Installation Guide

Learn how to quickly enable Zamp to handle all calculations in your Rillet account.

Overview

Installing Zamp on your Rillet account is easy, with most settings living in the Zamp Connector application. Follow this guide to install and configure.

Prerequisites

To install the Zamp integration, you will need access to:

Item	Where to Obtain
Rillet Admin Access	Your company’s administrator
Rillet Integration Access	Confirm with your Zamp Representative that access has been provided. Feel free to request access well in-advance of any installation call
A Webhook URL for Rillet	Once logged into the Zamp connector, copy the URL in the Webhook URL box
A Zamp Sandbox or Production API Key	Either the Integrations page on app.zamp.com, or directly from your Zamp Representative

Installation Process

Connecting the Integration

1. Log into your Rillet Account

   You will need access to install integrations and generate Rillet API keys within your Organization Settings

2. Generate a Rillet API Key

   1. Navigate to Organization settings
   2. Click API Access, and click Create API key
   3. Name the API key like Zamp - Sandbox (if testing) and Zamp - Production 
   4. Do not check the Read-only box
   5. Ensure you are copying the API key generated on the next screen, and saving it locally in a secure vault
3. Logging in and configuring the Zamp Connector Application

   1. Either through the Rillet integrations page, or directly from the Zamp Connector URL
      1. https://app.rillet.zamp.indisea.io/login
   2. Once you enter your credentials and click Login, you should see the Zamp Tax Settings page 1.
      
      2. Enter your Zamp API Token and ensure** **you click Update Zamp API Token
      3. Enter your Rillet API Key from step 2 and ensure you click Update Rillet API Key
      4. Copy your Webhook URL
      5. Enable Allow Zamp to handle tax calculations
      6. Enable Sync transactions with Zamp
      7. Enable Retain Zamp logs for 30 days
      8. (If applicable) Enable** transaction sync recalculate**
         This is only necessary if you plan on syncing over data from a previous period and you want Zamp to recalculate tax on those transactions.

4. Creating your Rillet Webhook

   1. Navigate to Organization settings
   2. Click Webhooks and Create webhook 1.
      
      2. Name your webhook either Sandbox Zamp Webhook (if testing) or Production Zamp Webhook
      3. Enter your URL from the Connector
      4. For the Entity add the Invoice and Credit Memo
         1. Check Created, Updated, and Deleted
      5. Click Create

Mapping Products

To accurately calculate tax for your inventory, it is important to map your items to Zamp’s Product Tax Codes. This is all managed within the Zamp Connector.

Zamp’s tax codes can be found here, but talk to your Zamp Representative if you have any questions. We are here to assist in evaluating the taxability of your inventory. 

Any blank mappings will default to the General Tangible Personal Property code, or R_TPP.

1. Find your Product List within the Connector

   1. Navigate to the Zamp Connector
   2. Click Tax Code Mapping 1.
      This is the entirety of your product record and may contain products you are not invoicing to customers. You can ignore those. 

2. Map your products (Individual Items)

   If you have a small number of products, or wish to update the mapping for an individual product, you can map quickly through a dropdown.

   1. For the item you wish to map, click the dropdown box denoted by Select tax code
   2. Within the dropdown, select the Zamp Product Tax Code that should be mapped
   3. Click Save 
3. Map your products (Bulk upload)

   If you have a large number of products, you can export your product record from within the connector as an .XLSX file, and re-upload when mapped via Excel (or an adjacent product).

   1. Click the Export button
   2. Open the downloaded .XLSX file
   3. Map Zamp Product Tax Codes in column D, the Zamp Tax Code column 1.
      Do NOT edit Columns A, B, or C.

   4. Save your edits locally
   5. In the Zamp Connector, click Import
   6. The connector will tell you whether any Product Tax Codes were invalid or unsuccessfully mapped. Ensure all items you attempted to map are successful before proceeding to save 1.
      If you click the buttons next to Status, you can filter for successful, failed, or invalid mappings.

   7. Click Save

Your transactions will now use your mappings.

Mapping Exempt Customers

If you make sales to exempt customers, you can tag them with an exemption code directly within the Zamp Connector.

Our current list of exemption codes are:

Code	Description
EDU_PRIVATE	A private educational institution
EDU_PUBLIC	A public educational institution
FEDERAL_GOV	The federal government
STATE_GOV	A state government
LOCAL_GOV	A local government
NON_PROFIT	A non-profit organization
TRIBAL	A legally protected tribe
RESALE	Resellers or Wholesellers

1. Find your Customer List within the Connector

   1. Navigate to the Zamp Connector
   2. Click Customer Entity Mapping
2. Map your customers (Individual customers)

   1. For the customer you wish to assign an exemption code to, click the Start typing to select zamp entity box
   2. Within the dropdown, select the Zamp Exemption Code that should be mapped
   3. Click Save 
3. Map your customers (Bulk customers)

   1. Click the Export button
   2. Open the downloaded .XLSX file
   3. Map Zamp Exemption Codes in column B, the Zamp Entity column 1.
      Do NOT edit Column A

   4. Save your edits locally
   5. In the Zamp Connector, click Import
   6. The connector will tell you whether any Customer Exemptions were invalid or unsuccessfully mapped. Ensure all customers you attempted to map are successful before proceeding to save
   7. Click Save