Set up an Avalara connector

C1 provides identity governance for Avalara. Integrate your Avalara instance with C1 for unified visibility and governance over user access.

Capabilities

Resource	Sync	Provision
Accounts
Roles

Gather Avalara credentials

Configuring the connector requires you to pass in credentials generated in Avalara. Gather these credentials before you move on.

1. The credentials for either your Avalara account, or for a service account you’ve set up in Avalara.

2. The URL of your Avalara tenant (sandbox and production environments are both accepted).

Done. Next, move on to the connector configuration instructions.

Configure the Avalara connector

To complete this task, you’ll need:

• The Connector Administrator or Super Administrator role in C1
• Access to the set of Avalara credentials generated by following the instructions above

Cloud-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

1. In C1, navigate to Apps > Connectors and click Add connector.

2. Search for Avalara and click Add.

3. Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).

   If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.

4. Set the connector’s Name and, optionally, a Description.

5. Click the pencil icon next to Owners to choose who can configure and manage this connector.

6. Click Add. The connector is created and its configuration page opens.

7. Find the Settings area of the page and click Edit.

8. In the Username and Password fields, enter the credentials for either your Avalara account, or for a service account you’ve set up in Avalara.

9. In the Environment field, enter the URL of your Avalara tenant (sandbox and production environments are both accepted).

10. Click Save.

11. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your Avalara connector is now pulling access data into C1.

Self-hosted

Follow these instructions to use the Avalara connector, hosted and run in your own environment.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

• GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Avalara connector

1. In C1, navigate to Apps > Connectors and click Add connector.

2. Search for Baton and click Add.

3. Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).

   If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.

4. Set the connector’s Name and, optionally, a Description.

5. Click the pencil icon next to Owners to choose who can configure and manage this connector.

6. Click Add. The connector is created and its configuration page opens.

7. In the Settings area of the page, click Edit.

8. Click Rotate to generate a new Client ID and Secret. Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Avalara connector deployment:

Secrets configuration

# baton-avalara-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-avalara-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # Avalara credentials
  BATON_ENVIRONMENT: <URL of the Avalara environment to connect to (either production or sandbox)>
  BATON_PASSWORD: <password to the Avalara account>
  BATON_USERNAME: <username for the Avalara account>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-avalara.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-avalara
  labels:
    app: baton-avalara
spec:
  selector:
    matchLabels:
      app: baton-avalara
  template:
    metadata:
      labels:
        app: baton-avalara
        baton: true
        baton-app: avalara
    spec:
      containers:
      - name: baton-avalara
        image: public.ecr.aws/conductorone/baton-avalara:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-avalara
        envFrom:
        - secretRef:
            name: baton-avalara-secrets

Step 3: Deploy the connector

1. Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

2. Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the Avalara connector to. Avalara data should be found on the Entitlements and Accounts tabs.

Done. Your Avalara connector is now pulling access data into C1.