> ## Documentation Index
> Fetch the complete documentation index at: https://developer.zamp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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
You will need access to install integrations and generate Rillet API keys within your **Organization Settings**
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
1. Either through the Rillet integrations page, or directly from the Zamp Connector URL
1. [https://app.rillet.zamp.indisea.io/login](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**.
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**](https://developer.zamp.com/api/zamp-tax-codes), 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. 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.
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**
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. Navigate to the Zamp Connector
2. Click **Customer Entity Mapping**
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**
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**