You can install the Vertex for Shopify connector from the Taxes and duties page in your Shopify admin.

During installation, you authorize use of the connector and connect your account credentials.

Before you begin

Allow browser pop-ups and redirects to authorize the connector.

The connector uses credentials from Vertex O Series to authenticate and connect to your account without exposing the login credentials. Ensure you have the following:

• Company code
• Client identifier
• Client secret
• Identity provider (for O Series Cloud)
• O Series URL (for O Series On-Premise and O Series On-Demand)

If you already have credentials, you can use them to connect your account. If you need to create new credentials:

• For O Series Cloud, create the credentials in Account Settings.
• For O Series On-Premise and On-Demand, create the credentials in System > Security > API Credentials.

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Note:

The connector may take up to 15 minutes to recognize new credentials.

Install the connector

To install the connector, follow these steps:

1. In your Shopify admin, select Settings > Taxes and duties.
2. In the Tax service section, click Manage.
3. In the Apps section, find Vertex Tax & Compliance, and then click Install.
4. Review the information in the About, Setting up, and Account status sections, and then click Install Vertex Tax & Compliance.
5. Review the privacy and permission information, and then click Install.

Connect your account

To connect the credentials to your account, follow these steps:

1. Enter the Company Code, Client ID, and Client Secret.
2. Enter the O Series URL.
   1. For O Series Cloud, you can ignore this field.
   2. For O Series On-Premise, enter the address provided by your network administrator.
   3. For O Series On-Demand, enter the address provided by your Vertex Consultant.
3. Click Connect Account.