="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**
  </Step>

  <Step title="Installing the Bundle">
    <Frame>
      <img src="https://mintcdn.com/zamp/xdG2TwHd38j320TM/images/image-9.png?fit=max&auto=format&n=xdG2TwHd38j320TM&q=85&s=507a360baf1dab6cb96326d6c0e2bb5b" alt="Image" width="779" height="719" data-path="images/image-9.png" />
    </Frame>

    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.
  </Step>
</Steps>

## Zamp Settings for Netsuite

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

<Steps>
  <Step title="Navigate to the Zamp Settings Form">
    Within the global search bar, search for **New Zamp | Settings**
  </Step>

  <Step title="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**](https://api.zamp.com)
    2. Ensure all the checkboxes are checked 1.
           <Frame>
             <img src="https://mintcdn.com/zamp/xdG2TwHd38j320TM/images/image-10.png?fit=max&auto=format&n=xdG2TwHd38j320TM&q=85&s=932ddca5398c856c60d762f949644451" alt="Image" width="1286" height="336" data-path="images/image-10.png" />
           </Frame>
  </Step>

  <Step title="Configuring a Start Date">
    <Warning>
      This step is likely required if SuiteTax is enabled. For standard users, this is an optional step.
    </Warning>

    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
  </Step>
</Steps>

## Setting up Your API Key(s)

### Production

<Steps>
  <Step title="Finding Secrets in NetSuite">
    1. Within your global search bar, look for **Setup > Company > API Secrets**
  </Step>

  <Step title="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**
  </Step>

  <Step title="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**
  </Step>
</Steps>

### Sandbox

<Steps>
  <Step title="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 <u>Sandbox</u> API Key>**
       4. Confirm Password: **\<Copy-Paste in your <u>Sandbox</u> API Key>**
       5. (Optional) Description: You can choose to enter the first \~10 digits of your API key for future reference
    3. Click **Save**
  </Step>

  <Step title="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**
  </Step>
</Steps>

# Next Steps

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