Setting up the ION API tax connector - version 1 (with import functionality)

  1. Access the LSP application in Ming.le.
  2. Select a subscription.
  3. In the accordion, click Settings > Service and Admin Settings.
  4. Under Subscription Preference, select Tax Connector Setup and click Launch.
  5. In the Tax Connector Setup (Main) form, select ION API Setup in the Choose Setup drop-down list and click Open.
  6. In the ION API Setup form, click ION API Setup.
  7. In the ION API Servers form, click Import Suites.
  8. Enable Use SSO.
  9. In the search criteria, specify your suite name to be imported from ION API then click Search.
  10. Select the check box beside the suite and click OK.
  11. Right click anywhere on the form and click Save.
  12. Click Suites.
  13. Select your suite and click Methods.
  14. Enable Use SSO.
  15. Click Search.
  16. Select the check box beside the methods and click OK.
  17. Right click anywhere on the form and click Save.
  18. Close the form.
    Note: If you are using multiple suites for different accounting entities, right-click anywhere on the ION API Suites form and select New, then repeat steps 7 to 18. Otherwise, close the ION API Suites and ION API Servers forms then proceed with the next step.
  19. Return to the ION API Setup form.
  20. Select the server URL from the first drop-down list and the created ION API suite from the second drop-down list. Click Add Setup.
    The setup is added in the table.
  21. Select the added row and click Set To Active.
  22. Close the ION API Setup form.
    Note: If you opt to use the test and production version of the suite in a single ION API application, you need to create two alternating suites for test and production by repeating the above steps. Switch between the two by selecting the suite in the ION API setup window then click Set to Active.