Overview
Part of Zamp’s managed service, Zamp includes a thorough nexus analysis of any customer. Unless a business is brand-new has made no prior transactions, Zamp will perform the nexus analysis to track when they would need to register in different jurisdictions. As a result, your integration platform should handle syncing transactions between user-determined dates.Endpoints Used
What Does the Integration Platform Need to Do?
Recommended Workflow
1
Customer Determines Date Range
The client should navigate to a Historical Sync page or Bulk Sync page and be prompted to select a date range to sync transactions to Zamp.
2
Post Sync Trigger, Integration Fetches Transactions in Zamp
- Initiate aÂ
GET /transactionscall to fetch transactions with the given parameters.- Parameters are listed here.
3
Review and Store Returned Transaction IDs and Names
The transaction fetch will return a list of transactions (and any associated tax information), along with
ID and name for those transactions.4
Building Transactions to Push
- For the selected date range, you will build transaction objects for any transactions in the date range.
- For all transactions, ensure the
IDandnamedo not match any transactions already in Zamp. - For each transaction, include as much information as possible. At minimum, include:
5
Pushing Transactions
- For transactions that do NOT exist in Zamp already, make a
POST /transactionscall for every transaction from the previous step.Zamp will return a 409 for any transaction that already exists in Zamp as a safeguard. - Ensure every unique transaction is accepted with a
200 - Successful. - Return a breakdown to the user of:
- Total number of attempted transactions
- Number of successful transactions
- Number of failed transactions
- Number of transactions already listed in Zamp
6
Customer to Review Transactions in Zamp
Once the sync is completed, the user should be prompted to navigate to Zamp for transaction review.