Configure certificates for Mexico

Configuration of certificates need to be done for each accounting entity that need to report CFDI. Certificate file and private key file should be requested from the applicable tax authority.
Note: This configuration is only applicable to accounting entities that are using ION API connector.

These steps need to be done for each accounting entity, for example, by selecting each Electronic Sales Invoicing subscription for Mexico.

  1. Access the LSP application in Ming.le.
  2. Select a subscription for Mexico.
  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 Certificate Setup in the Choose Setup drop-down list and click Open.
  6. Specify the information for a new certificate:
    Note: Make sure you update in the order specified below. To avoid accidentally inserting a blank space, we recommend to specify the credentials instead of using copy and paste.
    Tax ID
    Select the correct Tax ID.
    Note: For LSP Direct, specify your Tax ID then click Yes in the error message.
    Environment
    Select Testing or Production.
    Certificate Name
    Specify a descriptive name for the certificate. We recommend that you make the description full contextual to determine if the test or production certificate is in use.
    Certificate Password
    Specify the password for access to Edicom.
    Private Key Name
    Specify the descriptive name of the Private Key.
    Private Key Password
    Specify the password for the Private key file.
  7. Click Upload Certificate.
    Select the certificate for this accounting entity and click Upload.
  8. Click Private Key.
    Select the private key file for this accounting entity and click Upload.
  9. Click Save.
  10. Select the created certificate in the list and click Set to Active.
  11. Close the form.
    If multiple accounting entities need to be configured, return to the accordion and repeat the tasks from step 2.