To gain access to Vertex® O Series and communicate using the Vertex REST APIs, you need Vertex O Series credentials, OAuth credentials, and an access token. Keep your credentials secure and do not share them publicly.

Vertex O Series credentials

Your account credentials identify you as an authorized Vertex O Series user. Work with the Vertex Sales team to establish an account that meets your tax needs.

API credentials

Once your Vertex O Series account is established, you will be able to log in and generate your own Client ID and Client Secret that will identify you as an authorized user.

To learn how to generate a client_id and client_secret, see: Authentication and Access

Access token

The combination of your Vertex O Series credentials and your credentials are used to request an access token that allows you to access the REST APIs.

• To learn how to obtain an access token, see: Authentication and Access
• To learn about the Vertex token caching service for O Series Cloud, see: Token Caching